Our Services
1
Law Firm Performance Assessment
Gain clarity on what's working, what's holding your firm back, and where the greatest opportunities exist.
This is a comprehensive assessment of your firm's operations, client experience, leadership, communication, and workflows.
You'll receive practical recommendations and a prioritized roadmap designed to improve efficiency, profitability, and the client experience.
What is included:
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Leadership interviews
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Client journey assessment
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Intake and onboarding review
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Operational workflow review
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Team communication assessment
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KPI review
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Comprehensive report with recommendations
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90-Day Action Plan
Best for:
Partners who know their firm can perform better but need an experienced executive to identify the highest-impact opportunities.
Investment
Starting at $2,500
2
Fractional COO & Client Experience Consulting
Senior operational leadership without the commitment of a full-time executive.
Following the assessment, many firms choose ongoing support to implement recommendations and drive lasting change.
As a Fractional COO, I become an extension of your leadership team, providing strategic guidance, accountability, and hands-on implementation. Services are customizable, depending on your specific areas of opportunity.
Typical Areas of Focus:
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Client Experience Strategy
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Intake Optimization
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Leadership Coaching
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Team Performance
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Operational Systems
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Process Improvement
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Communication Standards
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AI & Technology Integration
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KPI Development
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Strategic Planning
Best for:
Growing firms ready to build stronger systems, improve client satisfaction, and create a more scalable business.
Investment
Monthly retainer beginning at $5,000.00
3
Strategic Advisory Services
Not every firm needs ongoing consulting. Sometimes you need an experienced executive to solve a specific problem, facilitate a planning session, or train your team.
Services include:
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Leadership retreats
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Client Experience Workshops
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Team communication training
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Intake process redesign
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AI implementation strategy
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SOP development
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Operational audits
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Change management
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Executive coaching
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Speaking engagements
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Available on a project or daily consulting basis.
Best for:
Firms seeking expert guidance on a defined initiative.
Investment
Request a Proposal