Legal Process Accelerator for firms that want fewer dropped balls and faster signings
For managing partners and COOs who need standardized intake and matter workflows plus a clear path to automation.
Schedule a 30-Minute Strategy Call →The problem
Scattered steps live in heads and inboxes
Critical process knowledge isn't documented—it walks out the door when people leave.
Clients get duplicative asks and slow follow-ups
Without clear handoffs, prospects repeat themselves and wait too long for responses.
No single owner to ensure the process sticks
Good intentions fade without accountability, training, and ongoing reinforcement.
What you get
Documented process library
Plain-language documentation starting with your highest impact workflows
Input maps
Staff have what they need without chasing details
Client-facing scripts and templates
Consistent touchpoints that improve the client experience
Internal workflow map
Clean process with clear ownership at every step
Adoption plan
Training, role-plays, and success criteria to ensure it sticks
Optional CRM integration
Automate capture, routing, and case creation in your legal system
How it works
Discovery and process selection
We identify your highest-impact workflows and understand what's working, what's not, and where the quick wins are hiding.
Document, streamline, and define purpose and inputs
We capture your process in plain language, remove unnecessary steps, and clarify what each role needs to succeed.
Client-view design, internal map, and adoption toolkit
Build the client-facing experience, create internal workflow maps, and develop training materials for your team.
Optional automation
Routes, reminds, and syncs signed cases into your legal system—so nothing falls through the cracks.
⏱️ Typical engagement delivers first process in weeks, with measurable wins in the first 90 days.
Outcomes and metrics
Faster response times
Fewer dropped leads with clear ownership and automated reminders
15–25% lift in signed matters
Common when speed to lead improves and nothing falls through the cracks
Clear pipeline visibility
See bottlenecks and conversion by source at a glance
Case snapshot
Personal Injury Firm Success Story
A personal injury firm handling hundreds of new cases monthly unified marketing and case data, automated referral capture, and improved analytics. Staff morale improved as manual entry dropped.
Integrations and tech
Common stack: HubSpot as intake and CRM, plus your legal platform
We connect the dots and document every change with in-app guides so your team can run independently.
Pricing and packaging
Outcome-based, flat-fee engagements
Transparent scope and timeline inside Asana. You'll always know what's included, what's coming next, and when to expect results.
Frequently asked questions
Clean, repeatable steps prevent automating chaos. The eight-step approach starts with clarity, then streamlines, then layers tech.
We assign an executive sponsor on your side, provide scripts and samples, and set clear success criteria. We also keep it fun in month one to build momentum.
Most firms see early wins in 90 days and strong ROI within the first year when intake and referrals are systematized and synced.
Ready to accelerate your legal processes?
Schedule a 30-minute strategy call and see how the Legal Process Accelerator would look at your firm.
Schedule Your Strategy Call →