91% faster
Conflict checks
From 45 minutes to 4 minutes
CASE STUDIES
From Coordination Chaos to Scalable Systems
See how we've helped organizations rebuild their operational infrastructure and achieve measurable outcomes.
Management Consulting Boutique
Toronto, Canada | $2M Revenue | 15 Employees
Building scalable infrastructure before hitting the ceiling
The Challenge
A Toronto-based management consulting firm was approaching $2M in revenue and starting to experience early signs of systems failure. With only 15 people, they were small enough that most coordination happened through Slack and email, but context was already starting to evaporate. Client projects required the two founding partners to be involved in every major deliverable because they were the only...
The Solution
We rebuilt their knowledge infrastructure and client delivery workflows over 90 days, establishing systems that would scale to $10M+. Unlike reactive rebuilds, this was proactive infrastructure investment. The audit revealed that 40% of consulting work was reinventing solutions that existed in previous projects—nobody could find or reuse past frameworks, analyses, or client deliverables. We built...
The Results
8 hours
Weekly time saved
Partners freed from knowledge transfer meetings
22% increase
Junior consultant utilization
Reusing past work vs. reinventing
$50K+ saved
First year efficiency
Avoided hiring coordinator role
"Most firms our size don't have infrastructure—they have tribal knowledge and Google Drives. We're building for $10M+ while we're still small enough to get it right."
— Managing Partner
Financial Advisory Firm | London, UK | $8M Revenue | 45 Employees
From founder bottleneck to scalable operations in 90 days
THE CHALLENGE
A London-based financial advisory firm was growing rapidly, but their founder was drowning in operational decisions. Client onboarding took 3-4 weeks due to manual handoffs between advisory, compliance, and account management teams. Every client escalation required the founder's involvement because context lived entirely in his head. The firm had hired three operations people in 18 months, but coordination overhead grew faster than capacity. They were approaching $10M revenue but couldn't scale past their current client load without the founder working 80-hour weeks.
THE SOLUTION
We rebuilt their client lifecycle infrastructure over 90 days. Phase 1 revealed that 60% of the founder's time was spent answering questions that should have been systematically captured. We mapped three core workflows: client onboarding, quarterly review process, and compliance documentation. Each workflow was instrumented with decision-trace capture so context moved automatically between teams.
The compliance team, previously operating in isolation, was integrated into a unified visibility layer where account managers could see regulatory status in real-time. We automated the onboarding checklist progression and built escalation protocols with clear ownership at each stage. AI enforcement flagged when workflows stalled beyond historical norms and surfaced relevant precedent from previous client situations.
By day 30, the founder had reclaimed 12 hours per week. By day 90, client onboarding dropped from 21 days to 9 days, and the firm onboarded 8 new clients without adding headcount.
THE RESULTS
12 hours
Weekly time reclaimed
Founder no longer in coordination meetings
57% faster
Client onboarding
From 21 days to 9 days
8 new clients
Without hiring
Existing team scaled with infrastructure
"We went from reacting to fires daily to actually running the business. The infrastructure doesn't just track work—it moves it forward automatically."
— Managing Director
If your infrastructure can't support your growth, let's redesign it.
Innovation that flows
Schedule Diagnostic →Immigration & Employment Law Firm
Miami, FL • $3.2M Revenue | 18 Employees
From matter chaos to systematic case management in 95 days
THE CHALLENGE
A Miami-based immigration and employment law firm was experiencing the operational breakdown common to practices between $2M-$5M. With 18 people across 4 partners and 14 staff (paralegals, associates, and admin), they were drowning in matter coordination overhead.
Their Clio Manage instance had become a data graveyard—everyone logged time, but case context lived in partner emails, Slack threads, and 'quick conversations' that were never documented. When clients called with questions, intake staff had to interrupt attorneys to get status updates because nothing in Clio reflected current case posture or next steps. Conflict checks took 45+ minutes because engagement history was scattered across Clio, their document management system (NetDocuments), and partner mental archives.
THE SOLUTION
We rebuilt their matter lifecycle infrastructure over 95 days, integrating their existing tech stack (Clio Manage, NetDocuments, LawPay, and their client portal) into a decision-trace system.
Phase 1 audit revealed the core problem: matter ownership was fragmented. Partners 'owned' client relationships, associates 'owned' legal work, paralegals 'owned' procedural filings, but nobody owned the complete matter from engagement through close. When something went wrong, responsibility diffused across the team.
