Lloyd Solves Revenue Architecture
Project Manual · LS-01

The future of your firm, by design.

Lloyd Solves designs your firm’s future-state operating model — intake, referral, CRM, and data — so your team, developers, or AI build the right thing, in the right order.

Book a Fit Call See 00 31 00 Get the free Future-State Decision Worksheet

Sheet 1 of 6 · Lloyd Solves LLC · Miami, FL

Exhibit A Future State · Rev A
The operating model, drawn before anyone starts clicking.
Practice
Revenue Architecture for Law Firms
Prepared by
Kenny Lloyd · Lloyd Solves LLC
Issued for
Future Design
Sheet / Rev
LS-01  /  Rev A
Exhibit A at
Grid F3 — this sheet

Implementation got cheap. Deciding what to build didn’t.

Six departments describe six versions of the same problem, and vendors keep proposing builds. With AI, standing up a system is faster and cheaper than ever — so the expensive mistake is building the wrong one fast. The future-state operating model — what to build, what not to, and in what order — is the Blueprint.

Drawing 01 · Current state over future state
Current state drawn over future state Six departments — leadership, intake, marketing, attorneys, operations and IT — drawn as six misaligned dashed outlines lying across one solid future-state operating model of three connected functions: inquiry and intake, referrals and CRM, and data, AI and handoff. Inquiry & Intake Referrals & CRM Data, AI & Handoff EVERY INQUIRY OWNED ONE SOURCE OF TRUTH WHAT NOT TO BUILD LEADERSHIP INTAKE MARKETING ATTORNEYS IT OPERATIONS 1 LS-01 · DWG 01 · REV A Current state drawn over future state The same drawing replotted vertically: six departments — leadership, intake, marketing, attorneys, operations and IT — as misaligned dashed outlines lying across one solid future-state model of inquiry and intake, referrals and CRM, and data, AI and handoff. Inquiry & Intake Referrals & CRM Data, AI & Handoff EVERY INQUIRY OWNED ONE SOURCE OF TRUTH WHAT NOT TO BUILD LEADERSHIP INTAKE MARKETING ATTORNEYS IT OPERATIONS LS-01 · DWG 01 · REV A

Note 1 — The future state is not a new stack. It is the same firm, decided.

The Revenue Architecture Blueprint.

A founder-led design engagement that produces seven implementation-ready deliverables your team, developers, or AI can pick up and build:

  1. 01 Executive Future Brief
  2. 02 Current-State Truth Map
  3. 03 Future-State Operating Model
  4. 04 Systems & Data Architecture
  5. 05 AI / Developer / Partner Handoff Spec
  6. 06 30 / 60 / 90 / 180-Day Roadmap
  7. 07 Decision Register
See how the Blueprint works

When the architecture is right, the numbers follow.

Pattern proof. One firm, one year, one number — recorded below with the person who reported it.

MacKinley Tatom

MacKinley Tatom Marketing Manager
Marc Whitehead & Associates

Ref. MWA-001 · Pattern proof
“Layering HubSpot on top of Litify finally gave us clean referral attribution and automated attorney updates. Within a year, referral-sourced matters were up 70.98%.”
03 30 00 / MWA-001 Read the full case study See 03 30 00 All case studies

References & standing

Marc Whitehead & Associates Referral attribution Laborde Earles Law Firm Intake architecture Tagboard Revenue operations
HubSpot Platinum Partner #2 Customer First, N. America 2023

The platforms we design into your Blueprint.

We’re platform-neutral. These are the tools we most commonly specify — in the right order, never as the answer on their own.

Clio Matter system of record Aircall Intake capture layer Anthropic (Claude) AI handoff engine Intaker Pre-engagement layer
04 20 00 · Substitutions See the full partner ecosystem

Design the future of your firm before anyone starts clicking.

A 20–30 minute Future Design Call decides whether the right next step is a Blueprint, a Sprint, or simply a referral. No pitch. Just clarity.

Book a Future Design Call See 00 31 00 Or get the Future-State Decision Worksheet

3.02 · Not a fit Not a fit if you already know exactly what to build and just need a builder. We’ll happily refer you.