Legal Consultancy Process Overhaul
Budget: $30 – $250 USD
My boutique legal consultancy is under-performing because our back-office functions were never built to scale. I need a management consultant who can give me a clear, actionable blueprint—starting with receivables management and expanding into client relations, budgeting, and internal controls.
Top priority
• Receivables management: invoices go out, yet follow-ups stall. I want tighter, clearer payment terms and policies that make collections routine, not reactive.
Scope of the first phase
1. Diagnose current workflows and pinpoint the bottlenecks in our follow-up cycle.
2. Draft straightforward payment-term language and an implementation plan we can share with every new client.
3. Map a simple but disciplined process for client onboarding, matter tracking, and budget monitoring so revenue leaks stop before they start.
4. Deliver a concise action plan (checklist, timeline, and owner for each task) that I can roll out immediately.
If we click, I see this turning into a longer engagement covering full budgeting controls, KPI dashboards, and wider business-development initiatives. Please quote your monthly fee alongside any one-off setup costs so I can judge ongoing affordability.
Experience guiding professional-services firms—especially law practices—is a plus, but solid evidence of process design and receivables turn-around will speak louder than buzzwords.
Top priority
• Receivables management: invoices go out, yet follow-ups stall. I want tighter, clearer payment terms and policies that make collections routine, not reactive.
Scope of the first phase
1. Diagnose current workflows and pinpoint the bottlenecks in our follow-up cycle.
2. Draft straightforward payment-term language and an implementation plan we can share with every new client.
3. Map a simple but disciplined process for client onboarding, matter tracking, and budget monitoring so revenue leaks stop before they start.
4. Deliver a concise action plan (checklist, timeline, and owner for each task) that I can roll out immediately.
If we click, I see this turning into a longer engagement covering full budgeting controls, KPI dashboards, and wider business-development initiatives. Please quote your monthly fee alongside any one-off setup costs so I can judge ongoing affordability.
Experience guiding professional-services firms—especially law practices—is a plus, but solid evidence of process design and receivables turn-around will speak louder than buzzwords.