STRATEGY. SYSTEMS. CAPACITY.
Add Capacity to Your Law Practice Without Additional Headcount
I help legal teams optimize their workflows, strategies, and systems to get the most of the people and tools you're already invested in.
TRUSTED BY LAW PRACTICES
The Agile method creates the conditions for your team to improve
Focus
Clearly define your purpose, vision, and values
Teamwork
Encourage acts of leadership at all levels of your team
Efficiency
Make the most of your people and resources
Strategy
Develop a common purpose and consistent direction
Innovation
Build a culture of innovation with tools and practices
STRATEGY. SYSTEMS. CAPACITY.
The AGILE
METHOD
See the Work. Solve the Bottlenecks.
Strengthen Your Systems.
Our Kanban-based approach gives law firms real-time visibility into every matter and project - so you can reduce delays, balance capacity, and deliver better results for your clients.
Better Visibility
See every matter, deadline, and depedency, in real time.
Better Visibility
See every matter, deadline, and depedency, in real time.
Clear Priorities
Focus your team on the work that moves the needle.
Sustainable Capacity
Balance workloads and protect your team's capacity.
BETTER SYSTEMS. STRONGER RESULTS.
CLIENT
SUCCESS STORIES
From boutique firms to growth-focused
practices, these teams improved capacity,
delivery, and client outcomes with practical
changes that stick.
I've been working with law firms since 2013 to build high-performing teams that harness the Kanban methodology to deliver outstanding client value. My workshops and coaching get to the essence of what makes your practice work, where it needs to change, and how to bring your entire team together to achieve your goals.
Finding Focus at Presidio APC
Jeff De Francisco is a top expert in helping high-net-worth families navigate the complexities of California estate and tax law. His team first adopted Kanban in 2017 to gain visibility over workflows and the distribution of work. Over time, the method has helped him re-focus his entire operation around top-tier clients. Kanban gave Jeff the confidence and clarity to move away from hourly billing to a pricing model that better resonates with clients.
Team-building at The Commons Law Center
The Commons Law Center is a nonprofit law firm that serves clients below 400% of the federal poverty level with sliding-fee legal services. Because of the efficiencies and certainty created by its use of Kanban, the team transitioned its family law program to 100% flat fee, unbundled services beginning in January 2022. As a result, they have scaled their impact to serve over 300% more clients than the prior year. Kanban helps The Commons understand the capacity of the family law team, accelerate delivery of their work product, and route matter-level tasks to the fastest qualified resource, all while maintaining excellent reviews from clients.
Driving Efficiency at Deka Law Group
Kelley Bannon Lashley's team at Deka found its estate planning matters were getting bogged down waiting for things: client homework, scheduling a signing, attorney review, etc. As a result, their in-progress matters were piling up, and their average delivery time was months. By making the work visible with a kanban board, instituting check-ins centered around the work (not the workers), clarifying policies, and service level expectations. They were able to reduce their delivery time by nearly 400%.
Litigation Strategy at Barritt Smith Miner
Perry Smith runs one of the top plaintiff-side employment litigation firms in Southern California. While he initially turned to Kanban to help tame his workflows and get his team working more efficiently, a funny thing happened once they started capturing better workflow data. A clear pattern emerged showing that cases were much more likely to settle for favorable amounts at two key points in the workflow, one of which was a complete surprise. That helped Perry revise his litigation strategy to better encourage settlement at those two points, and sometimes discourage settlement at other times. As a result, his team more than doubled its already 7-figure revenue over a two year period, and grew revenue per lawyer by 145% in the same time frame.
Fostering Innovation at Stewart McKelvey
When one of Canada's largest law firms appointed Paul Saunders as its Chief Innovation Officer, one of his first moves was implementing a Kanban system for improving the firm's business law and immigration practices. By highlighting bottlenecks, Kanban helped Paul and his team identify opportunities for technology and process innovation. Those innovations have accelerated the flow of work, improved the quality of work product, and delivered ever-growing value to the firm's clients.
The Plan
STEP 1: Tap the button below to book a complimentary discovery session.
STEP 2: Tell me about your practice, your goals, and your pain points. I'll answer any questions you have about law firm strategy, operations, or the Kanban methodology.
STEP 3: I will guide you and your staff through a simple implementation process that puts the power and visibility back in your hands.