01
Intake Automation
Inquiry to engagement letter to first invoice, without anyone retyping the same name four times.
Deliverables →Operations design for boutique firms
Your practice shouldn’t depend on you being in the room.
We map how work actually moves through your firm, rebuild the handoffs, and document the standard — so the practice runs when you don’t.
Diagnostic
Where the week actually goes
Workflow
Today
After
Client intake
The same name is retyped into four systems. The engagement letter waits on you.
One form. Handoffs fire on their own. Letter out the same day.
Matter opening
The checklist lives in one person's head, and it changes when they are busy.
A written procedure with a named owner and a tracked completion.
Billing
Time is reconstructed from memory at month end. Some of it never gets billed.
Captured at the point of work, reviewed once, sent on a schedule.
Escalation
Everything routes to you, including the things that did not need to.
Thresholds decide. You see the exceptions and nothing else.
Services
What we build
02
Operations Audit
A written audit showing where the time leaks, which steps duplicate, and what to fix first.
Deliverables →03
Delegation Systems
Procedures, decision rules, and quality checkpoints so work leaves your desk and the standard stays yours.
Deliverables →Who you work with
[Principal Name]
[Principal Title]
[Principal bio: two or three sentences on background and why this work.]
Method
Three phases, in order
Phase 01
Audit
We map what actually happens, not what is supposed to happen.
Phase 02
Design
We rebuild the workflow and automate the handoffs.
Phase 03
Handoff
We document it, train your team, and step back.
Next step
Find out what a week of your time is worth
Inquiries answered within one business day.