WHAT WE'VE ACCOMPLISHED.
Industry natives don't just advise — they have a record. Here's ours.
I can count the number of people that I consider true, actual geniuses on one hand. Eric is one of them. He didn’t just show me one better mousetrap. He showed me dozens.
The Roster.
How We've Moved the Needle.
Intake Redesign
A multi-state advertising firm was losing 30% of signed clients between intake and retained. We rebuilt the intake workflow, redefined the case criteria, and installed a QA system. Leakage cut in half within 90 days — run the same numbers for your firm — run the same numbers for your firm.
Leadership Rebuild
A 40-person PI firm had lost three operations managers in two years. We conducted a full leadership audit, implemented the Invested Leadership framework, and coached the managing partner through a role transition. The next operations hire lasted.
AI Integration
A regional PI firm wanted to deploy AI for demand-letter drafting but had no governance framework. We built the protocol, selected the tools, and trained the team — without touching anything that violated bar ethics rules or client privilege.
Let’s Talk.
30 minutes. No pitch. Just a clear look at what’s getting in your way.
30 min · No pitch · Just clarity
