Question 1

What is your standard cost structure?

Accepted Answer

Engagements are scope-based, not hourly, and tiered by attorney count. The Systems and Tool Stack Diagnostic is $597 flat at any firm size. A Sprint starts at $1,500, a Project starts at $2,500, and ongoing Optimization retainers start at $1,000 per month. Every engagement starts with the free Legal Systems Health Check, and Project and Retainer proposals follow the Diagnostic, so the price reflects actual scope.

Question 2

What is the difference between a Health Check and a Diagnostic?

Accepted Answer

The Legal Systems Health Check is a free 30-minute conversation to identify where cases stall and whether workflow design is the right intervention. The Systems and Tool Stack Diagnostic is $597 flat — a deep audit of your software and processes, run across three sessions, that produces a written design roadmap you own, whether or not you continue with us. It is required before any Project or Retainer proposal. The $597 is credited in full toward a Sprint or Project booked within 30 days.

Question 3

Do you bill hourly or use scope-based pricing?

Accepted Answer

Scope-based. You know the number before work starts. Hourly billing rewards slow work, and it makes it impossible for a firm to plan around the investment.

Question 4

What is a Sprint vs. a Project?

Accepted Answer

A Sprint is a focused engagement for one defined operational problem — a broken intake flow, a missing report, a stalled hand-off. A Project is a full implementation: system architecture, workflow design, platform configuration, training, and launch.

Question 5

Are there ongoing monthly costs?

Accepted Answer

Only if you choose an Optimization and Analytics retainer, which starts at $1,000 per month. Implementation work does not require an ongoing commitment. Many firms finish a Project and run the system themselves using the documented procedures we deliver.

Question 6

What's the commitment for a Retainer engagement?

Accepted Answer

Retainers start with a 3-month minimum, then continue month-to-month with 30-day written notice to cancel. Prepay options are available: 6-month prepay gets 5% off the monthly rate, 12-month prepay gets 10% off.

Question 7

What does the audit cover?

Accepted Answer

Your full tool stack, how leads enter and get routed, how matters move from open to close, where staff duplicate work, what reporting exists and whether anyone trusts it, and the hand-off points where cases stall.

Question 8

What is the timeline for a full diagnostic?

Accepted Answer

Most diagnostics run two to three weeks from kickoff to delivered roadmap, depending on how quickly we can get system access and time with your team.

Question 9

What are the post-audit steps?

Accepted Answer

You receive a written roadmap with prioritized fixes, sized by effort and impact. From there you can implement internally, hire another vendor, or engage SourcePro for a Sprint or Project. The roadmap is yours either way.

Question 10

Can I get an audit without a long-term commitment?

Accepted Answer

Yes. The Diagnostic is a standalone engagement with no obligation to continue. A meaningful share of firms take the roadmap and execute it themselves.

Question 11

What is the distinction between a CRM and a Case Management System?

Accepted Answer

A Customer Relationship Management tool is built for pipelines and lead tracking — it manages prospects before they become clients. A Case Management System is built for legal work: matters, deadlines, documents, and discovery. Many firms try to use one as the other, and that mismatch creates friction.

Question 12

How does intake automation work?

Accepted Answer

A lead enters through a form, call, or referral. The system captures it, applies your qualification criteria, routes it to the right person, and starts a follow-up sequence — without anyone retyping data. Nothing waits in someone's inbox for a callback.

Question 13

Do you offer platform flexibility?

Accepted Answer

Yes. We work with what you already own when it fits, and recommend a change only when the current tool genuinely cannot support the workflow.

Question 14

How does AI-powered lead qualification work?

Accepted Answer

An intake agent reads the submission, applies your firm's qualification criteria, and routes the matter to the right attorney — in minutes rather than hours. It replaces the routine triage decision, so your staff spend their time on the cases that need judgment.

Question 15

What goes into workflow design?

Accepted Answer

Process mapping across intake, matter progression, and billing; role and responsibility definitions; the triggers that move work from one step to the next; and documented procedures for each. The design comes before any configuration work.

