One team forthe business behindyour law firm.

Marketing, intake, operations, hiring, automation and software. One team, working from one plan and one set of numbers.

  • Websites
  • SEO and AI search
  • Paid media
  • Intake
  • Operations
  • People
  • Automation
  • Custom software

Seven vendors. Seven reports. Nobody owns the whole picture.

Your law firm should not need seven vendors to run one business.

Each vendor sees one slice. The ad agency sees clicks. The intake consultant sees calls. The coach sees the owner. Nobody sees how a missed call on Tuesday changes what the ad budget should be on Friday.

We connect those parts. You keep the vendors who are doing good work, and we make the rest of the business line up around them.

  • Marketing reports stop at leads.Nobody can say which channel produces signed clients, so budget follows whoever reports the biggest number.
  • Intake never sees the ad report.Leads arrive faster than anyone can call them back. More spend makes this worse, not better.
  • The CRM holds a different truth than the case system.Staff re-type the same details three times and the owner stops trusting any dashboard.
  • Everything important still goes through the owner.Growth adds decisions faster than it adds people who are allowed to make them.

Seven stages. Most vendors own one.

The expensive problems live in the handoffs: the lead nobody called back, the consult nobody followed up, the report nobody trusts. We work across all seven.

  1. Get found

    SEO, AI search, local, content, reviews

  2. Get chosen

    Website, brand, ads, social, video

  3. Respond

    Phones, chat, CRM, automation

  4. Convert

    Intake, follow-up, consults, retainers

  5. Deliver

    Case handoff, workflows, internal systems

  6. Run

    People, operations, finance, leadership

  7. Improve

    Data, reporting, AI, custom software

We diagnose before we sell you anything.

The 360 Firm Diagnostic reviews marketing, intake, website, technology, people, operations and finances together. Then it tells you what to fix first, and what to leave alone.

We do not assume the answer is more advertising.

If your real problem is intake, we tell you.

If the website works, we will not rebuild it for sport.

If leadership is the problem, more software will not fix it.

The 90-Day Firm Build

Diagnosis and implementation in one engagement. One roadmap instead of eight unrelated audit documents.

  1. 1

    Diagnose

    Marketing, intake, tech stack, people, finances and who makes which decisions.

  2. 2

    Prioritize

    Every recommendation gets an owner, a success metric and a place in the sequence.

  3. 3

    Build

    Fix intake, rebuild the CRM, correct tracking, hire, document, automate. Whatever comes first for your firm.

  4. 4

    Measure

    Reporting goes live, we review what changed and name the next constraint.

CriticalNextGrowthLater

Sometimes the right software exists. Sometimes it does not.

Every technology audit ends with a plain verdict for each tool and workflow. If five tools can become two, we are not going to recommend tool number six.

  • Keep
  • Fix
  • Connect
  • Replace
  • Build
Example stack auditIllustrative only
Case management systemStaff use it daily and it does the job
Keep
CRMPipeline stages nobody updates
Fix
Call tracking and adsCalls never tied to signed cases
Connect
Third scheduling toolOverlaps with two others
Replace
Management dashboardNothing off the shelf shows it all
Build

Why firms stop stacking vendors

Most firms end up with a marketing agency, a coach and a pile of software. Each can be good at its slice. This is where each one usually stops.

What the firm needsLegal marketing agencyCoach or consultantSoftware vendorsAGLawTechOne team, one plan
Websites, SEO and paid mediaUsually their core workRarelyNot their jobIn-house, including development
Intake audits, scripts and coachingSometimes, as an add-onSometimesNot their jobA full service line
Reporting to cost per signed clientOften stops at leadsRarelyOnly if someone sets it upThe target wherever data exists
Hands-on operations workRarelyAdvice, usually not executionNot their jobA fractional COO who steps in
CRM, integrations and automationSometimesRarelyInside their own productAcross your whole stack
Custom software built around your processRarelyNoTheir product, their wayDesigned and built in-house
Start with one problem, no bundleVariesOften sold as a programPer-seat licencesModular by design
Tells you when you do not need somethingVariesVariesVariesBuilt into the diagnostic

A general picture of each category, not a review of any specific company. Plenty of good agencies, consultants and vendors exist. The gap is usually between them.

You are probably in the right place if

  • You have leads but too few signed cases.
  • The owner still approves everything.
  • Your marketing reports stop at leads.
  • Your staff is busy but accountability is unclear.
  • You have six tools doing the job of two.
  • You are opening another location.
  • You need people before growth breaks the team.
  • You want automation without turning the firm into a tech experiment.
  • You need software that does not exist off the shelf.

What firm owners ask us first

Do we have to replace our current vendors?

No. If a vendor is doing good work, we work alongside them. The diagnostic separates what should be kept from what should be fixed, connected, replaced or built.

Do you only work with large firms?

No. A smaller firm can start with one problem, like intake or tracking. A larger firm can bring us in across several departments. Nobody is pushed into the biggest engagement.

What does the firm diagnostic cover?

Marketing, intake, website and search, technology, people, operations and finances. It shows what is working, where money or leads are leaking, where the owner is the bottleneck, and what to fix first.

Do you guarantee rankings or case numbers?

No, and you should be wary of anyone who does. We report on the numbers that matter, including cost per signed client where the data exists.

Do you give tax, accounting or legal advice?

No. Our financial work covers visibility, forecasting and controls. Tax, accounting, legal, ethics and insurance questions go to your appropriate professionals, and we help you know when to ask them.

Find the constraint before you spend more money fixing the wrong thing.