Streamlined Legal Solutions
Structured Support, Tailored to How You Practice
Every firm has different needs but the same desire: clarity.
Each Legacy package is designed to provide sustainable support, predictable structure, and measurable relief.
Whether you need foundational assistance or a full-scale operational partner, our tiers grow with you without locking you into unnecessary hours or tasks.
The Legacy Method™
Our Proven 4-Phase Approach to Operational Clarity
Phase 1: Clarify
Where we start: We begin with awareness. By auditing your current workflows, inbox, client intake, and communication patterns, we identify where efficiency is leaking and what’s standing between you and ease.
Focus Areas:
Workflow mapping and operational review
Inbox and document organization
Client communication audit
Administrative process discovery
Clarity is the first step toward sustainability.
Phase 2: Structure
Once we understand the landscape, we build the framework. This is where clarity takes form — through streamlined workflows, templates, and automation that make daily operations flow seamlessly.
Focus Areas:
CRM setup and automation (Clio, Lawmatics, Filevine, etc.)
Email and scheduling system creation
Template libraries for correspondence, billing, and intake
Standard operating procedure (SOP) development
Structure creates freedom — not limits.
Phase 3: Systemize
Here, we translate your foundation into rhythm. Through consistent systems, we ensure that every process can be repeated, delegated, and tracked — turning chaos into continuity.
Focus Areas:
Client onboarding and follow-up systems
Task and workflow delegation frameworks
Monthly KPI tracking and operational reporting
Time management structures and calendar optimization
Systems turn good intentions into reliable outcomes.
Phase 4: Sustain
Sustainability is where leadership takes root. We maintain and refine your systems over time so your practice can continue to grow without reverting to chaos.
Focus Areas:
Monthly operational audits
Efficiency and productivity analysis
Refinement of automated systems
Ongoing firm support and admin oversight
Legacy is built through consistency that outlasts you.
The Clarity Cycle™
Continuous Evolution for Sustainable Growth
Clarity isn’t a one-time achievement — it’s a rhythm.
The Clarity Cycle™ is our ongoing review process designed to keep your firm evolving alongside your goals.
Each cycle includes:
- Monthly or quarterly performance assessments
- Workflow and communication optimization
- Strategic adjustments before bottlenecks appear
- Data-informed recommendations for sustained clarity
Your systems should grow as your impact does.
The Legacy Lens™
Our Guiding Philosophy
We believe systems aren’t cold — they’re compassion, organized into function.
Through the Legacy Lens™, we design with empathy, precision, and long-term sustainability in mind.
Our work is rooted in three quiet promises:
- Clarity without chaos — Systems that simplify, not overwhelm.
- Structure without rigidity — Frameworks flexible enough to evolve with your practice.
- Support without dependency — Solutions that empower independence, not reliance.
Leadership begins with the order you model.
Custom Package:
Hourly or Project Support
TBD
Hours Included: As needed/month
Services Include:
- TBD
Every firm is unique. Let’s build a support model that scales with your caseload and aligns with your priorities.
Foundation Plan
Monthly investment: $1,500
Hours Included: 30 hours/month
- We stabilize the essentials — calendar, inbox, and client communication — and create operational consistency where it matters most.
Ideal For: For firms ready to stabilize the basics of their operations.
Result: Your inbox and schedule stay controlled, giving you mental bandwidth to focus on clients and casework.
Structure Plan
Monthly investment: $3,000
Hours Included: 60 hours/month
- We design systems that allow you to delegate with confidence, automate intelligently, and manage workflow across cases.
Ideal For: For attorneys seeking rhythm, automation, and streamlined communication.
Result: A firm that moves cohesively—organized, responsive, and calm.
We accept a limited number of new clients each quarter to ensure strategic focus.
Sustain Plan
Monthly Investment: $5,000
Hours Included: 100 hours/month
- We refine and maintain your systems, monitor performance, and ensure your operations evolve alongside your goals.
Ideal For: For practices focused on growth, scalability, and ongoing clarity.
Result: A fully supported backend with measurable structure, freeing you to lead with clarity.
We accept a limited number of new clients each quarter to ensure strategic focus.
Why Attorneys Choose Legacy Contracts
- Operational Expertise: Over a decade of legal administrative experience supporting multiple practice areas.
- Tailored Systems: Each workflow is designed for your firm’s unique rhythm — not a template.
- Calm Precision: We lead with intention, helping you create a practice that feels as organized as it looks.
Legacy isn’t just what you leave behind — it’s what sustains you while you lead.