Day 1
Map one workflow
Review one non-confidential workflow from inquiry, consult, matter setup, document handoff, or partner reporting.
5-day fix sprint
Turn one law-firm ops leak into a working handoff.
The diagnostic identifies the costly manual handoff. The sprint fixes one or two concrete intake, follow-up, matter setup, document, or reporting workflows using the tools already in place.
Sprint price
$1,500-$3,000
Scoped after the free teardown or paid diagnostic. No confidential client facts, privileged material, payment data, credentials, or private case details are needed for the first teardown.
Before / after
The sprint makes one workflow visible, owned, and auditable.
Lead intake
New inquiries sit in inboxes, voicemail, or forms without a visible owner
Every new lead has an owner, status, next action, and follow-up clock
Stale leads
No-show or no-answer prospects depend on memory
No-shows and stale leads move through a defined follow-up path
Consults
Consultation outcomes do not reliably become matter setup tasks
Consult outcomes create the next matter, document, or close-lost step
Documents
Staff route documents and messages through ad hoc emails or chats
Document/message handoffs have a queue, owner, and exception rule
Partner visibility
Partners ask for manual updates because stuck work is invisible
Stuck leads, matters, and handoffs are visible in one weekly view
Timeline
Five days, one measurable fix.
Day 2
Define the owner rules
Set the statuses, owner, follow-up timing, exception path, and no-confidential-data implementation boundary.
Day 3
Configure the fix
Update forms, intake fields, CRM views, saved searches, templates, checklists, or simple automations where access is available.
Day 4
Test the edge cases
Run no-show, stale lead, consult outcome, missing document, and stuck matter scenarios against the new flow.
Day 5
Handoff and monitor
Deliver the runbook, rollback note, staff checklist, and 30-day metric for partner review.
Deliverables
What the firm gets.
The sprint is narrow by design. It should reduce one expensive manual handoff without requiring a platform migration or exposing confidential client material.
Before/after workflow map
Owner and status rules
Follow-up timing checklist
Stuck-lead or stuck-matter view
Staff runbook and rollback note
30-day metric for partner review
Already see the leak? Scope the sprint.
If the leak looks real, the next step is either the $300-$500 diagnostic or the $1,500-$3,000 sprint. If the leak is too small or too sensitive, the answer should be no.