Six ways I help a firm run better.
Every one of these is a defined project with a written scope, a fixed fee, and a finished deliverable your firm keeps. Not sure which one you need? The free fee & revenue snapshot is where most firms start.
Data, Analytics & Dashboards
This is the work I’m known for. I build the dashboards and trackers that show where your fees come from, how revenue is trending, and which attorneys, referral sources, and case types actually drive results — fee tracking, revenue-growth tracking, referral-source and case-data analysis, and analytical tools your firm can keep running long after the project ends.
Typical project: a fee-and-revenue dashboard, or a referral-source and case-type performance analysis — and it’s where the free snapshot begins.The systems that should have grown with the firm.
HR & People Operations
Performance-review systems backed by real employee metrics and dashboards, so managers manage on data instead of gut feel. And because benefits are one of a firm’s largest expenses, a full benefits review — are yours competitive, economical, and right for attracting and keeping talent? — with vendor options and selection assistance. Handbooks and PTO and leave policies that hold up to the FLSA, USERRA, and state wage-payment laws. And the job descriptions that anchor all of it.
Typical project: a full benefits review with vendor options, or a role-based performance-review system with the metrics dashboard to run it.Payroll, Benefits & 401(k)
The payroll and 401(k) landscape is more competitive than most firms realize, and the provider you settle on shapes everything from employee satisfaction to retirement-plan participation. I analyze what the firm actually needs and recommend a rightsized system — or systems — that fits, rather than continuing with a setup the firm has outgrown. When it’s time to switch, I manage the transition end to end — vendor selection, data mapping, parallel runs, and the participant-record cleanup most firms don’t know to check for — so it happens without a fire drill. The result is a back office that nearly runs itself, freeing up time for the bookkeeping and financial work that genuinely needs a person on it.
Typical project: evaluating and optimizing your current payroll and 401(k) systems, or determining the need to switch and managing the migration to a new provider.Vendor & Contract Management
Every firm runs on vendors — accounting and banking, IT, case management, records retrieval, down to printing and supplies. The biggest usually carry real contracts — what’s worth checking is whether they’re actually on file, and whether they spell out what the vendor promises and what happens when service slips. The riskier gaps hide in the oldest, most critical relationships — a vendor the firm has leaned on for years, on no formal agreement or one too general to define what’s expected. Specific, measurable standards keep vendors accountable to the same bar the firm sets for itself. I audit the full roster, close the gaps, and pull every agreement into one central repository — so commitments get a regular review instead of resurfacing only when something breaks. And it’s a low-risk place to start — quick to run, and the audit usually turns up real money: seats no one’s using, renewals no one renegotiated, and prices that quietly grew.
Typical project: a full contract audit across your key vendors, delivered as a single repository the firm can keep current.Get full value from what you run, and map what runs you.
Legal Technology & Case Management
Most firms underuse the case-management system they already pay for, and overpay for tiers and add-ons promising an efficiency they never capture. I audit what you actually use versus what you’re billed for, right-size the system and the cost, and make sure your team can actually use it — leaning first on the training and reference the system and vendor already provide, and building quick-reference cards or custom modules only when a project calls for it. The skills get easier to learn and transfer between people, so the system gets run consistently, new hires ramp faster, and the firm frees up capacity for more cases. When you do need new software — case management, intake, phones, document handling — I run the selection, configuration, and rollout, and provide guidance on where AI can enhance operations and increase production — where it genuinely fits your practice, and where it doesn’t. To be clear, that’s a look at AI for general operations, not the legal work your firm does.
Typical project: a case-management audit that right-sizes the system, the cost, and staff training — or a full selection and rollout.Process Mapping, Evaluation & Optimization
Intake, case handling, settlement, billing, hiring — the processes that run the business and enable growth usually live in people’s heads, not on paper, and no two people run them quite the same way. I map what your firm actually does, step by step, find where work stalls, doubles back, or falls through the cracks, and redesign it into clear, standardized procedures. The military runs on standard operating procedures for a reason — they keep execution on target and let an organization scale without consistency breaking down, so new hires get up to speed quickly and the work holds together as you grow. A clearly mapped process also opens the door to automation: once the steps are defined, today’s tools can take over the repetitive ones — cutting time and cost while making the work more consistent, not less. Plenty of firms would love that, but you can’t automate a process you’ve never mapped, and few have the bandwidth to do either.
Typical project: mapping and optimizing a core workflow — intake, case management, or settlement — from end to end, with an eye to where it can be automated.Accountability drives performance — and accountability starts with data: seen clearly, reviewed on time, and monitored regularly.
Process drives capacity — and capacity starts with work that’s mapped, documented, and where possible, automated.
Not sure which project you need?
Start with the free snapshot — it usually answers that.