Client work
One firm. Seven systems. Six months.
Everything below runs in production today. The numbers are measured from the live systems, not projected. There are no revenue figures here on purpose — a client's economics are theirs to disclose.
01
Buchanan Law Group
A Chicago family law firm running on a legacy CRM, a rented scheduling tool, a third-party automation layer and a large amount of manual reconciliation. No single system knew what a case cost, what had been promised to a client, or what was due in court tomorrow.
Read the case study →02
Lead Tracker
The firm ran its pipeline across a legacy CRM, spreadsheets and people's memory. Follow-up depended on someone remembering. Ad spend could not be tied to signed clients at all.
Read the case study →03
Case Tracker
The legal side of the firm: matters, court dates, orders, documents, billable time. It had to absorb a decade of records from two systems before it could replace either of them.
Read the case study →04
Promptu
Scheduling looks like the easiest thing on this list. It is the one where the edge cases are most expensive, because every one of them is a client who could not book a time.
Read the case study →05
SMS Hub
Client texting ran through a third-party automation platform that relayed messages onward and kept no durable record. Nobody could answer what had been said to a client, or when.
Read the case study →06
Payments Hub
Card, eCheck, bank transfer, peer-to-peer and paper cheques all arrived differently, and were matched to clients by hand every week — by someone whose job was not data entry.
Read the case study →07
Case Analytics
The firm quoted fixed fees against a blended average cost per case. The average was real, the arithmetic was correct, and it had been drawn from the wrong population.
Read the case study →08
MatterCounts
Invoicing ran on a general-purpose work platform the firm had long outgrown, with the ledger reconciled by hand every cycle. Bringing it in-house was the last piece of the programme, and the one that had to coexist with everything already built.
Read the case study →The programme page covers how the seven were sequenced, and what we would tell another firm to budget for.
Your firm is not this firm.
None of this transfers wholesale, and we would not propose it. What transfers is the method: map the operation, price the friction, then build only what the map justifies.
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