There are roughly two camps of practitioners on Three Must-Dos: those who treat it as a niche worth investing in and those who treat it as something they pick up as cases arrive. The camps diverge financially within five years and don’t recover the gap.

The audience here is therapists who want a practitioner-level read on Three Must-Dos — what works, what fails, and where the time and money tend to go.

For therapists working with family-law-adjacent clients, Three Must-Dos shows up in the emotional and relational consequences of practical decisions. The therapist’s role isn’t to advise on Three Must-Dos substantively but to help the client navigate the decision-making process and the emotional weight of the outcome. Practitioners who clearly maintain this scope produce more effective therapy than those who drift toward advisory roles.

The first question every client raises

The second most common question is about cost. therapists who answer with a single number for Three Must-Dos matters usually end up unhappy when the matter expands; practitioners who answer with a tiered structure (the diagnostic phase, the analytical phase, the closing phase, each with its own cost range and triggers for moving to the next) build trust and protect their economics.

Many clients come to Three Must-Dos matters expecting binary answers (yes or no, this number or that number). The reality is usually ranges, probability-weighted scenarios, and contingent recommendations. Helping the client adjust to that reality at intake — rather than at the deliverable — produces a better engagement.

Common misconceptions among practitioners

Practitioners often fail to recognize when a Three Must-Dos matter has crossed from analytical work into advocacy or therapy. The work has clean boundaries — analytical work is appropriate; advocacy or therapy beyond your role is not. Recognizing the boundary and referring out when appropriate is one of the markers of senior practice.

Practitioners new to Three Must-Dos often underestimate how much of the work is communication rather than analysis. The analytical conclusions matter, but the way they’re presented to the client, the attorney, and (if relevant) the court determines whether the work produces the outcome the client wanted. Polishing the report and the explanation is a substantial portion of the engagement.

Recent shifts in the practice area

Working remotely with co-professionals on Three Must-Dos matters has become routine since 2020. Most therapists now run substantial portions of their engagements through video conferences with clients in other cities, secure document exchanges, and coordinated calls across multiple professionals. The infrastructure for distributed case management has matured.

Software for therapists working in Three Must-Dos has improved significantly in the past five years. The standard tools handle case management, document organization, billing, and coordination far better than they did a decade ago. Practitioners who haven’t updated their tooling stack in the past three or four years are usually working harder than they need to. For deeper reference, see APA Ethical Principles.

A framework for deciding

Considering Three Must-Dos as a focus area is a five-year decision, not a one-year decision. Practitioners who commit to a year and then evaluate usually conclude the area isn’t producing returns — because year one almost never does. The decision is really about whether you’re willing to invest the next five years.

Honest assessment of your market matters too. Three Must-Dos has different dynamics in different markets — major metros with concentrated family-law sections versus smaller markets with broader generalist practices. Practitioners in markets where the area is underserved by genuine specialists have steeper paths to dominance; practitioners in markets already saturated have harder paths.

The practitioners we see succeed in Three Must-Dos share a few habits: they show up consistently at the same professional events, they invest in templates and infrastructure, they keep peer relationships current, and they treat each matter as a chance to refine their approach.

How VennBoard fits in

VennBoard supports the kind of case-management discipline Three Must-Dos engagements benefit from: organized case files, integrated communication with co-professionals, deliverable versioning, and the kind of operational consistency that makes the difference between burning out at twenty matters and running a sustainable practice at fifty.

Practitioners interested in seeing VennBoard’s case-management infrastructure for Three Must-Dos work can learn more at VennBoard.com.

Further reading

NASW Code of Ethics

APA Ethical Principles

Bring VennBoard into your practice.

One workspace for cases, clients, and the professionals you work alongside — built for divorce professionals — including divorce financial coaches, mediators, attorneys, and adjacent practitioners.