Services

Strategy & Operations

Our clients value our industry knowledge and insight as objective observers of their organization. They depend on us to help guide their strategic approach, taking into consideration market risks and opportunities, as well as optimization of their operations and resources. Our work has included advising on development of core business as well as exploratory ventures and service offerings. We have also advised regarding firm launches, reorganizations, firm expansion and firm rebrands. Where additional resources are needed, we source and manage specialized project teams from start to finish.

Sample Projects

Business Strategy Review: Pioneered Strategic Analytics Review of Financial, Client, Business Development, and Lateral Partner Recruiting Data culminating in graphical presentations of findings and recommendations for alignment of key operational pillars of firm strategy for the firm’s five-year strategic plan.
New Law Firm Launch: Advised top shareholders in a group of lawyers on a new law firm venture. Handled all phases including Pre-Launch, Soft-Launch, Launch Support. Created short run and long run business plans, startup budget, IT infrastructure and cybersecurity protocols, as well as research, vetting, and negotiating software provider contracts, including Clio.
Priority Clients Analysis: Conducted a study of all firm clients over 3 years to identify those that meet minimum KPI’s for inclusion in a Priority Client/VIP/Elite client roster for proactive account management with high likelihood to secure and defend firm core business. This methodology identified 45 of the firm’s most loyal and profitable clients accounting for an aggregate of $166Million in Revenue over 3 years, from the entire universe of thousands of firm clients.
Debt Advisory Firm Re-Brand and Expansion: Worked alongside Managing Directors to plan and implement operations and marketing activities related to firm expansion, including website upgrade, press relations, client development and team communications. Acted as general business manager overseeing operational activity and serving as point person to firm vendors and consultants.
Pricing and Discount Analysis: Conducted an in-depth pricing study to analyze the pricing, discounting, and realization metrics from client acquisition through the clients’ lifecycle to identify optimal pricing strategy at RFP, Pitch, and client intake stage.
Competitive Intelligence Analysis: Compile and analyze vast amounts of legal industry practice trends and best practices across law firm markets for business intelligence purposes.