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STRAT*PLANSTRATEGIC PLANNING TOOL
FOR LAW FIRMS

Turning strategic vision into operational clarity


A Simple Tool for Powerful Strategies

Strat*Plan turns strategic planning into a simple, affordable process. Built in Google Sheets, it helps Law Firms evaluate their internal strengths, client base, and market position—defining clear strategic priorities to improve performance, enhance client satisfaction, and ensure sustainable growth in an evolving legal landscape.

Strategic plan image

A proven Strategic Planning roadmap:

• Vision Statement
• Values Statement
• External & Internal Assessments
• SWOT Analysis
• Short Term Mission
• C.G.C.'s & KPIs
• SMART Goals & Steps
• One-Page Strategic Plan

Law Firms Edition

A tailor-made Strat*Plan edition that empowers Law Firms to assess market trends, optimize internal operations and talent resources, and define focused strategic priorities—enabling greater client value, organizational efficiency, and sustainable growth in a competitive legal environment.Great plans start with great questions — and the Strat*Plan Law Firms helps you ask them. Its comprehensive 360° evaluation examines the critical factors necessary to uncover the insights required for effective strategy formulation. For example, the Law Firms considers the evaluative factors below, each supported by numerous examples that serve as prompts to guide and inspire your thinking.

ValuesExternal AssessmentInternal Appraisal
Service ExcellenceCompetitive LandscapeFinancial Health
TeamworkEconomic EnvironmentClient Portfolio
Innovation & AdaptabilityPolitical & Judicial ContextMarketing & Brand
Integrity & EthicsRegulatory LandscapeOperational Processes
And more.And more.And more.

Pay once, plan forever — get Strat*Plan for just $199, no subscription needed!

No Subscriptions!

Have your own Strategic Planning Tool for a simple one-time $199 fee—no ongoing subscriptions.

Flexible Workshops

In-person or virtual? Strat*Plan makes your strategic planning sessions easy either way.

Run in Google Sheets

Powered by Google Sheets, so your team can get started instantly—no convoluted training required.

Valuable Deliverables

Deliverables include a concise One-Page Strategic Plan and trackable online action spreadsheets.

Ease of Use

Lead your own strategic planning sessions—easy to use, no outside consultant needed.

Industry Focused

Available in tailored industry versions so you can build a plan that truly fits your environment.

The Power of Strategic Planning in Times of Change

As the legal industry evolves and new opportunities emerge, strategic planning becomes vital for sustained success. Strat*Plan provides law firms with a clear, data-driven framework to analyze market shifts, enhance operational efficiency, and align resources with client and industry demands.By clarifying priorities and defining actionable goals, it helps leadership teams strengthen client relationships, improve practice performance, and position the firm for long-term growth and competitiveness.Built for forward-thinking leadership teams, it transforms strategic vision into clear, actionable plans using a practical, easy-to-use Google Sheets format—no consultants, no subscriptions, just results.

Get your copy of Strat*Plan today for $199—one-time payment, no recurring charges.

See What Other Industry Versions We Offer