Operations & strategy partner for law firms
A strategic partner for the business side of your practice.
I'm an online business manager and operations strategist for small and solo law firms. I find the opportunities in how your firm runs, where time, money and capacity are slipping away, and then build the systems, automations and team to capture them. You get a partner who sees the whole firm and helps it grow, not another person waiting for instructions.
What comes off your plate
- Workflow, deadlines and matter tracking
- Practice-management software setup and rollouts
- Intake, fee agreement and client-communication automations
- Hiring, onboarding and managing your VA
- Legal document drafting
Does this sound familiar?
You're doing every job
Attorney, office manager and tech support, all before lunch. Billable time is what gets squeezed.
Your tools don't talk to each other
You pay for software nobody fully set up, so the real workflow still lives in inboxes and sticky notes.
Help that needs managing
You hired a VA to save time, and now you spend that time explaining, checking and re-doing.
Services
One partner who sees the whole firm
Most firms hire separate people for operations, systems and support, and nobody is looking at the big picture. I connect all of it, and I'm always looking for the next opportunity to make your firm run better and grow.
Operations management
Day-to-day workflow, matter tracking, deadlines, vendors and the problems that land on your desk. I keep the firm moving.
Strategy & systems
I map how your firm really works, spot where it's losing time and money, and design the fix: technology choices, software rollouts, automation, and the processes that let you take on more clients.
Team & VA management
Finding the right VA or service, onboarding them into your systems, training and ongoing support, so help actually helps.
Legal document drafting
For law firms and title companies: estate plans in WealthCounsel, post-meeting edits, ancillary documents, business documents, deeds and transfer-on-death deeds, prepared for attorney review.
How it works
From scattered to running smoothly
Discovery call
A short conversation about your firm, what's working and what's eating your time.
Opportunity review
I map your workflow from first contact to closed matter and show you where the friction, the savings and the growth opportunities are.
Build & implement
I set up the systems, automations and processes, and train your team to use them.
Ongoing partnership
I stay on as your operations and strategy partner, running things day to day and spotting what's next as your firm grows.
About
Hi, I'm Alison.
I started in 2020 working with an attorney who practiced real estate, business and estate planning law, preparing deeds, transfer-on-death deeds and documents for title companies. Today I support estate planning and business law practices. At one firm I went from virtual assistant to the person who runs its operations, built its systems and drafts its estate plans; at another I set up automations and keep the operations moving.
That's what I bring to your firm. I understand how a law practice actually runs, I spot patterns and fix the process behind them, and I don't need you to explain what a fee agreement or a signing is.
240+
estate plans drafted
6+
years in legal support and operations
End to end
intake through signing and delivery
Tools I work in
Ways to work together
Monthly partnerships, sized to your firm
Operations & Strategy
For firms that need someone to run things and build better systems.
Starting at $4,500/month
- Operations management
- Systems setup & automation
- Process improvement
- Ongoing strategic support
Operations + Team
Everything in Operations & Strategy, plus I manage your support staff.
Starting at $6,000/month
- VA sourcing & onboarding
- Training & SOPs
- Day-to-day team support
- Tech support for staff & clients
Document Drafting
For law firms and title companies. Billed per package or document, by type.
Starting at $350/package
- Trust & will packages
- Post-meeting edits
- Ancillary & guardianship documents
- Business documents
- Deeds & TOD deeds
- Prepared for attorney review
Let's talk about your firm
Tell me a little about your practice. If it looks like a good fit, I'll reach out to set up a short discovery call.