Case Studies
What have other firms done when they faced these problems?
We have advised solo practitioners, boutique firms, and multi-practice organizations through growth, delegation, turnaround, and succession. Ten of those engagements are documented here.
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After you have seen what other firms decided and what happened afterward, tell us what is happening at yours.
Tell us what's happeningTen engagements spanning solo practitioners, boutique firms, and multi-practice organizations — each documenting the situation, the advisory work, and the outcomes.
Engagement details are presented to protect client confidentiality.
The Inflection Point
A 99-day ramp-up and 12-month execution roadmap for a law firm facing stalled growth, fee pressure, and operational strain.
Read the Case StudyFrom Solo Practice to Growing Firm
A sole practitioner working from shared office space grew to a two-story building, 12 office staff, and three associate attorneys within three years of advisory work.
Read the Case StudyThe Growth Decision
After 21 years in practice, a managing partner considered turning a small firm into a 25-attorney organization. The Practice Autonomy Directive made the demands of that goal visible and opened a more focused path.
Read the Case StudyPre-Law Case Study: The Foundation
Before advising law firms, James built his operational foundation turning around retail, distribution, and manufacturing companies. The core challenges were identical. Only the scale differed.
Read the Case StudySolo Litigation Firm Relaunch
How a 16-year boutique firm attorney relaunched as a solo trust litigation firm and built a three-year roadmap to $5M in annual revenue.
Read the Case StudyFranchise Law Firm Growth
A solo franchise practice transitioned from an individual-dependent firm to a structured, scalable business system with defined revenue targets and a multi-channel growth strategy.
Read the Case StudyFrom Practice to Business
A managing partner transitioned a lawyer-dependent practice into a scalable, system-driven business — tripling revenue to $3.75M while preserving 40% profit margins.
Read the Case StudyReclaiming the CEO Role
A multi-practice firm addressed leadership time imbalance, absent financial controls, and hiring deficiencies to build a structured, exit-ready business.
Read the Case StudyFrom Practitioner to CEO
A solo estate planning attorney eliminated non-attorney work, built a capacity-triggered staffing model, and created a roadmap to $400K+ in organic revenue and long-term building ownership.
Read the Case StudyThe Delegation Architect
A boutique estate planning firm installed the BANT intake protocol and the Matter Time Delegation system to transition from founder-dependent practice to autonomous business.
Read the Case StudyYour Firm Could Be Next
Every one of these engagements began with a conversation about how the firm actually operates.
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