Every law firm has the same handful of operational pressure points — intake, billing, hiring, vendors, tech, knowledge management. The question isn't what needs to be solved. It's how much of it you want to own. We work at three depths.
You know exactly what's broken. You need someone senior to come in, build the thing, hand it off clean, and leave. Bounded scope, fixed price or fixed hours, predictable delivery.
For firms growing past the point where the managing attorney can run operations on the side of their desk — but not yet at the size that justifies a full-time COO. We embed as your operations leader at a fraction of the cost.
For attorneys who want to practice law and nothing else. Through a Management Services Organization (MSO) arrangement, we own the entire non-legal operation of the firm — staffing, finance, technology, marketing, vendor management, the works. The attorney owns the practice of law. We own everything else.
This is a deep, long-term partnership and not the right fit for most firms. We take on a small number of MSO clients at a time, and only when there's strong alignment on values, growth trajectory, and how the firm should be run.
I'm biased toward ClickUp — robust enough to run a firm's full operation from one system: cases, projects, SOPs, hiring, partner-level reporting.
That said, the right stack is the one your firm actually uses. Plenty of firms run beautifully on Clio, PracticePanther, MyCase, or Smokeball alone. I work with what's there and recommend changes only when they'd genuinely move the needle.
My default. Built to run a firm's full operation from a single system.
Case management. Strongest where automated billing and integrated time capture are the bottleneck.
Case management. Strong client portal and intake automation.
Case management. Mature platform with the broadest ecosystem of integrations.
Case management. Built around workflow automation and matter customization.
A short, no-pressure conversation to see if we're the right operator for your firm. You tell us what's going on. We tell you whether we can help. No pitch deck, no follow-up nurturing.
One to two weeks of structured discovery. We map the firm's actual workflows, surface the friction, and pressure-test what you think the problem is.
Specific deliverables, timeline, pricing, and the metrics we'll be accountable to. You either move forward, or you don't.
We start building. You get weekly written updates, monthly working sessions, and a real partner — not a deck and an invoice.
The discovery call is free, fast, and direct. We'll either tell you what we'd do, or tell you who would do it better.
Book a discovery call