Highlights
- Driving Performance: Enhancing operations through systemization
- Scaling Horizons: Transitioning for future expansion
- Harmonizing Efforts: Creating a systems-focused team culture
Crow Estate Planning and Probate’s Story
Crow Estate Planning and Probate, a boutique firm specializing in estate planning and probate, prides itself on helping clients protect their legacies. With the mantra “You have a legacy, we help you protect it,” the firm has grown from its humble beginnings in 2019 to now encompass three locations with a team of 15 and growing. Systems Champion Callie Saulsburry’s role was crucial in transforming the way the firm operated, positioning it for further growth and scale.
The Challenges
Despite its success, the firm faced the challenge many businesses encounter when expanding—maintaining consistency while managing an increasing workload. Systems and processes had to be implemented to ensure critical details were not lost in the shuffle, especially with the firm’s goal to scale and have a presence in each southeast state of the U.S. by 2040.
The Solution
John Crow, the founder and head attorney, found inspiration in the books “The E-Myth” and “SYSTEMology,” igniting the drive to evolve from stationary to scalable. Callie, with her experience in education and a knack for creating standard operating procedures, was tasked with spearheading the systemization efforts. By focusing on a critical client flow, she began documenting processes, starting with the most revenue-generating service, estate planning. The firm embraced a culture shift, using tools like systemHUB and Asana to document and follow processes, which helped eliminate single-person dependency and reduced errors in a field where precision is paramount.
What’s Next?
With Callie at the helm of systemization, Crow Estate Planning and Probate is well on its way to achieving its Big Hairy Ambitious Goal (B-Hag). As the firm continues to grow and open new locations, the foundation laid by the systems-first approach ensures they are well-equipped to handle larger workloads and facilitate smoother operations – essential for law firm scaling.
Are you a business owner looking to eliminate key person risk and scale your law firm? Investing in a Systems Champion can be transformative, enabling you to upskill staff effectively and maintain exceptional standards. To explore how SYSTEMology can facilitate your firm’s growth by empowering a Systems Champion, click here.
