.png)
.png){kind=small}
The Templates, Checklists, and Frameworks Your Firm Is Running Without
The Firm Ops Toolkit
You know your firm needs better systems. You just don't have the time to build them from scratch. The Firm Ops Toolkit gives you the exact operational templates I use with my retainer clients: intake checklists, SOP frameworks, workflow audit tools, billing process maps, onboarding guides, and more. Professionally built. Immediately usable. Yours to customize.
Instant access after purchase. All templates are editable and ready to use.
Everything You Need to Stop Improvising and Start Operating
The Firm Ops Toolkit covers the five operational areas that make or break a small law firm. Each template is built from the same frameworks I use with 1:1 retainer clients, adapted so you can implement them yourself.
Administration & Workflow
Client intake process checklist
Workflow audit template
SOP framework
Task delegation worksheet
Human Resources & Staffing
New hire onboarding checklist
Job description template
Performance review framework
Financial Management
Billing and collections process map
Time capture audit worksheet
Monthly financial review checklist
Technology
Technology stack audit worksheet
Software comparison template
Firm Assessment
25-Point Law Firm Ops Audit
90-day operational roadmap template
Built for Attorneys Who Want to Fix the Operations Themselves
The Firm Ops Toolkit is for solo and small firm attorneys who know something is off operationally but want to take the first step on their own terms. No calls. No commitments. Just the tools you need to start bringing order to the chaos.
If you want structured guidance walking through these tools with expert support, the Momentum Method Self-Paced program takes you deeper.
Your Investment
A one-time investment that pays for itself with the first system you implement.
The Firm Ops Toolkit
Instant access to all templates and SOPs.