Design the future of your firm before anyone starts clicking.
Lloyd Solves helps law firm leaders turn messy intake, referral, CRM, data, and automation problems into a clear future-state blueprint your team, developers, or AI can execute.
- Intake Lead Where do leads die?
- Managing Partner What is the firm becoming?
- COO / Operations How does work move today?
- Marketing Lead Which sources actually convert?
- Practice Attorneys What do you need to never miss?
- IT / Admin What systems and constraints are real?
The Blueprint isn’t a software project. It’s an executive design process. We need the people who can decide.
Your firm is making technology decisions without a future-state operating model.
Leadership, intake, marketing, attorneys, operations, and IT are all solving different versions of the same pain. Vendors keep proposing builds. AI tools keep promising automation. But nobody has agreed on what the firm should actually become.
- Expensive ambiguitySix departments, six different versions of “what should change.” Every meeting ends without a decision.
- Vendors with hammersEvery implementer wants to build. Nobody is paid to ask whether you should build it at all.
- AI is making it worseBad systems used to take months to build. Now they take hours. The plan matters more than ever.
AI can build almost anything now. Lloyd Solves makes sure your firm builds the right thing.
Implementation used to be the expensive part. Now, with AI and better tools, implementation is getting faster. That makes the planning more important, not less. If the plan is wrong, you just build the wrong system faster.
Your firm’s future-state operating model.
Not a tech diagram. The way the firm should actually work — from first inquiry to signed retainer to served client to repeat referral.
Seven deliverables. One blueprint. Built so anyone can execute it.
Not a strategy doc. Not a slide deck. An implementation-ready blueprint your internal team, an AI agent, an external developer, or a delivery partner can pick up and build.
- 01 Executive Future BriefThe leadership-level diagnosis. What the firm is trying to become, where revenue is leaking, what decisions are being avoided, and what to stop doing. Managing partners
- 02 Current-State Truth MapHow work actually moves through your firm today — inquiries, follow-ups, retainers, referrals, handoffs across HubSpot, Clio, Litify, Filevine, Salesforce, Aircall, forms, and spreadsheets. Operations · intake
- 03 Future-State Operating ModelHow the firm should work when the system runs correctly. What gets automated, what stays human, who owns each step, what intake sees every morning. The whole room
- 04 Systems & Data ArchitectureSource of truth by object. Data model. Required fields. Pipeline stages. Integration direction. Automation triggers. Reporting logic. Risks and dependencies. IT · admins
- 05 AI / Developer / Partner Handoff SpecUser stories, workflow requirements, data mappings, acceptance criteria, test cases, QA checklist, training requirements. Buildable by someone who wasn’t in the room. Whoever builds it
- 06 30 / 60 / 90 / 180-Day RoadmapSequenced. First 30 days: the fastest leakage fix. 90 days: core architecture and adoption. 180+: deeper integration, AI enablement, scale. Includes “not now.” Leadership · COO
- 07 Decision RegisterEvery decision made and every decision still needed — with owners, dates, and implications. The thing that stops “we’ll figure that out in implementation.” Every decision owner
A serious executive design process.
Not a software project. Not a discovery sprint that disappears into a vendor SOW.
- 01 Future Design CallFree · 20–30 min We diagnose: is this an architecture problem or a build problem? If you already know exactly what to build, we’ll refer you.
- 02 Future Design IntensivePaid sessions Sessions with managing partners, COO, intake lead, marketing, attorneys, IT. Where we ask what the firm is actually becoming.
- 03 Blueprint Buildout We synthesize transcripts, current systems, business constraints, and patterns from 100+ engagements into the seven deliverables.
- 04 Executive Playback Boardroom moment. The future version of your firm. What to build first, what not to build, what to delay. Decisions made and decisions still needed.
- 05 Optional Handoff Your team, our partner ecosystem, or AI-enabled builders execute. We can stay involved as the architecture owner. We don’t need to be the team doing every click.
One offer. Three sizes.
Pricing is scoped to the room and the complexity. We’ll talk it through on the Future Design Call.
Sprint
For a focused single problem — “redesign intake before we rebuild HubSpot” or “decide whether to keep Litify.”
- 2–3 focused sessions
- Current-state walkthrough on one workflow
- Future-state design
- 30 / 60 / 90-day roadmap
- Decision register on the focal area
Full Blueprint
Most engagementsFor a firm with multiple stakeholders, multiple systems, and real revenue leakage. Most engagements live here.
