What We Do and How We Help

Our Focus is on Delivering Results

Our clients come to us looking for outsourced programs, best practices, and support services designed to help them establish a competitive advantage and secure long-term sustainable success. Backed by more than 25 years of administrative leadership experience in firms of all sizes, our team understands what it takes to be successful, and how to sustain that success over the long-term.

The following are our core areas of service. Click on each service tab to learn more about our capabilities and offerings.

Proud Members of the following
trade associations

Partner with Lawgix Advisory Group to ensure a seamless and successful launch for your new law firm. Our collaboration offers you crucial insights and a well-defined budget, preparing you to commence operations with confidence and clarity. This proactive approach eliminates uncertainty and helps prevent unforeseen challenges.

Our in-depth approach covers every aspect necessary to establish your law practice effectively. This includes assembling a competent team, implementing the right technology, and setting up robust financial and accounting systems. Additionally, we focus on marketing strategies, optimizing client service, ensuring compliance with bar regulations, managing business registrations, and securing both general commercial and malpractice insurance. Moreover, we assist in developing efficient operational processes. Our comprehensive planning guarantees a solid foundation for your firm’s long-term success and a smooth start free from stress.

One of our core values of service to clients is a firm belief that every professional service firm is unique, with it’s own set of challenges and resources. Our advisory services for leadership and management – whether it is training, coaching, or organizational (re)structuring – recognize these unique firm qualities to ensure we deliver program solutions tailored to fit your firm and meet your short- and long-term needs.

Management Consulting – Every firm aspires to be the market leader, in service delivery and in firm management. Achieving this lofty status requires professional service firms to align their organizational structures, market engagement strategies, and operational systems with their overarching strategic objectives. This alignment encompasses a wide range of firm business principles – from governance models, compensation strategies, and partnership frameworks to tactical considerations like firm expansion, client engagement, and leadership succession planning. Each of these elements is pivotal and must reinforce one another to create a cohesive and robust framework for success.

Crisis Management – Leaders of professional service firms are tasked with guiding, overseeing, and innovating within a highly competitive corporate landscape. Our services extend to firms and their executive teams grappling with major crises, aiming to restore stability and pave the way for sustainable strategic growth. This often involves considerable changes in the firm’s direction, organization, or occasionally its leadership, especially necessary for survival and prosperity amidst intense time constraints and cultural pressures. If your firm is facing a crisis or seems on the brink of one, the decisions you make next could be pivotal for your future. We offer assistance in stabilizing and/or reorganizing your business, securing partner agreement for restructuring strategies, and setting you on a course towards enduring success.

Leadership & Management Training/Coaching – To enhance leadership and management within our organizations, it’s crucial to grasp not only their differences but also the significance of dedicating time and resources to develop highly skilled leaders and managers. Our leadership and management training and coaching programs delve into the nuances distinguishing leadership from management and deliver actionable advice for boosting effectiveness across both functions of your firm’s ecosystem. Our leadership and management training clients benefit from insights into why leadership and management are distinct concepts. They also acquire skills and methods to communicate and educate their firm about the nuances between the two, while also learning skills and tactics needed to nurture their own capabilities in leadership and management, as well as how to nurture these capabilities in their colleagues.

Partner Retreats/Firm Annual Meetings – Today’s most successful firms have adopted a common strategy for delivering messaging, encouraging cross-practice collaboration, and ensuring stakeholder consensus for critical leadership decisions: the annual Partner Retreat or Firm Meeting. These signature events hold a significant place in the operations of any organization. When the time comes to seek external assistance for a fresh viewpoint or to guide key discussions, Lawgix Advisory Group is equipped with the necessary facilitation skills and leadership experience to help steer critical discussions toward meeting your firm’s objectives. Our team of consultants is proficient in addressing any subject critical to the leadership of law firms and adept at planning and executing partnership retreats. Whether your primary concern is future-oriented and strategic planning or addressing the challenging conversations and uncomfortable topics that everyone avoids but MUST be had, we are here to ensure a triumphant and successful outcome for your meetings.

Refining your law firm’s organizational framework is pivotal to stay competitive in the modern legal landscape. This not only boosts your firm’s profitability and appeal to potential talent and clients but also enhances overall client satisfaction. At the forefront of this field is Lawgix Advisory Group, a seasoned expert in aiding law firms. Our team has lent its expertise to several firms on the AmLaw 200, guiding them in either establishing or refining their practice structures.

Our range of services encompasses thorough assessments of your firm’s existing framework, detailed audits, and tailored recommendations for enhancements. Additionally, we specialize in crafting the ideal structure for firms that require a matrix management system to efficiently manage practices, offices, client and industry teams, especially beneficial for firms undergoing mergers to leverage their expansion. Beyond structural advice, we offer assistance in creating job descriptions that resonate with your firm’s strategic objectives and culture. We also provide support in securing partner agreement through organized retreats or detailed implementation plans, aligning compensation with incentives, among other services.

We understand. Your expertise lies in law, not in the intricacies of business management. The team at Lawgix Advisory Group is fueled by years of experience in business operations analysis, and is dedicated to your firm’s success. Our consultants excel in clarifying complex financial documents like balance sheets, trust accounts, and profit and loss statements. We aim to equip you with a solid understanding of financial principles and profitability analysis. This knowledge enables your leadership to base decisions on concrete data, emerging trends, and accurate forecasts, moving away from decisions driven by mere intuition, guesses, and assumptions.

