Law Firm Consulting

Our Law Firm Consulting practice helps our law firm clients improve profits and increase the value of their business, while maintaining a positive workplace environment.



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

  • 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
  • HR/Employees –creating a culture of accountability, and addressing staff and attorney compensation in a fiscally responsible manner
  • Intakes/New Cases – identifying opportunities and maximizing conversions
  • Customer Service and Culture – understanding and improving your customers’ experiences.


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 statement analysis.
  3. Current status report.
  4. Submit improvement plan to client.


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 retainers
  • Fixed fees/project-based billing, or
  • 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
  • Negotiate contracts with outside vendors