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FRACTIONAL COO SERVICES FOR SOLO AND SMALL LAW FIRMS
Every part of your firm that isn't practicing law — that's what we fix.
Running a great law firm means running five operational systems simultaneously — and most small firms are running all five on instinct. We bring structure, leadership, and systems to each one, so you can get back to doing what you went to law school for.
30 minutes. No pitch. Just an honest conversation about your firm.
That's not a talent problem. That's an operations problem. And it's exactly what we're built to solve.
Below is a breakdown of the five operational areas we work in. In practice, they don't exist in isolation — a well-run firm needs all five working together. That's the difference between a vendor who fixes one thing and a Fractional COO who builds the whole engine.
Most of the firms we work with aren't broken. They're brilliant at practicing law — they just never had the time or the roadmap to build the infrastructure behind it. Intake looks different every time. Billing slips through the cracks. Technology is everywhere but nothing connects. And growth feels less like opportunity and more like a threat.
WHAT WE DO
Five Areas. One Integrated Approach.
Every engagement covers the areas your firm needs most. Here's what that looks like in practice.
01
Law Firm Administration & Operations
If your workflows are inconsistent, everything else suffers — no matter how talented your team is.
What's included
02
Human Resources & Staffing
Your team is your most expensive investment. Bad HR infrastructure costs you twice — in turnover and in wasted time.
What's included
03
Financial Management
Billing leakage is silent. Most firms don't know how much they're losing until someone shows them the numbers.
What's included
04
Compliance & Risk Management
Staying compliant isn't optional — but it also shouldn't be consuming the hours you should be billing.
What's included
05
Technology & Software Integration
Most firms are paying for tools they're not using well. We audit what you have, fix what's broken, and connect what isn't talking to each other.
What's included
Workflow audit and redesign — map every process, find every gap
Standard operating procedure (SOP) development
Office management optimization
Task delegation and internal communication systems
Business planning and 90-day operational roadmaps
Job descriptions, hiring processes, and offer documentation
Onboarding programs that get new hires productive faster
Performance review frameworks and accountability structures
Team training and professional development planning
Employee handbook and firm policy creation
Budgeting, forecasting, and expense tracking
Billing and collections process optimization
Profitability analysis by client, matter, and practice area
Payroll setup and financial compliance
Revenue operations — making sure what you earn actually gets captured
Regulatory compliance tracking and reporting systems
Policy creation and internal documentation
Risk assessment and mitigation frameworks
Audit preparation and readiness protocols
Confidentiality and data management procedures
Technology stack audit and optimization
Practice management software setup and team training
ClickUp workspace design and configuration
Cross-platform integrations (Zapier, API connections)
Ongoing tech support and adoption coaching
THE MOMENTUM APPROACH
These aren't five separate engagements. They're one integrated system.
Here's the thing about operational problems in a law firm: they don't live in neat categories. A billing problem is often a workflow problem. A workflow problem is often a technology problem. A technology problem is often a training problem. They compound.
That's why we don't operate as a vendor who fixes one thing and walks away. We embed in your firm. We learn your people, your processes, and your goals. And then we build — across all five of these areas, in the sequence that makes the most impact.
We call it the Momentum Method: Efficiency first, then Strategy, then Growth. Stabilize before you scale. Get intentional before you expand. Build infrastructure before you add headcount. It's not just a framework — it's the order in which sustainable growth actually happens.
40%
of attorney time lost to non-billable admin work
$50k
average annual loss from billing leakage and workflow gaps
30%
reduction in admin time when SOPs are in place
2-5x
ROI in year one for firms that invest in operational leadership
Not sure where your firm needs the most help?
That's exactly what the first conversation is for. Every engagement starts with a free 30-minute Discovery Call — no pitch, no pressure. Just an honest look at where your firm is today and what's getting in the way.
747-260-9448 | info@momentummgmt.net | momentummgmt.net
Los Angeles, CA — Serving clients locally and remotely nationwide.