THE RESULTS
35% faster
Petition drafting
Reusing proven strategies from past matters
22% increase
Matter capacity
Same team, systematic infrastructure
89% reduction
Billing prep time
From 8 hours to 90 minutes monthly
10 hours
Weekly time reclaimed
Partners freed from coordination overhead
8.9/10
Client satisfaction
Up from 7.2, measured via surveys
"We went from every matter feeling like controlled chaos to having confidence that nothing falls through the cracks. Associates can actually practice law instead of spending half their time hunting for information, and our clients notice the difference."
Infrastructure integrated: Clio Manage (practice management), NetDocuments (DMS), LawPay (billing), client portal, with custom decision-trace overlay and AI semantic search.
Management Consulting Boutique
Toronto, Canada | $2M Revenue | 15 Employees
Building scalable infrastructure before hitting the ceiling
The Challenge
A Toronto-based management consulting firm was approaching $2M in revenue and starting to experience early signs of systems failure. With only 15 people, they were small enough that most coordination happened through Slack and email, but context was already starting to evaporate. Client projects required the two founding partners to be involved in every major deliverable because they were the only...
The Solution
We rebuilt their knowledge infrastructure and client delivery workflows over 90 days, establishing systems that would scale to $10M+. Unlike reactive rebuilds, this was proactive infrastructure investment. The audit revealed that 40% of consulting work was reinventing solutions that existed in previous projects—nobody could find or reuse past frameworks, analyses, or client deliverables. We built...
The Results
8 hours
Weekly time saved
Partners freed from knowledge transfer meetings
22% increase
Junior consultant utilization
Reusing past work vs. reinventing
$50K+ saved
First year efficiency
Avoided hiring coordinator role
"Most firms our size don't have infrastructure—they have tribal knowledge and Google Drives. We're building for $10M+ while we're still small enough to get it right."
— Managing Partner
Immigration & Employment Law Firm
Miami, FL • $3.2M Revenue | 18 Employees
From matter chaos to systematic case management in 95 days
THE CHALLENGE
Paste challenge summary…
THE SOLUTION
Paste solution summary…
THE RESULTS
91% faster
Conflict checks
From 45 minutes to 4 minutes
35% faster
Petition drafting
Reusing proven strategies from past matters
22% increase
Matter capacity
Same team, systematic infrastructure
89% reduction
Billing prep time
From 8 hours to 90 minutes monthly
10 hours
Weekly time reclaimed
Partners freed from coordination overhead
8.9/10
Client satisfaction
Up from 7.2, measured via surveys
“Paste client quote…”
Paste technical note…
If your infrastructure can't support your growth, let's redesign it.
Innovation that flows
Schedule Diagnostic →CASE STUDIES
From Coordination Chaos to Scalable Systems
See how we've helped organizations rebuild their operational infrastructure and achieve measurable outcomes.
Financial Advisory Firm
London, UK • $8M Revenue | 45 Employees
From founder bottleneck to scalable operations in 90 days
THE CHALLENGE
A London-based financial advisory firm was growing rapidly, but their founder was drowning in operational decisions. Client onboarding took 3-4 weeks due to manual handoffs between advisory, compliance, and account management teams. Every client escalation required the founder's involvement because context lived entirely in his head. The firm had hired three operations people in 18 months, but coordination overhead grew faster than capacity. They were approaching $10M revenue but couldn't scale past their current client load without the founder working 80-hour weeks.
THE SOLUTION
We rebuilt their client lifecycle infrastructure over 90 days. Phase 1 revealed that 60% of the founder's time was spent answering questions that should have been systematically captured. We mapped three core workflows: client onboarding, quarterly review process, and compliance documentation. Each workflow was instrumented with decision-trace capture so context moved automatically between teams. The compliance team, previously operating in isolation, was integrated into a unified visibility layer where account managers could see regulatory status in real-time. We automated the onboarding checklist progression and built escalation protocols with clear ownership at each stage. AI enforcement flagged when workflows stalled beyond historical norms and surfaced relevant precedent from previous client situations.
THE RESULTS
12 hrs/week
Founder time reclaimed
By day 30
21 → 9 days
Onboarding time
Down from 3-4 weeks
8 clients
New clients onboarded
No added headcount
60%
Time on repeat questions
Captured systematically in Phase 1
3 workflows
Lifecycle mapped
Onboarding, reviews, compliance docs
90 days
Infrastructure rebuild
Decision-trace + visibility layer
Workflows rebuilt: client onboarding, quarterly review process, compliance documentation. Added decision-trace capture, unified visibility, escalation protocols, and AI stall detection.
Management Consulting Boutique
Toronto, Canada | $2M Revenue | 15 Employees
Building scalable infrastructure before hitting the ceiling
The Challenge
A Toronto-based management consulting firm was approaching $2M in revenue and starting to experience early signs of systems failure. With only 15 people, they were small enough that most coordination happened through Slack and email, but context was already starting to evaporate. Client projects required the two founding partners to be involved in every major deliverable because they were the only...