- Stakeholder interviews across leadership
- 4–6 deep design sessions
- All 7 deliverables, full depth
- Systems & data architecture
- AI/developer handoff spec
- Executive playback
Architecture Partner
For clients executing the roadmap through AI, internal admins, developers, or partners — and want governance.
- Monthly architecture ownership
- Decision register kept current
- Build review & pattern guidance
- AI/developer spec evolution
- Stay the architect, not the clicker
What happens when the architecture is right.
Outcomes from Marc Whitehead & Associates, reported by MacKinley Tatom, Marketing Manager. We don’t guarantee them. We use them as pattern proof: the same shape of result we’ve seen across 100+ revenue-architecture engagements. Pattern recognition is the product.
- 30% less time on desk
- 50% less manual data entry
+70.98% Referral-sourced matters, year over year
This is for you if…
- You run a law firm with meaningful lead or referral volume.
- You use HubSpot plus Clio, Litify, Filevine, Salesforce, Aircall, or some combination.
- Intake, marketing, attorneys, and operations don’t agree on how the firm should actually work.
- You’re considering AI, automation, CRM cleanup, migration, or integration — and want to decide before you commit.
- You know something is broken, but you don’t trust a vendor to just start building.
- Leadership wants a real roadmap before signing another implementation SOW.
This is not for you if…
- You just want five HubSpot workflows built. (We’ll refer you.)
- You can’t give us access to decision-makers.
- You want a cheap HubSpot admin.
- You already have a complete, validated build spec.
- You believe the only thing missing is more software.
The decisions every firm avoids until it’s expensive.
A Blueprint forces these into the open. Decisions made are documented; decisions still needed are scheduled. No more hand-waving. No more “we’ll figure that out in implementation.”
- Integrate with Clio or replace with HubSpot-native intake? Made Managing Partner Saves $42K/yr on Litify; 6-week migration plan
- Which system owns contact identity? Made COO + IT HubSpot is source of truth; Clio reads via API
- Which lead sources get automated follow-up? Open Intake Lead Decision needed by week 3 of buildout
- Required fields before a matter is created? Made Intake + Attorneys 11 fields; intake form redesigned to capture all
- What can AI handle without human review? Open Managing Partner Voice transcription yes; conflict checks no — pending policy
- Reports leadership reviews weekly? Made COO 4 dashboards, one owner each, refreshed by Monday 8a
This is one page of a real Blueprint deliverable, with illustrative entries. Every engagement produces one.
The questions partners ask first.
Do you also do the implementation?
Sometimes, but it’s not the offer. Most clients hand the Blueprint to their internal HubSpot admin, an internal developer, an external partner from our ecosystem, or an AI-enabled builder. We can stay as the architecture owner through an Architecture Partner engagement — without becoming the team doing every click.
How is this different from your old offers?
Our old business sold the build. The new business sells the decision architecture before the build. Same depth of expertise; the deliverable changed. Implementation is now downstream — cheaper and faster than ever, thanks to AI — which makes the planning the high-leverage moment.
Why not just hire a consultant?
A consultant sells time or execution. The Blueprint sells a decision: a document you can hand to anyone, independent of who builds. See the full comparison.
Why not just use AI to plan this ourselves?
Try it. AI is excellent at producing plausible-sounding plans. It is bad at sitting with six executives who don’t agree, surfacing the unspoken constraints, recognizing patterns from 100+ similar firms, and producing a decision register that someone will actually defend in front of the partners. The scarce skill is no longer the clicking. It’s the deciding.
How long does it take?
A Sprint is typically 2–4 weeks. A Full Blueprint is typically 4–6 weeks depending on stakeholder availability and current-system complexity. The Architecture Partner engagement is monthly and ongoing.
What if we already have a HubSpot admin or RevOps lead?
Great. They’ll be in the room. They usually become the day-one owner of executing the Blueprint. We give them the architecture, the decisions, and the spec they couldn’t produce alone — not because they aren’t smart, but because they don’t have organizational permission to force the decisions.
What if we don’t know what we don’t know?
That’s the most common reason firms hire us. Pattern recognition across 100+ revenue-architecture engagements is the product. Whatever you’re facing, we’ve almost certainly seen the five versions of it before.
Is this just for law firms?
Law firms are our primary practice. Accounting firms come second through our ABACUS execution path. We’ve also served other professional-services firms where intake, referral, and matter-style workflows apply. If you’re unsure, raise it on the Future Design Call.
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.
Not a fit If you already know exactly what to build and just need a builder, we'll happily refer you.