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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.
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. Here's how it works.
The Momentum Pathway
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
30-minute, no-obligation conversation about your firm.
02
Momentum Diagnostic™
$1,500 assessment — credited toward any retainer.
03
Choose Your Tier
Starting, Building, or Full Momentum.
04
Scale or Graduate
Move up as you grow, or graduate when systems run without us.
Start Here: The Momentum Diagnostic™
Your gateway to working with Momentum. This is not a survey or a questionnaire — it's a hands-on operational deep dive where we get inside your firm and find exactly where the leaks are.
What's Included
60-minute kickoff session (virtual or in-person)
Full workflow audit: intake, case management, billing, and client communication
Technology stack review — what you have, what you're using, and what's redundant
Staff role clarity assessment
Billing leakage and time capture analysis
Deliverable: Momentum Diagnostic Report — a written assessment with prioritized recommendations, quick wins, and a 90-day roadmap draft
30-minute report walkthrough call
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. And if you move into a retainer, the full $1,500 is credited toward your first month.
Fractional COO Retainer Packages
Choose the level of operational leadership that matches where your firm is today. Every tier includes a 6-month minimum engagement to ensure we have the time to deliver real, measurable results.
All retainer tiers require a 6-month minimum engagement. The Momentum Diagnostic ($1,500, credited toward your first month) is required before all retainer engagements.
How Momentum Compares
You could hire a full-time COO. You could hire another fractional consultant. Here's why firms choose Momentum:
À La Carte Services
Available to any firm, with or without a retainer. Perfect for targeted projects with a defined scope.
Staff Training Workshop
$1,200 per session
90-minute virtual or in-person workshop. Topics: systems adoption, time management, client communication standards, billing best practices. Custom topics available.
Technology Stack Audit
$1,800 one-time
Comprehensive review of all firm technology. Deliverable: written report with recommendations, integration roadmap, and vendor comparison.
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.