The Solution
We rebuilt their knowledge infrastructure and client delivery workflows over 90 days, establishing systems that would scale to $10M+. Unlike reactive rebuilds, this was proactive infrastructure investment. The audit revealed that 40% of consulting work was reinventing solutions that existed in previous projects—nobody could find or reuse past frameworks, analyses, or client deliverables. We built...
The Results
8 hours
Weekly time saved
Partners freed from knowledge transfer meetings
22% increase
Junior consultant utilization
Reusing past work vs. reinventing
$50K+ saved
First year efficiency
Avoided hiring coordinator role
"Most firms our size don't have infrastructure. they have tribal knowledge and Google Drives. We're building for $10M+ while we're still small enough to get it right."
— Managing Partner
Infrastructure integrated: Notion (knowledge base & methodology library), ClickUp (project ownership & structured handoffs), Glean (AI semantic search across past client work and deliverables), with custom decision-trace overlay capturing approach rationale, alternatives considered, and lessons learned per engagement.
Immigration & Employment Law Firm
Miami, FL • $3.2M Revenue | 18 Employees
From matter chaos to systematic case management in 95 days
THE CHALLENGE
A Miami-based immigration and employment law firm was experiencing the operational breakdown common to practices between $2M-$5M. With 18 people across 4 partners and 14 staff (paralegals, associates, and admin), they were drowning in matter coordination overhead.
THE SOLUTION
We rebuilt their matter lifecycle infrastructure over 95 days, integrating their existing tech stack (Clio Manage, NetDocuments, LawPay, and their client portal) into a decision-trace system.
THE RESULTS
91% faster
Conflict checks
From 45 minutes to 4 minutes
35% faster
Petition drafting
Reusing proven strategies from past matters
22% increase
Matter capacity
Same team, systematic infrastructure
89% reduction
Billing prep time
From 8 hours to 90 minutes monthly
10 hours
Weekly time reclaimed
Partners freed from coordination overhead
8.9/10
Client satisfaction
Up from 7.2, measured via surveys
"We went from every matter feeling like controlled chaos to having confidence that nothing falls through the cracks. Associates can actually practice law instead of spending half their time hunting for information, and our clients notice the difference."
Salesforce Financial Services Cloud (client lifecycle & onboarding workflows), Asana (cross-team task ownership & escalation protocols), Axiom (compliance documentation & regulatory status tracking), Guru (AI semantic search across client history & precedent), with custom decision-trace overlay and automated workflow stall detection connecting advisory, compliance, and account management teams.
If your infrastructure can't support your growth, let's redesign it.
Innovation that flows
Schedule Diagnostic →CASE STUDIES
From Coordination Chaos to Scalable Systems
See how we've helped organizations rebuild their operational infrastructure and achieve measurable outcomes.
Financial Advisory Firm
London, UK • $8M Revenue | 45 Employees
From founder bottleneck to scalable operations in 90 days
THE CHALLENGE
A London-based financial advisory firm was growing rapidly, but their founder was drowning in operational decisions. Client onboarding took 3-4 weeks due to manual handoffs between advisory, compliance, and account management teams. Every client escalation required the founder's involvement because context lived entirely in his head. The firm had hired three operations people in 18 months, but coordination overhead grew faster than capacity. They were approaching $10M revenue but couldn't scale past their current client load without the founder working 80-hour weeks.
THE SOLUTION
We rebuilt their client lifecycle infrastructure over 90 days. Phase 1 revealed that 60% of the founder's time was spent answering questions that should have been systematically captured. We mapped three core workflows: client onboarding, quarterly review process, and compliance documentation. Each workflow was instrumented with decision-trace capture so context moved automatically between teams. The compliance team, previously operating in isolation, was integrated into a unified visibility layer where account managers could see regulatory status in real-time. We automated the onboarding checklist progression and built escalation protocols with clear ownership at each stage. AI enforcement flagged when workflows stalled beyond historical norms and surfaced relevant precedent from previous client situations.
THE RESULTS
12 hrs/week
Founder time reclaimed
By day 30
21 → 9 days
Onboarding time
Down from 3-4 weeks
8 clients
New clients onboarded
No added headcount
60%
Time on repeat questions
Captured systematically in Phase 1
3 workflows
Lifecycle mapped
Onboarding, reviews, compliance docs
90 days
Infrastructure rebuild
Decision-trace + visibility layer
Workflows rebuilt: client onboarding, quarterly review process, compliance documentation. Added decision-trace capture, unified visibility, escalation protocols, and AI stall detection.