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.
Stability Package
Best for firms that need core systems and processes built or stabilized.
Includes:
Audit and redesign of the client intake and matter workflow process
Matter workflow structure from intake to resolution
Identification and removal of workflow bottlenecks
Development of 3 to 5 SOPs for critical firm workflows
Design and implementation of a firm-wide file management system
Deployment of automation to reduce manual administrative work
Operational tool research and evaluation
Implementation of workflow tracking and firm KPIs
Monthly operational strategy and review meeting
Primary focus: Building the firm's core operational foundation.
Foundation Package
Best for firms that need ongoing oversight to keep systems and workflows running consistently.
Includes everything in Stability, plus:
Bi-weekly operational strategy and workflow meetings
Ongoing monitoring of workflows, matters, and deadlines
Monthly KPI report and operational dashboard maintenance
Documentation of team roles and responsibilities
Quarterly SOP audit and update
Ongoing refinement of automation and operational systems
Primary focus: Maintaining and strengthening the systems that keep the firm operating consistently.
Growth Package
Best for firms ready to scale both operations and team structure.
Includes everything in Foundation, plus:
Hiring workflow design and role definition
Development of a complete onboarding system
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 firm growth
Primary focus: Strengthening both the firm's systems and the team structure that supports them.