Methodology
Process-First, Technology-Enabled
We don't sell software or force frameworks. We diagnose your specific friction points and build solutions that fit your practice—not the other way around.
Our Philosophy
Three principles that guide every engagement
Diagnose Before Prescribe
We don't walk in with a solution looking for a problem. Every engagement starts with deep discovery—interviews, observation, and data analysis—to understand your specific challenges before we recommend anything.
Right-Sized Solutions
Enterprise frameworks scaled down don't work. We build solutions sized for your reality—your budget, your staff, your culture. Solutions that get implemented, not just presented.
Measurable Outcomes
Every engagement has defined success metrics. No vague "improvements"—just quantifiable results you can track. If we can't measure it, we don't do it.
How We Work
Our four-phase approach to operational transformation
Discovery
We learn your practice inside and out. Through staff interviews, process observation, and data analysis, we build a complete picture of how work actually gets done—and where it breaks down.
- Staff interviews across all roles
- Process observation and mapping
- Data analysis and baseline metrics
- Technology stack assessment
Diagnosis
We identify the friction points killing your efficiency and quantify the opportunity. You'll get a clear picture of what's broken, why it matters, and what fixing it is worth.
- Root cause analysis
- Opportunity quantification
- Priority ranking
- ROI projections
Design
We build solutions sized for your reality—not enterprise frameworks scaled down. Every recommendation considers your budget, staff capacity, and cultural readiness.
- Process redesign
- Workflow documentation
- Technology configuration
- Change management plan
Deploy
We implement with you, not to you. Training, documentation, and ongoing support ensure your team can sustain the improvements long after we're gone.
- Implementation support
- Staff training
- Documentation creation
- 30/60/90 day check-ins
What Makes Us Different
How we compare to other options
vs. Big Consulting Firms
We're not interested in $500K engagements with 6-month timelines. We deliver practical solutions in weeks, not quarters, at prices mid-size practices can afford.
vs. Software Vendors
We don't sell software—we solve problems. If your existing tools can work better, we'll show you how. If you need new technology, we'll help you choose and implement it.
vs. Generalist Consultants
We only serve law firms and medical practices. That singular focus means we understand your regulations, your workflows, and your competitive pressures from day one.
vs. DIY Improvement
You could figure this out yourself—eventually. But every month of delay costs revenue. We bring proven frameworks and outside perspective that accelerates results.
Engagement Models
Flexible ways to work with us
Operational Assessment
A focused 2-week engagement to identify your biggest opportunities. Perfect if you're not sure where to start.
- 2-week discovery process
- Detailed findings report
- Prioritized recommendations
- ROI projections
Implementation Project
End-to-end transformation of a specific operational area. Our most common engagement type.
- 6-12 week timeline
- Full discovery through deployment
- Staff training included
- 90-day support period
Ongoing Advisory
Monthly retainer for continuous improvement and operational support. Best for practices committed to ongoing optimization.
- Monthly check-ins
- Priority support access
- Continuous improvement
- Quarterly business reviews
Backed by Research
Our methodology is grounded in proven frameworks and industry data
Lean Six Sigma
The DOWNTIME framework (Defects, Overproduction, Waiting, Non-utilized talent, Transportation, Inventory, Motion, Extra-processing) reveals substantial waste in professional practice operations.
Process Before Technology
McKinsey research shows nearly 90% of companies have invested in automation, but fewer than 40% report measurable gains—largely from automating broken processes without redesign.
Industry Benchmarks
We use established benchmarks from Clio, MGMA, HFMA, and AMA to set realistic targets and measure improvement against proven standards.
Documented ROI
Case studies consistently show ROI ranging from 200% to 500% within 12-18 months, with measurable improvements often visible within 3-6 months.
Ready to Get Started?
Every engagement begins with a free 30-minute conversation. We'll discuss your challenges and determine if we're the right fit.
Schedule Your Free Assessment