The Virtual Shift: The Freedom Formula for Redefining and Redesigning Your Practice Beyond Billable Hours

In today’s rapidly evolving legal environment, attorneys face new challenges in managing client relationships while balancing the demands of a modern practice. The Pro-Freedom Formula equips attorneys with practical tools to streamline workflows, foster client trust, and enhance communication through innovative approaches like digital resources, technology integration, and client-centric strategies.

This course emphasizes the importance of delivering value-driven services that align with ethical standards, including state bar compliance, while leveraging digital tools such as AI to improve client experiences. Rebecca Zung, Esq., a nationally recognized attorney and negotiation expert who has built a global following using the power of YouTube, guides participants through actionable methods to create a fulfilling and effective practice.

This course will provide attorneys with tools to improve client communication and build trust. Participants will be equipped to design client-centered resources like digital courses and webinars for better service delivery. Attendees will explore practical strategies for leveraging digital tools and AI to enhance client management while maintaining bar compliance. This course is meant to help foster a mindset of purpose, efficiency, and ethical service delivery by covering scalable practice models.

This course is designed for attorneys with any level of experience interested in new ways to conduct client management.

Learning Objectives:

• Develop frameworks for clear, proactive, and effective client communication
• Create digital courses, webinars, and subscription-based resources to educate and support clients
• Understand how to integrate AI and other digital tools to improve client engagement and streamline practice operations
• Gain insights into navigating ethical requirements and state bar rules while adopting modern technologies and strategies
• Build workflows prioritizing client needs, fostering trust, and enhancing overall satisfaction