Case Study: Legal Workflow Redesign for Small Law Firm

Operational Efficiency | Task Management | Revenue Impact

The Opportunity

A 6-attorney legal team lacked visibility into outstanding casework, risking missed deadlines and revenue leakage.

Our Role

As part of a 3-month engagement, we:

✔️ Built a Central Task Management System
Created a streamlined system using Google Workspace and custom automations to track 200+ legal workflows.

✔️ Improved Cross-Team Visibility
Rolled out new internal reporting to highlight bottlenecks and prioritize high-dollar client work.

The Outcome

Attorneys gained clarity on deadlines, improved responsiveness, and reduced delays on over $2M in casework.

Snapshot

• Sector: Legal Services

• Client Type: Small Firm

• Our Work: Workflow Design · Revenue Recovery · Internal Systems