Services

I stay through execution.

Every engagement starts with a proper diagnostic. What I find determines what I build. The goal is always a system that runs after I'm gone — not a deliverable you have to figure out yourself.

Core Service

Fractional COO

Embedded operations leadership for law firms that need real expertise without a full-time hire. I work inside your numbers, your tech stack, your staffing decisions — not around them.

What I actually look at

Billing data, collections rates, realization rates, WIP, A/R aging, compensation structure, and headcount efficiency. Not a 30-slide summary of your industry — your firm's actual numbers.

The engagement model

Discovery → Diagnostic → Stakeholder interviews → Roadmap → Implementation → Rhythm and accountability. I don't stop at the deck. Most engagements run 6–12 months minimum — real operational change takes time.

Who it's for

Small to mid-sized law firms — typically 5 to 50 attorneys — where the managing partner is doing too much, the systems are person-dependent, and growth is creating more chaos instead of less margin.

Who it's not for

Firms looking for someone to delegate admin work to, owners who want a recommendation without doing the work themselves, or anyone looking for generic advice that applies to every firm equally.

Starting Point

Operations Diagnostic

If you're not ready for a full fractional engagement, the diagnostic is the right starting point. It gives you an accurate picture of what's actually going on — which is usually different from what the owner thinks is going on.

What the diagnostic covers

→ Financials: P&L structure, realization, collection rate, billing velocity
→ KPIs: what you're measuring, what you should be, what the gaps mean
→ Tech stack: what's being used, what's redundant, what's missing
→ Staffing and compensation: capacity, utilization, whether you're paying the right people the right amount
→ Stakeholder interviews: attorneys, admin, and leadership — to understand where the actual friction is

Deliverable: a written analysis with a 30/60/90-day roadmap. Specific to your firm — not a template with your name swapped in.

AI & Automation

AI Builds for Law Firms

Not AI strategy decks. Actual builds. I design and deploy targeted automations for specific firm problems — and I'm not going to sell you a platform you don't need.

Featured Build

EstatePlanOS

An AI paralegal agent built specifically for estate planning practices. EstatePlanOS processes client intake, extracts structured data, runs it against your document templates, and hands attorneys analysis-ready packages — without a paralegal touching every file.

✓ Automated intake processing and data extraction
✓ WealthCounsel API integration
✓ Attorney-ready analysis output — not raw AI output
✓ Runs on your infrastructure — no monthly SaaS fees

Learn About EstatePlanOS

Other common builds

Operations dashboards (billing, AR, KPIs in one view), intake automation, billing review tools, collections pipeline trackers. Every build starts from the actual problem, not a product catalog.