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How We Work With You
Fractional COO services designed for solo and small law firms. Real operational leadership at a fraction of the cost.
Every engagement starts with a conversation — and every solution is built around your firm's specific needs. Whether you need a focused diagnostic, ongoing operational leadership, or a one-time project, there's a clear path forward.
The Momentum Pathway
Most of the firms we work with aren't broken — they're just running on improvised systems that made sense when it was just you. We come in, audit what's actually happening, and build the infrastructure that lets your firm grow without the chaos.
Our process is designed to meet you where you are and move at the speed that's right for your firm. Here's how it works:
01
Free Discovery Call
45-minute, no-obligation conversation about your firm.
02
Momentum Diagnostic™
$1,500 focused assessment of the two areas costing your firm the most.
03
Choose Your Path
A 30-day Sprint to fix one area, or a Starting, Building or Full Momentum retainer.
04
Keep Your Momentum
Move up as you grow, or graduate to Sustaining Momentum when your systems run without you.
OPERATIONAL ASSESSMENT
Start Here: The Momentum Diagnostic™
$1,500 · Delivered within 15 business days of receiving your complete pre-work
Your first step to working with Momentum. This isn't a generic survey. It's a hands-on deep dive into the two areas of your firm that are costing you the most.
What's Included:
Pre-work before we meet: a short intake questionnaire with a list of the tools you use, our 25-Point Law Firm Ops Audit and a simple data request, so our time together goes to what matters most
30-minute kickoff session (virtual)
Deep-dive workflow audit of the two areas you choose when you book: intake, case management, billing or client communication
Revenue leakage snapshot: where time and money are slipping away
Technology review: we rate every tool you list as used, underused or redundant
Deliverable: the Momentum Diagnostic Report, with findings, your top five quick wins and a 90-day roadmap
45-minute report walkthrough call, with your recommended next step
Why $1,500? If your firm is losing $50,000+ per year to inefficiency (and most are), this assessment pays for itself with the first recommendation you implement.
Fractional COO Retainer Packages
Choose the level of operational leadership that matches where your firm is today. Starting Momentum begins with a 3-month commitment. Building and Full Momentum begin with 6 months, enough time to deliver real, measurable results. After the first term, renew for the same length at the same price or continue month to month at 10% more.
Every Sprint and retainer begins with the Momentum Diagnostic. Need more? Add SOPs, team sessions, Diagnostic areas or projects to any engagement.
How Momentum Compares
You could hire a full-time COO. You could hire another fractional consultant. Here's why firms choose Momentum:
Digital Products & Programs
A one-time investment that pays for itself with the first system you implement.
Prefer to Build It Yourself?
Not every firm needs a fractional COO. Some firms just need the framework, the templates, and the guidance to build it themselves. The Momentum Method is our 10-week live group program where you implement the same Efficiency → Strategy → Growth methodology we use with our retainer clients — at a fraction of the investment.