Streamlined Legal Solutions
Structured Operations, Designed Around Your Firm
Every law firm operates differently, but all share the same goal: predictable, efficient, and reliable systems.
Our Legacy packages are built to deliver measurable operational impact, from foundational workflow support to comprehensive operational partnership. Each tier is designed to reduce bottlenecks, protect revenue, and streamline client experience—scaling with your firm without locking you into unnecessary hours or tasks.
Operational Diagnostic & Foundation
$2,500
one-time or applied toward the implementation tier if continued)
What's Included:
- Intake & Systems Review
A high-level review of intake, communication flow, workflow ownership, and client experience. - Gap & Risk Identification
Identification of bottlenecks, revenue leakage, and areas where inconsistency is quietly creating strain. - Prioritized Action Summary
Clear recommendations outlining what to address first and what will create the most immediate operational relief. - Strategy Review Session
A guided walkthrough of findings with a Legacy consultant to clarify implications and discuss next steps—whether or not you continue with ongoing support.
Ideal For: Firms that want clarity before making changes. It’s often the first step for attorneys who sense operational strain and want to understand what’s actually driving it before committing to an ongoing partnership.
Implementation & System Setup
Monthly investment:$4,500–$6,500
What's Included:
- Design and implementation of optimized intake, workflow, and communication systems
- Documentation of processes and clear operating standards
- Staff training and alignment to support consistent execution
- Integration of tools and platforms to streamline daily operations
- KPI setup to track performance and guide ongoing refinement
Ideal For: Firms ready to turn insight into action and establish operational systems that function consistently as the practice grows.
Outcomes:
- More predictable intake and case flow
- Fewer workflow errors and internal bottlenecks
- Clear ownership and accountability across the team
- Measurable improvements in client experience and operational efficiency
Ongoing Operational Partnership
Monthly investment: $2,500–$3,500/month
What's Included:
- A dedicated operational partner overseeing workflows and systems
- Ongoing monitoring of intake, billing, and client communication
- Regular staff and partner check-ins to maintain alignment and efficiency
- Quarterly operational reviews with updates as needed
- Priority guidance for growth initiatives or process change
Ideal For: Firms seeking continuous operational oversight, proactive issue prevention, and long-term systems stewardship.
Outcomes:
- Stable, consistent operations across the firm
- Reduced risk of missed deadlines, lost clients, and revenue leakage
- Sustained team engagement and clearer accountability
- Strategic support to scale with confidence without operational chaos
Calculate the ROI of Improving Your Firm’s Operations
Use the calculator below to estimate how much revenue your firm could recover or generate by improving intake, workflows, and billing efficiency.
Inputs
- Average case value / matter value
- Leads per month
- Current intake conversion rate (%)
- Target conversion rate (%)
- Attorney hourly rate
- Hours per week lost to admin tasks
- Current billing cycle length (days)
- Target billing cycle length (days)
Outputs (what the calculator shows)
1. Additional Revenue from Intake Improvements
(Leads per month × (Target – Current conversion%) × Average case value)
2. Time Reclaimed for Attorneys (hours → dollars)
(Hours reclaimed per week × 4 weeks × Attorney hourly rate)
3. Revenue Impact of Shorter Billing Cycles
Conservative formula:
((Current cycle – Target cycle) ÷ 30) × Monthly revenue
4. Total Estimated Monthly ROI
Sum of the three impact areas above.
5. Annualized ROI
Monthly ROI × 12
Example ROI Output
A small firm improving intake by 10%, reclaiming 10 hours/week for the attorney, and reducing billing delays by 7 days typically sees:
- $6,500–$14,000/month in increased or protected revenue
- $78,000–$168,000/year in total ROI
Operations ROI Calculator
Estimate the monthly and annual return your firm could realize by improving intake, reclaiming attorney time, and shortening billing cycles. Enter conservative numbers for realistic results.
Note: This tool gives conservative, estimated outcomes for planning purposes. For a firm-specific projection and guaranteed roadmap, consider our Operational Intake Diagnostic™.