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Frequently Asked Questions
Everything you need to know about working with Momentum — from pricing to process to what makes us different.
A Fractional COO is a senior operations leader who works with your firm part time or on a defined project. You get the strategic thinking, systems-building expertise and leadership of an experienced executive, without the six-figure salary, benefits and overhead of a full-time hire.At Momentum, that leader is Donisha Moreno, MBA, who brings 15+ years of operations leadership and works exclusively with small law firms.
We do our best work with small law firms that have a team of 5 to 10 people, in any practice area. Our clients are owners who are ready to step out of the day-to-day, and office managers whose owners back them in building better systems.Our retainers are built for that range, from Starting Momentum for a lean team that needs steady support to Full Momentum for a firm in active growth. If you're a solo or a smaller team that wants to build it yourself, the Firm Ops Toolkit and The Momentum Method were made for you.
We don't replace your office manager. We make them more effective. A great office manager runs the office day to day. A Fractional COO redesigns how the office runs: clear roles, documented systems and the accountability that keeps them in place.Our best partnerships are with office managers whose owners back them in building better systems. Together, we turn what lives in one person's head into a firm that runs on clear, shared processes.
A report is only valuable if something changes because of it. Our Diagnostic gives you a clear written roadmap, and from there we build the systems with your team instead of handing you a plan to carry out alone.We learn your people, your workflows, your clients and your goals, then work alongside your team through each phase of your engagement, so the new way of working is in place before we step back.You get advice and implementation from the same partner.
Book a free 45-minute Discovery Call. No pitch, no pressure, just a direct conversation about where your firm is today and what's possible. If we're a fit, you'll receive a fixed quote within two business days with exactly what's included, the timeline and one price. Nothing is billed until you sign.Already know you want the Momentum Diagnostic? Book a free 20-minute Diagnostic intake call instead. If you'd rather build it yourself, start with The Momentum Method or join the Founding List for the Firm Ops Toolkit, coming January 2027.
The Momentum Diagnostic is a $1,500 hands-on deep dive into the two areas of your firm that are costing you the most. You choose two of four when you book: intake, case management, billing or client communication.It starts with short pre-work and a 30-minute virtual kickoff, then a deep-dive workflow audit, a revenue leakage snapshot and a review of the tools you use. Within 15 business days of your complete pre-work, you receive the Momentum Diagnostic Report, with findings, your top five quick wins and a 90-day roadmap, followed by a 45-minute walkthrough call with your recommended next step. For a firm that's up and running, every Sprint and retainer begins here.Ready to start? Book a free 20-minute Diagnostic intake call to confirm it's the right fit. The Diagnostic is paid in full when you sign, and we schedule your kickoff as soon as payment clears.
Because the right fix depends on the right diagnostics. The Diagnostic shows us where your firm is losing the most time and money, so your Sprint or retainer starts building on day one instead of spending its first weeks on discovery. And you keep a written roadmap you own, whatever you decide next.The one exception is a firm that hasn't launched yet. With no workflows to audit, its launch project takes the Diagnostic's place.
The Momentum Sprint is a $4,000, 30-day project that rebuilds one workflow area, with no monthly commitment. You get three SOPs, one automation set up and tested in tools you already use, and one team training session, then a check-in 30 days after launch to make sure it sticks.The Sprint starts from your Momentum Diagnostic, so we spend the 30 days building instead of rediscovering.
It depends on your path. The Momentum Diagnostic is delivered within 15 business days of receiving your complete pre-work. The Momentum Sprint rebuilds one workflow area in 30 days, with a check-in 30 days after launch.Starting Momentum begins with a 3-month commitment, and Building and Full Momentum begin with 6 months, the time it takes to build real systems and see measurable results. Firms that have built their systems can graduate to Sustaining Momentum. The Momentum Method Accelerator runs 10 weeks, and Self-Paced moves on your schedule.
You choose. Renew for the same length at the same price, continue month to month at 10% more, move to a different tier as your firm changes, or graduate to Sustaining Momentum once your systems run on their own. We start that conversation 30 days before your term ends, so there are no surprises.
Sustaining Momentum keeps your systems sharp after a retainer. With a 3-month minimum, you get a monthly 45-minute check-in, a KPI review, up to two updates to your existing SOPs each month and email support with a reply within two business days.It's for firms that have completed a retainer with us and now run their core workflows from SOPs.
We believe in transparent pricing. The Momentum Diagnostic is $1,500, and the Momentum Sprint is $4,000 for one workflow area rebuilt in 30 days. Fractional COO retainers run from $3,500 to $8,500 a month, and firms that complete a retainer can continue with Sustaining Momentum. For a firm that's up and running, every Sprint and retainer begins with the Diagnostic.If you'd rather build it yourself, The Momentum Method is $1,497 Self-Paced or $2,997 for the 10-Week Accelerator, and the Firm Ops Toolkit ($797) is coming January 2027. Full details are on our Pricing & Packages page.
Yes. For a defined project, such as a practice management setup, an automation, or a set of SOPs, we scope it with you and send one fixed price approved in writing before work begins. Meetings and training sessions are billed by the hour. If you need steady help month to month, a retainer is the better value.
A point person, quick access, and timely feedback. We ask for one main contact with access to the systems you're working in within 3 business days and one consolidated round of feedback on each deliverable within 5 business days. That rhythm keeps your project on schedule.
That's the most common thing we hear, and it's usually the clearest sign the timing is right. Being too busy to fix what's making you too busy is exactly the problem we solve.We do the heavy lifting: the analysis, the writing, the building and the follow-up. What we need from you is focused time at the right moments. The Diagnostic, for example, takes about three hours of meetings across you and your team, plus short pre-work. Think of it as buying back your time: a few hours now for hours back every week.
Yes. We serve clients both locally in Los Angeles and remotely nationwide. All of our services can be delivered virtually, and most of our clients work with us remotely.
The Momentum Method is our program for attorneys and their office managers who want to build their firm's operational systems themselves with expert guidance. It uses the same Efficiency > Strategy > Growth framework we use with 1:1 clients and comes in two ways.Self-Paced ($1,497) is 10 on-demand video modules. The 10-Week Accelerator ($2,997) adds live weekly sessions led by Donisha, proven templates and a cohort of up to 15 peers.
The content and framework are the same: Efficiency → Strategy → Growth. Self-Paced ($1,497) is ten on-demand video modules you work through on your own schedule. The 10-Week Accelerator ($2,997) adds weekly live group sessions led by Donisha, a cohort of up to 15 peers and direct feedback.Choose Self-Paced if you want flexibility. Choose the Accelerator if you want accountability, community and expert guidance in real time.
The Firm Ops Toolkit is a collection of 35 operational templates, checklists and frameworks built specifically for solo and small law firms. It covers intake, workflow, billing, technology, hiring and more. Every template comes from the work we do with our 1:1 clients, adapted so you can implement it yourself.It's a one-time purchase of $797, coming January 2027. Join the Founding List to hear first when it opens.
Yes, and we love helping attorneys build it right from day one. Starting with systems in place is far easier than retrofitting them later. We work 1:1 with attorneys launching new firms on software setup, policies and procedures, operational workflows and your first hire. Each project is scoped with you and comes with one fixed price, agreed before we start.Prefer to build it yourself? The Momentum Method and the Firm Ops Toolkit give you proven templates and a framework from the start. As your team grows, our retainers grow with you.Because a firm that hasn't launched yet has no workflows to audit, your launch project takes the place of the Momentum Diagnostic. Once it's done, you can move straight into a retainer. Firms that are already up and running start with the Diagnostic.
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