We Create Systems That Run On Autopilot
We Are the Legal Industry’s #1 Business and Technology Consultants for Law Firms with 10+ Employees.
Our Services
Trusted by Top US Firms
Unlock the Strategies We Used to 4x Law Firms.
We scale law firms by aligning their tech and operations with a solid business strategy. We don’t do cookie-cutter templates like your average business consultant or coach; we tailor our strategies according to your law firm.
Law Firm Growth
Strategize. Lay out a clear roadmap with the big initiatives that will lead to significantly higher profits and more freedom.
Streamline. Build systems and design your operations to be centered around higher profit margins, productivity, and customer satisfaction.
Success. Combine strategy with tech to position your law firm for sustainable growth and long-term profitability.
What We Do
Business Coaching
Your fractional COO and CFO team will analyze the current state of your company by conducting an all-around operational, HR, and financial analysis. They will lay out the big initiatives that will lead to significantly higher profits and more freedom. Your business coach will then help install their step-by-step proven growth strategies into each business function to make sure you hit your company-wide goals.
Our consultants are not here to tell you what to do with your business; they are here to give you insights into your business while crafting a strategy according to your firm’s unique challenges based on their reservoir of proven strategies that have worked with other law firms. All our business coaches, fractional COOs, and CFOs have real experience leading law firms to huge successes.
Strategize
Fractional COO
for strategic input and guidance in the operations and human-related areas of the firm.
to discuss matters related to profitability, compensation methods, and company-wide initiatives to hit your goals.
Fractional CFO
with a dedicated consultant to guide you and install our strategies every step of the way.
1:1 Business Coaching
You get direct communication and access to our team to resolve business-related issues.
A full team by your side.
We get it, law firm owners are constantly pulled into unexpected tasks that derail progress. We’ll implement strategies and hold you accountable to achieve your goals.
Stay on Track.
The CFO and COO craft a custom strategy to help overcome limitations and unlock your firm’s growth potential.
Constraints & Unlocks Audit
on how to transform your law firm into a real business with goals and deadlines.
Detailed Action Plans
Your Fractional CTO analyzes your customer and team-facing operations to lay out the big technological and operational initiatives that will lead to significantly higher profit margins, productivity, and customer satisfaction.
You will be assigned a technical specialist from our team to start building the systems that maximize the quantity and quality of work from your team. This can be done by reducing manual work via automations, tracking performance via analytics dashboards, making your tech more intuitive and useful by removing, adding, or optimizing software, and more. Another part of this process is centering your operations around client satisfaction and capitalizing on this through more testimonials, referrals, and increasing the prices (trust us, you can always increase your prices). This can be done by optimizing your customer’s journey and having systems in place that ensure high-touch, speedy service delivery.
Streamline
Technical Solutions
Tools we work with
and more...
This means you are assigned a specialist from our team with whom you will work and engage with on a continuous basis.
One legal automation specialist.
directly involved in designing and building the technology systems your firm needs to run smoothly.
Fractional CTO
Your assigned legal technical specialist will do everything from design to implementation.
Done-for-you Solutions.
Our CTO maps out the main available options to make your systems faster, easier to use, and more effective for you and your team to increase profit margins, autonomy, reliability, and customer service.
Automation & Systems Audit.
tailored to your firm’s unique needs, with minimal downtime during implementation.
Customized Automation
to make sure the technical solutions meet your company’s exact specifications and are being used appropriately to achieve company-wide targets.
Periodic Check-Ins
9 Automation Examples
Law Firm Automation
We create customized automation solutions that eliminate manual and repetitive tasks, simplify workflows, and optimize your tech infrastructure.
