About
I started Measure & Manage because I saw the same problem at firm after firm. The intake process was an afterthought and money was being left on the table.
Brilliant attorneys, strong case results, solid reputations, and a front door that was leaking clients every day because no one had the time or the systems to catch them. The problem was not motivation, it was capacity. Intake is time-consuming, administratively demanding, emotionally complex, and requires a set of skills that most attorneys were never trained in. When it is added on top of an already full workload, something always gives.
Being both a licensed attorney and a trained operations professional puts me in a rare position. I can design intake systems that are legally sound, operationally scalable, and built around the specific practice areas and case types your firm handles. I've written the SOPs, trained the teams, made the calls, and built the CRM workflows that improve the bottom line and help managing partners stop living in their inboxes. I understand what it means to qualify a crypto fraud victim who is embarrassed about being scammed, or to decline a banking claim with grace, and what it takes to sign a victim of sexual assualt in the workplace.
Why not just hire a consultant?
You get what you pay for. Most consultants deliver recommendations without staying to implement them or making sure they fit your firm. I work in the firm, not above it. I sit in your CRM, make calls, and stay until the system works, not until a slideshow is done.
Why not just hire an intake manager?
You might need to, eventually. But most firms are not ready to hire until the system exists to train and manage that person. Hiring someone to run an existing system is drastically different than hiring someone to create a system. We build the system first, then hire and train into it based on your firm's needs. Often we run intake during the transition so the firm does not lose a single case while the process is being built. We've trained singular intake managers and we've traied entire in-house teams; everything turns on your firm's needs.
Why one firm at a time?
Because anything less is a disservice to the firms I work with. Building an intake system requires understanding the firm's practice areas, culture, PNC types, referral relationships, and partner preferences on a deep level. That level of understanding is impossible to maintain across multiple engagements. The one-firm model is a commitment to doing this right, not just doing it.
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