WHAT WE BUILD.

AI Advice & Consulting

Your competitors are already using AI for intake triage, document review, and demand-letter drafting. We audit your tech stack, close the gaps, and build the roadmap — without compromising attorney-client privilege or bar ethics rules.

Strategic Advisory

From boutique practices to national advertising firms, we've built the playbook. Whether you're scaling to a second market or preparing for a private-equity exit, the blueprint has to be right the first time.

Fractional COO

You don't need a $300K/year COO. You need one for the 18 months it takes to fix intake, rebuild the referral program, and get your cases moving. That's exactly what we do.

Leadership & Talent Development

Turnover in PI firms is a case-value killer. We use the Invested Leadership methodology to reduce churn, increase staff ownership, and build the culture your best people will stay for.

Firm Performance Diagnostics

We walk your intake department, shadow your case managers, and sit in on settlement calls. Then we hand you a report that tells you exactly where you're bleeding — time, money, and cases.

Technology & Analytics

25+ patents. We don't just recommend software — we know what's inside it. We build KPI dashboards calibrated to PI metrics: cost per signed case, case velocity by injury type, and attorney utilization rate.

Marketing & Growth Strategy

PI firms spend more on advertising per dollar of revenue than almost any other business category. We align your war-chest spend with your actual conversion funnel — from billboard call to signed retainer.

Change & Crisis Management

Key attorney departure. Rogue case manager. Vendor implosion. We've seen it. We provide interim structure to keep the firm moving while you rebuild.

A defined scope, a clear deliverable, a fixed timeline. Right for firms that know the problem and need it solved.

Ongoing strategic partnership. Monthly strategy sessions, weekly accountability, on-call access. Right for firms that are scaling.

Embedded leadership for a defined period. We run the operation while you run the cases.

One firm per market. Full access, no conflicts. If your market is open, don't wait.