Profit-first Law Firm Marketing & Operations Leadership.
Most law firms can't justify a full-time CMO and a full-time COO—but they feel the absence of both. I fill that gap. For nearly a decade I ran the business side of a growing, multi-office law firm, taking it from a single office to four and from a one-person business unit to a full operations organization supporting more than a dozen attorneys and nearly fifteen hundred open cases.
I'm a data-driven operator: I build the growth engine (marketing plan with accompanying channel-specific strategies) and the machine behind it (workflows, KPIs, financial visibility, team structure) so the two actually work together.
My goal is simple: identify your highest-leverage growth opportunities and set you on the path to achieve that growth as quickly as possible. I save you money by planning to be involved as much as needed—but as little as possible.
Engagements start with a discussion about your goals, an initial audit that surfaces inefficiencies across your firm, and then a plan identifying the levers to pull for more profit.
We jump on a call and determine your firm's goals. Are you looking to increase revenue, improve client retention, or expand your practice areas? We also discuss problems you're facing and any constraints you have.
I assess your firm through a series of questions: marketing, intake, workflows, finances, customer experience, tech stack & systems integration. I identify leaking profits and growth opportunities. This initial audit is not in-depth, but it gives us a solid foundation for the next steps.
I map out my suggestions for work to complete that will "move the needle" as fast as possible. On the operations side, that includes up to a full operational audit as well as an implementation plan moving forward. On the marketing side, that includes up to a full marketing plan—if appropriate—or a "quick-and-dirty" series of steps and strategies to generate the revenue you need.
I implement the key changes identified in the previous steps and help you identify the key staff or connections needed to support these changes.
I train your team on any process or systems updates, and ensure they have the skills and knowledge to maintain the improvements.
I monitor the implementation of the changes and optimize them over time to ensure they continue to drive results, for as long as you need.
*Full marketing plans might not be the best option for your firm; I adjust accordingly.
*Not all firms need a full plan—just next steps; I adjust accordingly.
Ran every non-attorney function in the firm — marketing, intake, client care, paralegals, file room, finance, billing & collections, HR — a team of 37 supporting 14 attorneys. Led the firm's EOS adoption as Integrator and led out on opening offices two through four.
Grew from managing social media into owning the firm's entire marketing spectrum — paid ads, radio, website, SEO, and PPC. Built a Python-based analysis engine across thousands of posts to tune organic strategy; ran social at $31 CPL, $124 CPA, and 30× ROAS.
Built a brand-new company from the ground up as part of the founding management team: brand, websites, paid advertising, inbound sales process, CRM and lead-generation systems, plus physical buildout and construction management. Drove $400K in revenue in the first year of operation.
Led marketing and revenue strategy for a mental-health nonprofit — all organic, no paid budget, which demands the most creative kind of growth work.
Ready to find out where your firm is leaking profit? Grab a time below and we'll jump on a call.