Early Bird now through 5/31- $59 | Regular - $199
Your 48‑Hour Blueprint to a Scalable, Profit First, Practice
Imagine waking up on Monday knowing your firm can run smoothly without you shepherding every task.
Built to Scale is not just another webinar—it’s a two‑day live retreat engineered to turn overwhelmed owners into confident architects of growth.
Over June 20‑21, 2025, you’ll watch live demos, build new workflows, and walk away with a 90‑day execution plan designed specifically for solo and small law firms.
From mastering AI tools to stress‑testing your cybersecurity readiness, every session is laser‑focused on giving you systems that save hours, cut overhead, and boost profitability—fast.
Why This Conference is a Must-Attend
- Navigate and integrate AI tools safely and with ethical guardrails.
- Reclaim 10+ billable hours a week by automating client updates and routine admin.
- Lock in a zero‑trust cybersecurity checklist (and decode cyber‑insurance fine print).
- Hand off low‑value tasks to vetted virtual staff—without exploding payroll.
- Collect vendor‑negotiation scripts that save 10–30 % on new tech contracts.
Date
June 20th & 21st
Time
10:00 AM – 6:00 PM (June 20-21)
Location
Held Virtually on Zoom
Daily Highlights
Day One - Friday, June 20
Step into Day 1 ready to rip the “busy lawyer” badge off your lapel and replace it with “firm architect.” We kick off with a mindset reset—shifting you from operator to strategist—before plunging into live, nose-to-keyboard demos that map every step from intake to invoice. Watch bottlenecks disappear as you fine-tune your tech stack, see client-happiness automations light up five-star reviews, and lock down a zero-trust cybersecurity checklist your malpractice carrier will love. One day in, and you’ll feel the weight of chaos life
- From Owner to Architect: Shift your mindset from lawyer‑operator to firm architect and map your first bottleneck.
- Client Happiness on Autopilot: See how a modern client portal wins back hours and boosts 5‑star reviews.
- Cyber‑Security Essentials & Insurance 101: Build a zero‑trust checklist and know exactly what your policy should cover.
- Delegate to Elevate: Unlock 40+ hours a month with a VA onboarding kit you can deploy next week.
- Three Tools in 30 Minutes: Lightning demos of budget‑friendly apps you can install before July.
- Mastering Your Firm's Tech Stack: A roadmap to your law firm's must have system and download the One‑Hour Systems Audit.
Day 2 - Saturday, June 21
Day 2 is all about turning yesterday’s breakthroughs into tomorrow’s sustainable growth. A high-energy recap locks in the biggest “aha” moments before we dive into change-management blueprints that ensure new systems actually stick. Walk away with clarity, confidence, and a roadmap that guarantees the momentum lasts long after you log off. Secure your seat now—future-proof profitability starts here.
- Quiz‑Show Recap: Lock in Day 1 insight with an interactive, prize‑filled quiz.
- Chaos to Clarity: Turn great ideas into firm‑wide habits with a five‑step cadence.
- Vendor‑Vetting MasterClass: Use the downloadable scorecards and scripts to avoid buyer’s remorse.
- Scaling Marketing with Automation: Peek behind the curtain of a firm that substantially increased revenue with just a few automation tweaks.
- AI Integration Without Intimidation: Your roadmap from AI newbie to ninja.
- Build Your 90‑Day Action Plan: Leave with a concrete roadmap and an accountability partner to keep momentum alive.
Leave with a clear plan for increasing retained earnings and future-proofing your firm’s profitability.
Why You Can't Afford To Miss This Retreat
Real-World Tactics, Not Theory
Every session is designed with practical tools and actionable insights to implement immediately, ensuring you leave with strategies that deliver measurable financial results.
Industry-Specific Insights
Learn from experts who understand the nuances of small law firm management, providing you with tailored guidance that directly addresses your firm’s challenges and opportunities.
Hands-On
Workshops
Apply your new knowledge during interactive sessions that solidify learning, giving you the confidence to implement changes in your firm as soon as you return.
Network with High-Achieving Peers
Build valuable connections with like-minded law firm owners, exchanging ideas and best practices that can accelerate your growth and success.
Inside Look: Highlights from Our In-Person Retreat!
8 Immediate Action Items & Takeaways
1
Systems Leak Detector
Complete a Systems Audit to expose your biggest overhead leaks.
2
Cybersecurity Quick Shield
Draft a cybersecurity policy you can roll out on Monday.
3
Portal Power Move
Install a client portal that eliminates status‑update calls within 30 days.
