If it only works when you're the one doing it, it's not a system.

Most firms don't have a workflow problem. They have a "it's all in my head" problem. Client intake varies by who's handling it. Follow-ups happen when someone remembers. Nothing's written down, so nothing's repeatable, and nothing scales past you.

We map how work actually moves through your firm — intake, case handling, billing touchpoints, client communication — and design workflows your team can actually follow. Documented, repeatable, and built to hold up when you're not the one holding it together.

Good for: Firms where processes exist in someone's head instead of on paper, and it's starting to show.

Investment: Documentation Only: $2,000–$3,000; Documentation + Training: $2,750–$4,000 | Timeline: 2-5 weeks