Own a Law Firm?
Your clients are taken care of.
Your firm is still running on memory.
The average small law firm loses $150,000+ per year to missed billable hours, unconverted consultations, unbilled costs, and clients who leave because nobody sent an update. Not because of bad lawyering — because nothing is written down. No intake scripts. No conflict check documentation. No billing standard. No trust accounting procedure anyone else could follow. You're running a professional services business on tribal knowledge.
Get the Law Firm Ops Pack — $9730+ ready-to-use documents. Instant download.
Get the Free Playbook First
The Law Firm Client Intake Conversion Playbook — 5 scripts that turn consultations into retained clients. The average firm converts 30% of consults. These scripts get firms to 55%+. One page, free.
Sound familiar?
What's in the pack
30+ documents built specifically for small to mid-size law firms — not generic business templates, not another software subscription. Ready to customize, ready to deploy.
10 Standard Operating Procedures
- →Client Intake — intake questionnaire, conflict check protocol, P1–P4 urgency matrix, consult-to-retention scripts
- →Matter Management — matter opening checklist, three-calendar deadline system, task assignment by role, closing protocol
- →Billing & Invoicing — time entry standards with activity codes, monthly billing cycle, pre-bill review, collections protocol
- →Client Communication — response time SLAs by matter type, status update cadence, bad news delivery scripts
- →Document Management — naming convention formula, version control, folder structure, retention schedule
- →Plus: Court Filing Procedures, Staff Onboarding, Trust Accounting / IOLTA Compliance, Referral Management, Quality Assurance & Malpractice Prevention
5 Client-Facing Templates
- →Client Intake Form — adverse party identification for conflict checks, matter description, prior representation history
- →Welcome Letter — engagement summary, communication expectations, billing explanation
- →Client FAQ — what to expect, response times, billing, the timeline, what clients need to do
- →Fee Agreement / Engagement Letter — hourly, flat fee, and contingency variants
- →Client Portal Guide — how to use the portal, upload documents, track matter status
5 Done-For-You Email Sequences
- →Post-Consultation Follow-Up — 3 emails to convert consultation to retained client
- →New Client Welcome — 5 emails, 14 days from engagement
- →Matter Status Updates — template series for ongoing client communication
- →Billing Reminder — 3-email friendly collections sequence
- →Reactivation — 3 emails for past clients who haven't called in 12+ months
AI Operations Assistant Pack
- →Upload to Claude or ChatGPT — ask it anything about your firm's operations
- →System prompt trained on legal SOPs, billing standards, client communication, and trust accounting
- →Knowledge base — IOLTA compliance rules by state, malpractice prevention checklist, ABA communication standards, industry benchmarks
- →30+ role-specific prompt templates, setup guide
Built for independent law firms, not BigLaw.
- →Solo and small firm attorneys doing $200K–$2M who know they need systems but haven't built them yet
- →Office managers who are the single point of failure for intake, billing, and client communication
- →Firms that need to onboard new associates without a 6-month learning curve
- →Anyone who's lost a client because nobody sent a status update, the invoice was late, or the deadline reminder wasn't in anyone's calendar
Not for: AmLaw 200 firms with enterprise operations departments. This is for independent practices that need real documentation written for how a small firm actually operates.
The math
Deploy it this week.
Questions
What format are the files?
All files are Markdown (.md) — plain text that opens in any text editor. Convert to PDF, Word, or Google Docs in seconds. No proprietary software needed.
How much do I need to customize?
Every document uses [BRACKET NOTATION] for your firm details. Do a find-and-replace with your firm name, attorney names, and practice area. Most firms are live within an hour.
Is this law-firm-specific or generic?
Every SOP references real legal workflows: IOLTA three-way reconciliation, conflict check procedures, FRCP deadline rules, billable hour entry standards, and ABA Model Rule compliance notes. Not adapted from a generic business template.
What practice management software does this work with?
The SOPs are software-agnostic — they define the process, not the platform. Works alongside Clio, MyCase, PracticePanther, Smokeball, or any other PMS. The software tracks it; these SOPs tell your team what to do.
What's the AI operations assistant?
Four files you upload to ChatGPT Plus or Claude Pro. Your team can ask it any operations question and it responds based on your actual SOPs. Setup takes 20 minutes. No coding required.
What's your refund policy?
All sales are final. These are digital products — once downloaded, they're yours. We stand behind the quality of every document in the pack.
Stop running your firm from memory.
Everything you need to systematize your practice — SOPs, client templates, email sequences, and an AI trained on your operations. One pack. Instant download.
Get the Pack — $97Instant download. No subscription.