Financial/Profitability Analysis – Effective financial management and strategic implementation are crucial in law firm operations, yet numerous distractions and obstacles often hinder achieving optimal outcomes. A significant part of this challenge is navigating the myriad variables simultaneously at play and pinpointing the root causes of less-than-ideal performance. Key questions arise: Are partners well-versed in and actively contributing to the rate strategy? Are they adhering to their leverage strategy, or are deviations occurring? Is there a systematic process for evaluating new client and matter risks during client intake?

At Lawgix Advisory Group, our approach begins with a deep understanding of our clients’ strategies. Following this, we conduct a comprehensive diagnosis, utilizing both data and feedback from the firm to assess current performance. Our analysis takes into account all pertinent variables, including the often-overlooked human factors. We assist in devising new workflows and policies, incorporating these insights, and establishing robust support systems to maintain alignment and ensure ongoing success.

Project Management/Process Improvement – At Lawgix Advisory Group, we specialize in reinvigorating legal teams by offering new perspectives on their workflows. Our goal is to uncover opportunities for time savings, cost reduction, better utilization of technology, and overall job simplification. We’re dedicated to enhancing lives, focusing on one efficiency improvement at a time.

Our process improvement specialists understand that clear insight is the cornerstone of meaningful change. We delve into your business processes with a thorough analysis, exploring not only the methods but also the rationale behind them. This approach provides you with a lucid comprehension of your current procedures’ strengths and limitations, accompanied by comprehensive recommendations for their enhancement.

True transformation is a gradual process. We guide you in refining your planning and project management, equipping you with a detailed, step-by-step plan. This plan is designed to eradicate inefficiencies, reduce procedural excess, increase productivity, and establish consistent documentation practices. Our aim is to ensure that your firm’s operations are consistently efficient and effective.

Most professional service firms confine the principles of strategic thinking to market positioning. The rapidly evolving and abruptly shifting markets have highlighted a stark reality across the professional services sector: not all firms possess equal strategic robustness and resilience. For a firm to craft a truly comprehensive strategy, its leaders must extend their vision beyond mere market positioning.

At Lawgix Advisory Group, our role is to assist professional service firms in defining and achieving their strategic goals. This encompasses aligning the firm’s governance, management, and compensation systems with its overarching strategy, as well as addressing potential mergers, acquisitions, and the firms own operational encumbrances. Our approach involves a detailed analysis of the firm’s competitive landscape, client base, current market stance, unique capabilities, and the spectrum of strategic alternatives. We then tailor the strategic planning process to the unique style, culture, and circumstances of each firm, group, or team. Our objective is to help each client articulate a realistic, meaningful, and attainable strategy, which will act as a roadmap for action and transformation. While implementation planning and support are typically integral to our projects, we also provide assistance with crucial tasks essential for strategy execution. These may be part of the broader strategic initiative or separate projects.

Our strategic planning services include facilitating growth through mergers and acquisitions, succession planning, talent realignment, aligning compensation and governance, redesigning administrative support and overhead structures, and exploring alternative fee arrangements and billing rate/pricing reviews, among others.

In the professional services sector, marketing departments often face the challenge of limited resources, even as the pressure to compete and implement strategic marketing initiatives remains constant. Lawgix Advisory Group offers a solution by providing outsourced marketing support, effectively bridging the gap between your firm’s needs and its in-house capabilities. Our team’s extensive experience, spanning over 25 years in various high-level roles within in-house marketing departments, covers a broad spectrum of professional service practices and industries. This expertise equips our team with the senior-level expertise necessary to enhance and drive your in-house marketing endeavors.

Our clients seek our assistance for a range of marketing needs. These include the creation of marketing materials, client base analysis, organizing panels and events, managing key sponsorships, developing products, and enhancing website and digital marketing efforts. Additionally, we support initiatives aimed at advancing client development, such as fostering client teams and client listening programs. Our goal is to provide the expertise and support needed to amplify your firm’s marketing efforts effectively.

Business Development Coaching has developed a bad rap because so many firms apply a “templated” set of coaching strategies to every professional in the firm. This sort of “one size fits all” approach to business development not only does NOT work, it inhibits the professional’s pathway to success. Not everyone should speak at conferences. Not everyone should host a podcast or write articles or do press engagements. Not every professional shines at networking events, or Chamber meetings, or on the tradeshow exhibit floor.

While there are essential tactics at the core of a truly integrated marketing and business development plan that serve as a foundation for success, our business development coaches understand that every firm is different because of the individual professionals who make up the headcount, and each individual professional brings a unique set of skills, desires and perceptions to how they can build their practice.

Our Reach Your PotentialTM Business Development Coaching Program integrates a combination of one-on-one and/or small group coaching sessions with more specific skills training workshops designed help your professionals understand how to leverage their best assets and put their best foot forward when it comes to client acquisition and practice growth. With more than 25 years of experience coaching and training professionals in law firms, accounting firms, engineering firms, etc, our consultants are well-positioned to deliver effective customized workshops, personalized planning and action-oriented coaching to help your professionals develop new skills and habits to support a disciplined approach to marketing, sales, and client service that that are the hallmarks of a thriving, sustainable practice.

Ready to Grow Your Business?