The truth? Law school didn’t teach you how to run a practice.
You’re brilliant at the law. But you’re buried under admin, chasing revenue, juggling too many roles, and trying to scale a firm without the systems to support it. You’re not alone. Most estate planning attorneys are stuck in the firm, with no clear way out.
A Complete Operating System for Your Law Firm
Run your firm with the same precision you bring to your client work.
One platform. Everything you need.
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STEPS™ Drafting Software + iPug® Tools
Industry-exclusive trusts, wills, Medicaid, VA, and crisis planning tools with single-interview templates and real-time updates. -
Automated Workflows + KPI Tracking
Follow proven processes for estate planning, Medicaid applications, funding, probate, trust admin, and maintenance—all fully integrated and cloud-based. -
Business Reporting + Performance Dashboards
Instantly track revenue, team productivity, and financial health with our plug-and-play reports and scorecards.
We don’t guess. We follow a 5-step path that works.
1. Assessment
Start with a full practice diagnostic—processes, pricing, mindset, marketing, team structure, and more. We find the gaps. We flag the wins.
2. Strategy
You’ll get a 12-month custom plan for operations, marketing, revenue, and leadership—based on where you are and where you want to go.
3. Performance
Monthly calls. Personalized support. Ongoing growth benchmarks. We keep you accountable to the goals you set—and help you hit them.
4. Community
Learn from attorneys who are 6 months, 12 months, or 2 years ahead of where you are now. Tap into our live Listserv, expert webinars, and exclusive Practice With Purpose and TAPER events.
5. Accountability
You’ll track real progress with weekly marketing and sales metrics, budget dashboards, and one-on-one quarterly check-ins to course-correct as needed.
Every tool, training, and template we offer is built on what’s worked in real estate planning firms, our own and those of the 800+ attorneys in our membership.
When the law changes, we’re first to adapt it.
When a strategy works, we systemize it.
When you hit a wall, we show you how to move through it.
Because we’ve done it ourselves.
We don’t follow trends. We build them.
And we’re still innovating—because your practice isn’t static, and your tools shouldn’t be either.
You don’t need another software login. You need a strategy, a support system, and a community of attorneys who are building profitable, purposeful firms and willing to share the blueprint.
That’s Lawyers With Purpose.
If you’re ready to step back from daily chaos and start running your firm with clarity, let’s talk.
