Fractional COO Services | Erica Roman

My Services

My services help you build the systems and processes your law firm needs to grow revenue without increasing your workload.

- Design and implement the client intake and matter workflow process
- Structure matter progression from intake to resolution
- Define task ownership and handoffs across the team
- Identify and remove workflow bottlenecks
- Develop Standard Operating Procedures (SOPs) for critical firm workflows
- Build internal procedures for consistent matter handling
- Maintain and update documentation on an ongoing basis
- Design and implement a firm-wide file management system
- Align operational tools with matter workflows
- Implement task tracking and deadline management systems
- Deploy automation to eliminate repetitive administrative work
- Research and evaluate operational tools specific to legal practice
- Build matter progress and deadline tracking systems
- Develop and monitor firm-wide KPIs
- Design workload and capacity dashboards
- Define team roles and areas of responsibility
- Establish a structured operational meeting cadence
- Design hiring and onboarding workflows
- Build team accountability and performance systems

I work best with solo practitioners and boutique law firms of 2 to 10 people that are growing but starting to feel disorganized behind the scenes. This often looks like unclear processes, inconsistent workflows, or the lead attorney still being the person everyone goes to for answers.
We start with a discovery call to understand how your firm currently operates. From there, I design and implement the systems and processes that help work move through the firm more clearly and consistently.
You are investing in the systems that keep the firm organized as it grows. This includes things like client intake workflows, case processes, documentation, and internal structure.

Many firms have never worked with a Fractional COO before. If your firm is growing but the systems behind the business have not kept up, this kind of support can help bring structure and stability.
As your firm grows, your operational needs may change. We adjust the focus of the work based on what your firm needs most at that stage.