Maintenance
Perfect for firms needing a reliable infrastructure without a full-time manager.
Includes Core Services:
- Tech stack management
- Process documentation & SOPs
- Operational "help desk"
- KPI reporting
- Weekly Operations check-in
Perfect for firms needing a reliable infrastructure without a full-time manager.
Ideal for firms that have outgrown tribal knowledge and want to level up their tools.
Full operational ownership and a "right-hand" to the leadership team.
Software should work for you, not against you. Leverage the full capabilities of your tools and optimize your ROI.
Ensure every client receives the same standard of care through optimized documentation and SOPs.
Reclaim time from interruptions. Technical questions are redirected and solved in a timely fashion to keep your firm moving.
Reporting that helps make decisions based on data rather than gut-feeling or guesswork.
Your team is your greatest asset. Develop strong training and onboarding processes to ensure a consistent client experience.
Ideas are easy. Implementation is hard. Turn ideas into reality and manage change at scale.
Month-to-month services are billed monthly in advance, with an initial three-month commitment on all plans. Projects and retainers can be adjusted or renewed based on evolving needs.
Email and phone are always available. However, I’m more than happy to leverage Slack, Teams, or whatever your preferred communication platform is.
I primarily aim to support solo attorneys and small firms that want to implement scalable systems to achieve their personal growth goals. But, I’m happy to work with any firm as long as the desired outcomes fall within my expertise.
I have my own management tools to stay organized but I’ll adapt and work within the firm’s existing systems as needed. Any newly implemented platforms will be owned by the firm throughout and at the conclusion of the agreement.
Availability varies depending on current client load. Onboarding typically takes 1-2 weeks after confirming the proposal and signing an agreement.