Packages
Choose the level of partnership that fits the operational support your firm needs.
We begin with a discovery call to understand how your firm currently operates. The packages below can be customized to fit your firm’s needs.
Foundation Package
Best for firms that need core systems and processes built or stabilized.
Includes:
• Audit and redesign of the client intake process
• Case workflow structure from intake to resolution
• Identification and removal of workflow bottlenecks
• Development of Standard Operating Procedures (SOPs) for key workflows
• Organization of firm documentation, files, and shared systems
• Implementation of automation to reduce manual work
• Research and evaluation of operational tools and systems
• Establishment of workflow tracking and key operational metrics
• Monthly operational strategy and review meeting
Stability Package
Best for firms that need ongoing oversight to keep workflows, systems, and internal processes running consistently.
Includes everything in Foundation, plus:
• Bi-weekly operational strategy and workflow meetings
• Ongoing monitoring of workflows, systems, and deadlines
• Maintenance of KPI tracking and operational dashboards
• Documentation of team roles and responsibilities
• Continuous improvement of systems, workflows, and processes
• Ongoing refinement of automation and operational systems
Leadership Package
Best for firms ready to strengthen both operational systems and internal team structure as the firm grows.
Includes everything in Stability, plus:
• Hiring workflow and role definition
• Development of onboarding systems and documentation
• Team accountability and performance structure
• Implementation of structured one-to-one meetings
• Monthly firm-wide operational planning and alignment
• Alignment of team structure, systems, and automation to support growth