How We Work
Fixed-fee, project-based engagements that help you maximize outcomes with workflows tailored to your vision.
Our Services
From audits to custom builds and AI solutions, we provide end-to-end support to transform your firm.
1. Lawmatics + Workflow Audit
We assess performance, process, and people to uncover bottlenecks and prioritize improvements.
What We Do:
- • Performance: Review reporting to connect operations with financial results.
- • Process: Map workflows and tools to identify friction and inefficiencies.
- • People: Evaluate team readiness and training needs.
Deliverables:
- ✓ A prioritized roadmap for tools, workflows, and automations.
- ✓ Recommendations you can execute with us or your internal team.
- ✓ Lawmatics Basic User Training Pipeline ($2000 value).
2. Custom Lawmatics Build
We design, build, and launch a tailored Lawmatics system that matches your firm goals.
What We Do:
- • Discovery: Review current workflows and desired outcomes.
- • Design: Blueprint for optimized tools, workflows, and automations.
- • Build: Forms, documents, emails, and custom fields configured to spec.
- • Test: QA to validate every trigger and handoff.
- • Demo & Train: Walkthroughs, documentation, and team training.
- • Launch & Monitor: Smooth go-live with a 2-week warranty period.
Deliverables:
- ✓ A fully customized Lawmatics system.
- ✓ Scalable operations aligned with your strategic vision.
3. Customized AI Solutions
We deploy AI automations tailored to your workflows for measurable efficiency gains.
What We Do:
- • Discovery: Define tasks, inputs, outputs, and evaluation metrics.
- • Design: Create a blueprint for datasets and system architecture.
- • Train & Build: Fine-tune models and assemble workflow integrations.
- • Test: Evaluate performance and iterate for reliability.
- • Demo & Train: Guided walkthroughs and enablement.
- • Launch & Monitor: Phased rollout with monthly performance reviews.
Deliverables:
- ✓ A custom AI solution fine-tuned to your tasks.
- ✓ Increased efficiency, scalability, and precision.
- ✓ Ongoing monitoring and optimization.
Our Consulting Process
Every engagement follows a structured path so you always know what is happening, what is next, and why it matters.
Consultation & Fit
We align on goals, constraints, and scope so the project starts with clarity.
- • Stakeholder alignment call
- • Success metrics and priorities
- • Initial access and system overview
Workflow Audit
We evaluate performance, process, and people to pinpoint leverage points.
- • Reporting and KPI review
- • Workflow and tool mapping
- • Training and adoption assessment
Roadmap & Design
We translate findings into a practical plan and detailed build blueprint.
- • Prioritized backlog of improvements
- • Automation blueprint and data model
- • Fixed-fee proposal with timeline
Build & QA
We configure, test, and validate every form, trigger, and workflow.
- • Forms, documents, and email sequences
- • Automation logic and integrations
- • End-to-end QA and refinements
Launch & Adoption
We train your team and support a smooth go-live with measurable outcomes.
- • Role-based training sessions
- • Go-live support and triage
- • Post-launch optimization window
What to Expect
We keep engagements lean, focused, and collaborative. Your team stays informed and empowered throughout.
- • Weekly status updates with clear next steps.
- • Shared documentation and process maps.
- • Role-based training to support adoption.
- • Clear ownership handoff after launch.
Why Fixed-Fee Projects?
We moved from hourly billing to fixed-fee engagements to ensure clarity, efficiency, and predictability.
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Clarity
Know exactly what to expect with defined outcomes.
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Efficiency
We focus on impact, not billable hours.
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Predictability
Transparent pricing and timelines from day one.
Project Cadence
Consultation
Align on goals, scope, and fit.
Scope & Proposal
Define deliverables, pricing, and timeline.
Execution
Build, test, and iterate with regular updates.
Delivery
Launch with training and clear ownership.
Frequently Asked Questions
What if we do not know exactly what we need yet?
That is normal. We often start with a smaller discovery or audit engagement to clarify goals and define the right scope before building.
What if we need work outside the original scope?
Audits typically surface a roadmap of focused projects. We prioritize the backlog together and sequence additional projects as needed.
How will progress be tracked and communicated?
We provide regular updates through a shared portal plus weekly or bi-weekly check-ins to review milestones and decisions.
Who will we work with during the project?
You will have a dedicated project lead who manages communication, timelines, and delivery.
How do we start?
Book a consultation to review your current system and goals, and we will recommend the right starting point.
Let's Build Smarter Workflows Together
Ready to transform your law firm's operations? Schedule your consultation today.
Trusted by leading law firms nationwide