These services can take a variety of forms, but generally include some or all of the following areas:

  • Vision – making sure you know where you are going, and that it is communicated to your team
  • HR/Employees – hiring, firing, training, on-boarding, creating a culture of accountability, and addressing staff and attorney compensation in a fiscally responsible manner
  • Intakes/New Cases – identifying opportunities and maximizing conversions
  • Operations – improving the efficiency of your operational workflow
  • Reports and Key Performance Indicators (KPIs) – creating, implementing, and utilizing reports to measure your law firm’s KPIs
  • Financial Reporting – assessing and improving your accounting system, budgeting, and performance measurement
  • Information Technology (IT) – ensuring proper infrastructure support, back-ups, and efficient utilization of technology
  • Customer Service and Culture – understanding and improving your customers’ experiences
  • Marketing – assessing, measuring, and improving your Marketing return on investment.


The normal process is as follows:

  1. Initial conversation- via telephone, video conference, or in-person.
  2. Client assessment - questionnaire, on-site visit, and financial assessment.
  3. Current status report.
  4. Improvement plan execution.
The end result is a law firm that can grow and scale profitably and that makes more money faster!


Each firm is unique, and clients may have different goals or priorities; accordingly, we entertain a variety of billing arrangements designed to fit a firm's specific needs, including:

  • Monthly retainer
  • Fixed fee/project-based billing
  • Hourly rates

Special Projects

May also include, for example:

  • Going Paperless ("Less Paper")
  • Executive or Senior manager coaching
  • HR department outsourcing
  • Marketing projects
  • Budgeting/business planning
  • KPI and Dashboard development
  • Attend or lead strategy meetings
  • Customer service training
  • Negotiate contracts with outside vendors.