Appointment Scheduling
- Routed to the right staff member intelligently with round-robin & priority levels
- Event added directly to firm's calendar
- Auto-updated client record in CRM/Case Management system
- Email/SMS reminders before the appointment
Client uses intuitive online calendar and/or website chatbot to book appointments:
What this means for you:
- Improves operational efficiency: reduces admin burden
- Improves accuracy: minimizes error & ensures no double bookings
- Improves client experience: clients can schedule time slots at their convenience
Intake
Client completes step-by-step online form:
- Ability to dynamically show/hide certain fields to reduce being overwhelmed
- Complete collection of all the key details
- Structured input without ambiguity
- Auto-updated records in Case Management system
- Triggering of the engagement letter eSign sent to client
What this means for you:
- Improved customer journey: consistent & easy start to your relationship with the client
- Complete info: all information stored accurately in all your systems
- Reduced admin overhead: so that your staff can focus on work that matters rather than manual copy-pasting
Case Management & Tasks
Automated workflows in Case Management system:
- Auto-distribution of cases & creation of tasks lists
- Clarity on the workload & current state of each case
- Reminders before important deadlines & for overdue tasks
- Staff have a clear list of what to work and in what order
What this means for you:
- Timely task completion: ensures all promises made to the client are kept & surpassed
- Better organization: management has clarity on all work performed and state of cases
- Increased productivity & staff satisfaction: reduced admin work, so your staff can focus on billable hours
Client Communication & Updating
Automated regular client updates and/or online portal:
- Email/SMS/post letters triggered by change of case status in your Case Management system
- Consistent messaging with professional pre- defined templates
- Secure AI chatbots to answer common client queries based on your firm's data
What this means for you:
- Consistent engagement: ensures clients receive timely and regular communication reducing their anxiety
- Improved service: prevention of client calling/writing in for an update on their case and instant responses to client inquiries
- Time saved: reduces manual workload on your paralegals & receptionists
Drafting Documents
Automated & dynamic document generation:
- Triggered by change of case status or button press in your Case Management system
- All details accurately pulled from your systems
- Centralized firm-wide management of templates
- Consistent output adapted to your firm's specific needs
What this means for you:
- Time efficiency: speeds up document drafting process so that attorneys can focus more time on review and bill more
- Improved accuracy: all data accurately populated from your systems and all fields filled out
- Customization: templates tailored to all the different scenarios of your workflow
Collecting Reviews
Automated review requests & follow-ups:
- Triggered based on the case status, once or multiple time during the case lifecycle
- Consistent wording with pre-defined email/SMS templates
- Regular follow-ups via multiple channels
- Syncing review collection data to your Case Management system to run reports
What this means for you:
- Increased conversion rate & more 5-stars: better brand image as you no longer are missing out on reviews.
- Reduced admin overhead: staff can focus on higher value activities instead of writing emails
- Clear performance tracking: ability to run reports on review conversion & extract insights
Billing & AR Management
Automatically generated invoices & chasers:
- Triggered when case is closed or when certain number of hours billed automatically
- Syncing with QBO/Xero/other accounting system
- Multiple options to pay included in the email to the client
- Automatic application of interest & templated chasers via email/SMS/post letters
What this means for you:
- Quicker payment cycle: clients get their invoices promptly and can easily pay them.
- Higher collection rate: strict & automatic credit control to make sure you collect money owed.
- More time for the team: less time spent doing manual data entry.
Reporting & Analytics
Real-time customized dashboards:
- Automated sync across all your systems into a centralized database
- All records are linked via consistent data manipulation pipelines
- The reports are refreshed in real-time/daily and are always up to date
- Reports & dashboards are customized to your firm's specific needs
What this means for you:
- Real-time insights: you have up-to-date information on company performance, resulting in better decision-making and clarity on your firm's core metrics
- Better staff training: easily identify areas for improvement by having a faster feedback loop(s) of staff's productivity
Disconnected Systems
All your systems are in sync in real-time:
- 24/7 connection between the systems via automation platforms & APIs
- Data is available in all systems and staff are using more features
- Connected tools even if they lack native connectors in the software via custom integrations
What this means for you:
- Unified workflow: seamless processes across different systems, spanning all your tech stack
- Improved accuracy: minimizes risk of errors from manual data entry or staff forgetting to update records
- Lower admin overhead: staff have a clear picture of their cases and don't have to gather data from multiple sources
“The service has already paid for itself based on the time and hassle we save on every file.”
David van Moorsel
Owner at All In Business Law
