#570: Uncover Your Firm’s Journey with the New Small Firm Scorecard™, with Stephanie Everett

Jul 24, 2025

In this engaging conversation, Bruce Politsky, Director of Sales at Tabs3, shares insights into legal practice management and adapting to new technologies. He discusses the importance of the revamped Small Firm Scorecard™, which now features just 20 key questions, making it easier for firms to assess their growth stages. The episode also dives into how understanding performance metrics can tailor strategies for hiring and long-term planning. Discover how flexible digital solutions can transform law firm workflows and boost efficiency.

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ADVICE

Value of Unplugged Vacations

Take unplugged vacations with your entire team to ensure true rest and reset.
Plan and communicate early to clients and team to prevent workload spikes after breaks.

INSIGHT

Flexible Practice Management Advantages

Practice management software distinguishes firms by improving organization and productivity.
Tabs3 uniquely offers both on-premise and cloud options with full feature sets.

ADVICE

Tailor Practice Management Features

Identify must-have practice management features to build an effective workflow.
Use Tabs3's flexible billing and reporting capabilities to match your firm's complex needs.

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Your law firm isn’t just a business—it’s an evolving system. And what works in one stage of growth can sink you in another.

In this episode, Zack Glaser and Stephanie Everett introduce the new Lawyerist Small Firm Scorecard™, a tool that helps lawyers identify which stage their firm is in—and what to focus on next.

Stephanie breaks down the four key stages of firm development, shares the reasoning behind the Scorecard’s redesign, and explains how understanding your stage changes everything: from hiring to marketing to long-term planning.

Lawyerist Lab is evolving alongside the new scorecard, offering coaching clients a more personalized, stage-specific growth path. If you’re building a law firm with long-term goals, this episode will help you step back, recalibrate, and take the right action for where you are now.

Listen to our other episodes on Law Firm Growth :

#568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | Lawyerist

#560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential with Leticia Desuze Apple | Spotify | Lawyerist

#527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | Lawyerist

#522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton Apple | Spotify | Lawyerist

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If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.

Access more resources from Lawyerist at lawyerist.com.

Chapters/Timestamps:

0:00 – Episode Introduction and the Power of Unplugged Vacations

4:49 – Tabs3 Spotlight: Practice Management That Adapts to You

14:48 – Why the Small Firm Scorecard™ Got a Makeover

16:50 – Inside the New Scorecard: Defined Benchmarks, Real Clarity

19:10 – The Healthy Firm Model: The Six Pillars of Sustainable Growth

21:00 – Mapping Your Firm’s Stage: Launch, Build, Grow, or Exit

27:26 – Coaching Evolved: How the Scorecard Shapes Lawyerist Lab

30:58 – From Overwhelm to Focus: Coaching Like a Personal Trainer

34:38 – What to Do Next: Take the Scorecard, Get a Plan