Phase 1 of 4
01
Diagnose
Marketing, intake, tech stack, people, finances and who makes which decisions.
Now taking firm diagnostics
One team for the businessbehind your law firm.
Marketing, intake, operations, hiring, automation and software. One team, working from one plan and one set of numbers.
- service areas
- 8.
- service areas
- shared plan
- 1.
- shared plan
- day firm build
- 90.
- day firm build
your-firm.map
Websites✦SEO and AI search✦Paid media✦Intake✦Operations✦People✦Automation✦Custom software✦Financial visibility✦CRM✦Fractional COO✦Reporting✦
Where firms lose money
The expensive problems live in the handoffs: the lead nobody called back, the consult nobody followed up, the report nobody trusts.
The problem
Your law firm should not need seven vendors to run one business.
Each vendor sees one slice. The ad agency sees clicks. The intake consultant sees calls. The coach sees the owner. Nobody sees how a missed call on Tuesday changes what the ad budget should be on Friday.
firm-health.viewReports stop at leads
Gap 01
Marketing reports stop at leads.
Nobody can say which channel produces signed clients, so budget follows whoever reports the biggest number.
Gap 02
Intake never sees the ad report.
Leads arrive faster than anyone can call them back. More spend makes this worse, not better.
Gap 03
The CRM holds a different truth than the case system.
Staff re-type the same details three times and the owner stops trusting any dashboard.
Gap 04
Everything important still goes through the owner.
Growth adds decisions faster than it adds people who are allowed to make them.
The fix
We connect those parts.
You keep the vendors who are doing good work, and we make the rest of the business line up around them.
Where we work
Seven stages. Most vendors own one.
Every firm runs the same chain, from getting found to improving what works. We work across all seven.
- Stage 01
Get found
SEO, AI search, local, content, reviews
- Stage 02
Get chosen
Website, brand, ads, social, video
- Stage 03
Respond
Phones, chat, CRM, automation
- Stage 04
Convert
Intake, follow-up, consults, retainers
- Stage 05
Deliver
Case handoff, workflows, internal systems
- Stage 06
Run
People, operations, finance, leadership
- Stage 07
Improve
Data, reporting, AI, custom software
Services
Hire one piece, or the whole team.
Eight service areas run by specialists who share a plan. The diagnostic tells you which ones matter right now, and which ones do not.
- 01Growth and marketingSEO, AI search, paid media, content and creative, measured to signed cases.
- 02Intake and conversionResponse time, scripts, follow-up, coaching and the people answering the phone.
- 03Operations and fractional COOHands-on operational leadership, not motivational coaching.
- 04People and staffingRole design, hiring, virtual assistants and training that sticks.
- 05Technology and automationCRM, integrations, automation and AI where it actually belongs.
- 06Finance and profitabilityCash-flow visibility, controls and the numbers behind the next hire.
- 07Websites and developmentDesigned and built in-house, for search, speed and conversion.
- 08Custom software and AIWhen no product fits the way your firm works, we build it.
Not sure which ones you need? Start with the diagnostic.
Start the diagnostic360 Firm Diagnostic
We diagnose before we sell you anything.
The 360 Firm Diagnostic reviews marketing, intake, website, technology, people, operations and finances together. Then it tells you what to fix first, and what to leave alone.
- Marketing
- Intake
- Website
- Technology
- People
- Operations
- Finances
Our promises
Written into every diagnostic
- We do not assume the answer is more advertising.
- If your real problem is intake, we tell you.
- If the website works, we will not rebuild it for sport.
- If leadership is the problem, more software will not fix it.
The 90-Day Firm Build
Diagnosis and implementation in one engagement.
One roadmap instead of eight unrelated audit documents.
Day 1Day 90
Priority levels used in the roadmap
CriticalNextGrowthLater
Phase 2 of 4
02
Prioritize
Every recommendation gets an owner, a success metric and a place in the sequence.
Phase 3 of 4
03
Build
Fix intake, rebuild the CRM, correct tracking, hire, document, automate. Whatever comes first for your firm.
Phase 4 of 4
04
Measure
Reporting goes live, we review what changed and name the next constraint.
Technology audit
Sometimes the right software exists. Sometimes it does not.
Every technology audit ends with a plain verdict for each tool and workflow. If five tools can become two, we are not going to recommend tool number six.
- Keep
- Fix
- Connect
- Replace
- Build
Example stack auditIllustrative only
Case management systemStaff use it daily and it does the job
KeepCRMPipeline stages nobody updates
FixCall tracking and adsCalls never tied to signed cases
ConnectThird scheduling toolOverlaps with two others
ReplaceManagement dashboardNothing off the shelf shows it all
BuildCompared
Why firms stop stacking vendors
Most firms end up with a marketing agency, a coach and a pile of software. Each can be good at its slice. This is where each one usually stops.
Websites, SEO and paid media
AGLawTechIn-house, including development
- Legal marketing agencyUsually their core work
- Coach or consultantRarely
- Software vendorsNot their job
Intake audits, scripts and coaching
AGLawTechA full service line
- Legal marketing agencySometimes, as an add-on
- Coach or consultantSometimes
- Software vendorsNot their job
Reporting to cost per signed client
AGLawTechThe target wherever data exists
- Legal marketing agencyOften stops at leads
- Coach or consultantRarely
- Software vendorsOnly if someone sets it up
Hands-on operations work
AGLawTechA fractional COO who steps in
- Legal marketing agencyRarely
- Coach or consultantAdvice, usually not execution
- Software vendorsNot their job
CRM, integrations and automation
AGLawTechAcross your whole stack
- Legal marketing agencySometimes
- Coach or consultantRarely
- Software vendorsInside their own product
Custom software built around your process
AGLawTechDesigned and built in-house
- Legal marketing agencyRarely
- Coach or consultantNo
- Software vendorsTheir product, their way
Start with one problem, no bundle
AGLawTechModular by design
- Legal marketing agencyVaries
- Coach or consultantOften sold as a program
- Software vendorsPer-seat licences
Tells you when you do not need something
AGLawTechBuilt into the diagnostic
- Legal marketing agencyVaries
- Coach or consultantVaries
- Software vendorsVaries
A general picture of each category, not a review of any specific company. Plenty of good agencies, consultants and vendors exist. The gap is usually between them.
Is this you?
You are probably in the right place if
- You have leads but too few signed cases.
- The owner still approves everything.
- Your marketing reports stop at leads.
- Your staff is busy but accountability is unclear.
- You have six tools doing the job of two.
- You are opening another location.
- You need people before growth breaks the team.
- You want automation without turning the firm into a tech experiment.
- You need software that does not exist off the shelf.
The team
Specialists, not one account manager pretending to know everything.
FAQ
What firm owners ask us first
Something else on your mind? Put it in the diagnostic form and we will answer it directly.
No. If a vendor is doing good work, we work alongside them. The diagnostic separates what should be kept from what should be fixed, connected, replaced or built.