Question 16

Do you offer a design or diagnosis-only scope?

Accepted Answer

Yes. Some firms want the architecture and intend to build it with an in-house team or an existing vendor. We deliver the design and, if useful, provide implementation oversight so the build matches it.

Question 17

How do you handle SOP development?

Accepted Answer

We write standard operating procedures for the systems we build — not a generic manual. Each procedure documents the trigger, the steps, the owner, and the exception path, so onboarding does not require partner time.

Question 18

Can you optimize Filevine?

Accepted Answer

Yes. Filevine buildouts are a specialty — custom project types and phases, report configuration, and data migration oversight. We bypass the default templates and build what your practice area actually needs.

Question 19

What if I'm uncertain about my current platform?

Accepted Answer

That is a common and reasonable starting point. The Diagnostic answers it with evidence: we map the workflow first, then determine whether your current platform can support it. Often it can, with the right configuration.

Question 20

What is your software recommendation logic?

Accepted Answer

Workflow fit first, adoption second, cost third. We hold no vendor relationships and receive no referral fees, so a recommendation is based on your operation and nothing else.

Question 21

What AI services are offered?

Accepted Answer

Intake qualification and routing, document assembly from case variables, records-request follow-up, and reporting summaries. Every automation replaces a specific routine decision — we can name which one before we build it.

Question 22

Will AI displace my staff?

Accepted Answer

No. Automation removes repetitive administrative work — data re-entry, follow-up reminders, deadline counting. That frees your paralegals and attorneys for the judgment work only they can do. Firms typically gain caseload capacity rather than reduce headcount.

Question 23

Why work with SourcePro instead of figuring this out internally?

Accepted Answer

Firms can absolutely do this internally — if they have someone who understands both legal operations and system architecture, and has the time to focus on it. Most do not. We bring that combination on demand and leave documented systems behind.

Question 24

What types of firms do you serve?

Accepted Answer

Law firms of all practice areas, with particular depth in personal injury, litigation, and workers' compensation. Georgia and Florida are our primary markets, and we work with firms nationwide. Firm size drives pricing and scope.

Question 25

Is ongoing support available?

Accepted Answer

Yes, through an Optimization and Analytics retainer starting at $1,000 per month. It is optional — implementation engagements do not require it.

Question 26

How do you differ from generic vendors?

Accepted Answer

A vendor sells you a platform and configures it. We design the operating model first and stay accountable through launch and adoption. We also have fifteen-plus years of actual law firm operations experience behind the design, not just software training.

Clarity for your systems implementation

Legal Operations Consultant Cost & Engagement

Legal Systems Audit & Diagnostic

CRM & Intake Systems

Case Management & Workflow

Platform & Migration

AI & Automation

Working With SourcePro

Didn't find your question?

Clarity for your systems implementation

Legal Operations Consultant Cost & Engagement

What is your standard cost structure?+

What is the difference between a Health Check and a Diagnostic?+

Do you bill hourly or use scope-based pricing?+

What is a Sprint vs. a Project?+

Are there ongoing monthly costs?+

What's the commitment for a Retainer engagement?+

Legal Systems Audit & Diagnostic

What does the audit cover?+

What is the timeline for a full diagnostic?+

What are the post-audit steps?+

Can I get an audit without a long-term commitment?+

CRM & Intake Systems

What is the distinction between a CRM and a Case Management System?+

How does intake automation work?+

Do you offer platform flexibility?+

How does AI-powered lead qualification work?+

Case Management & Workflow

What goes into workflow design?+

Do you offer a design or diagnosis-only scope?+

How do you handle SOP development?+

Platform & Migration

Can you optimize Filevine?+

What if I'm uncertain about my current platform?+

What is your software recommendation logic?+

AI & Automation

What AI services are offered?+

Will AI displace my staff?+

Working With SourcePro

Why work with SourcePro instead of figuring this out internally?+

What types of firms do you serve?+

Is ongoing support available?+

How do you differ from generic vendors?+

Didn't find your question?