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 openly biased toward ClickUp as the operational backbone of every firm I work with. It's robust enough to run the business and the legal practice from one system — cases, projects, SOPs, knowledge, hiring, weekly cadence, partner-level reporting.
Most case management software stops being enough on its own as a firm scales past a handful of attorneys. Where ClickUp does have real gaps — automated billing, integrated time capture, deep conflict-checking — that's where case management software earns its place. Not as the central system. As the specialist tool plugged into the central system.
Default operating system. Where the firm actually runs day-to-day.
Case management. Strongest where automated billing and integrated time capture are the bottleneck.
Case management. Mature platform with the broadest ecosystem of integrations.
Case management. Strong client portal and intake automation.
You tell us what's broken. We tell you whether we can help and which tier fits. 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 scoping 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 scoping call