4
Delegate-to-Elevate
Delegate one time‑draining task using the VA onboarding kit. budgeting to minimize costs without sacrificing quality.
5
Vendor Value
Apply the vendor scorecard to your next software purchase and save up to 30 %.
6
Set-and-Forget Revenue Boost
Launch one automated marketing sequence proven to add revenue without extra hours.
7
AI Pilot with a Purpose
Pilot AI‑powered workflows with clear ROI metrics and ethical guardrails.
8
90-Day Accountability Sprint
Commit to a SMART 90‑day action plan with an accountability partner for follow‑through.
Sponsors
Derek is a valued member of the Case Status Leadership team, where he assumes a pivotal role as VP of Sales Mid Market. Derek has over 20+ years of sales management experience and currently is responsible for both mid-market sales and Sales Development operations. Derek’s expertise lies in ensuring his teams have the tools necessary to ensure an optimal customer and non-customer experience. Derek holds a BA in Business Administration from The University of Rhode Island.
Derek Breau
Colleen Young is a creative thinker who understands and analyzes the numbers behind the promotions. She’s had a seasoned career holding each seat in each position of a Marketing Team giving her an understanding and appreciation of the energy and time it takes to produce stellar results, she is currently on the team at Get Staffed Up. She is a driving force for positive, consistent communication and messaging across internal and external channels. Handling B2B and B2C marketing for non-profit and profit corporations afforded me experience to learn what works across multiple channels. Colleen has a reputation for developing many “firsts” within departments. Bringing on CRM systems that combine automated marketing processes and sales processes.
Colleen Young
What You'll Gain from Our 2-Day Conference
Our 2-Day Conference Will Help You Shift Course And Disrupt Systems, Processes, Or Events That Hinder Your Success:
Strategic Clarity
Gain a clear vision of where you want your firm to go and how to get there. Our retreats provide the strategic frameworks and tools necessary to chart a successful course.
Leadership Mastery
Learn from industry leaders and peers who have successfully navigated the challenges of running a law firm. You’ll leave with actionable strategies to enhance your leadership skills and drive your firm’s growth.
Innovation and Creativity
Break free from traditional thinking and embrace innovative approaches to running your firm. Our sessions will inspire you to think outside the box and implement creative solutions to complex problems.
Actionable Roadmaps
Go beyond theory with detailed action plans tailored to your firm’s needs. You’ll leave with a concrete roadmap to implement what you’ve learned and achieve measurable results.
Request More Information About
The Law Firm Mentor Retreat
frequently asked questions
Built to Scale is a two-day virtual conference designed to help solo and small law firm owners streamline operations, implement automation, and drive profit. You’ll walk away with ready-to-implement workflows, a 90-day action plan, and tools to slash overhead, boost client satisfaction, and scale with confidence. It’s not just theory—it’s tactical, tested, and built for your law firm’s reality.
This retreat is ideal for law firm owners and partners who are ready to gain more profits in their law firm. Whether you're looking to innovate, build a stronger leadership team, or scale your operations, this retreat is for you.
Yes! This is a fully virtual event hosted live via Zoom. No travel required. We also offer an on demand option of the event for a minimum upcharge.
Bring an open mind, a willingness to engage, and a readiness to take action. We also recommend bringing a laptop for taking notes and accessing digital resources, business cards for networking, and any specific challenges or questions you want to address during the sessions.
You’ll walk away with:
A complete systems audit to identify overhead leaks
An install-ready client portal to reduce status calls
A zero-trust cybersecurity checklist
A plug-and-play VA onboarding kit
Automation and AI tools you can implement within weeks
Scripts to save 10–30% on software and vendor contracts
A 90-day execution plan to drive real momentum
If you're ready to gain back billable hours, tighten your systems, and grow profitably—this is your blueprint.
Immediately. Early bird pricing is limited, and bonuses (like live coaching access and surprise giveaways) are only available to those who secure their seat in advance. Plus, this event typically fills up fast—don’t risk missing out on the most impactful systems conference of the year for law firm owners.
Testimonials from Leading Law Firm Owners
"Its been a good experience with good people"
Tara Reilly
Full Circle Family Law - Murray, Utah
"I saw a difference in my mindset and my firm"
Frances Shefter
Shefter Law P.A – Rockville, MD
Don't Miss Out
Every hour you stay chained to reactive work costs you billable time and growth.
By investing two days at Built to Scale, you’ll shortcut months of expensive trial‑and‑error.
You’ll leave not only inspired but armed with plug‑and‑play templates, live‑tested workflows, and direct access to experts and peers who have already paved the path to scalable profitability.
