Resources
The reading and the tools to run your firm like a business.
A short shelf of the things worth reading first, plus a couple of practical tools you can put to work today. Written for owners who were trained to practice law and now have to run the company that practices it.
Start here, reading
Eight pieces, in the order most owners need them.
If you only read a handful of things, read these. They cover the questions that come up first: where the money goes, why the bank balance never matches the revenue, when to hire, and what a fractional operations partner actually does.
01 · Finance
How to Read Your Law Firm's P&L
The line items that actually matter, and the ones that quietly tell you whether the firm is healthy.
Read02 · Cash Flow
Revenue but No Cash: Where It Went
Why a strong-looking year can still leave the operating account empty, and how to see it coming.
Read03 · Operations
What a Fractional COO Actually Does
A plain account of the role, where it fits in a small firm, and what changes when someone owns operations.
Read04 · Intake
The Intake Leak
The good cases you never knew you lost, and the handful of fixes that stop the bleed.
Read05 · Profitability
How Much Should an Owner Pay Themselves?
A clear way to separate owner pay from profit so you can answer the question with numbers, not guesswork.
Read06 · Hiring
When to Make Your First Ops Hire
The signals that tell you it is time, and how to scope the role so the hire actually buys back your time.
Read07 · Owner Role
Working In vs. On the Firm
How to claw back the hours you spend being the bottleneck and put them toward building the business.
Read08 · Collections
Getting Paid Without Damaging the Relationship
A calmer, more systematic approach to collections that protects both your cash flow and the client relationship.
ReadFree tools
Two short tools you can run on your own firm.
Practical, no-fluff worksheets for owners who want a quick read on where things stand. Leave your email and the tool comes straight to your inbox.
Worksheet
Law Firm Financial Health Checklist
A one-page checklist that walks you through the handful of numbers and habits that separate a healthy firm from one that just looks busy. Use it as a quarterly gut check before you make your next big decision.
No spam. Just the checklist and the occasional note on firm operations.
Worksheet
Intake Scorecard
A simple scorecard for grading your own intake process, from first contact to signed engagement. Find the gaps where good cases slip away before you ever knew they called.
No spam. Just the scorecard and the occasional note on firm operations.
These resources are general business and operations tools for law firm owners. They are not legal advice, accounting advice, or tax advice, and using them does not create any professional or advisory relationship.
Want to talk through what these point to in your firm?
The reading and the tools are a start. The real work is one on one. If you want a second set of eyes on your numbers and your operations, start a conversation.
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