Legal Operations & Technology Implementation
Your firm has the software. What's missing is the operational design that makes it work. Built for firms done patching problems with more software.
No pressure, no sales pitch — just operational clarity.
The software was never the problem — the workflow design behind it was, which is why SourcePro Consultants designs a law firm's operational architecture before touching any CRM or case management platform.
The software was never the problem. The workflow design behind it was.
Every engagement runs through this model. The scope changes. The discipline doesn't.
Audit current tools and pinpoint exact operational bottlenecks.
Map intake progression and structural role responsibilities.
Configure software to strictly enforce the new framework.
Train staff thoroughly to ensure strict protocol adoption.
Monitor dashboards and automate reporting.
What We Build
Convert leads faster with zero manual entry. We design automated funnels that capture, qualify, and route prospects.
Customizing your platform (Filevine, Clio, etc.) to mirror how your team actually moves a case from open to close.
Replacing repetitive administrative tasks with trigger-based automations across your existing tech stack.
A comprehensive teardown of your current operations to find where time and money are leaking out.
Technology is useless if your team avoids it. We provide structured training tailored to specific firm roles.
Documenting the how-to for every critical firm function so you can scale and onboard without partner intervention.
Specialized, deep-dive buildouts for Filevine. We bypass the basic templates and build exactly what your practice area demands.
Building portals and automated update systems that stop the “What's happening with my case?” calls.
Streamlining the path from tracked time to paid invoice with minimal manual intervention.
Giving managing partners real-time visibility into case velocity, settlement averages, and staff capacity.
Track where every lead came from and whether it became a signed client — so you know which channels, attorneys, and marketing sources produce revenue.
Automate the gap between last records update and next required action. Track requests, flag stalls, and trigger the next step automatically.
Automation Library
Browse the actual automations and triggers we implement to stop administrative leakage.
Instantly captures site leads and prompts them to book a call.
Trigger: Contact form submitted on website
Moves prospect to active client immediately upon signature.
Trigger: Retainer agreement signed via e-signature platform
Recaptures lost leads who missed their initial consultation.
Trigger: Appointment status marked 'No-Show'
Automates the first step of ethical compliance.
Trigger: New lead hits 'Qualified' stage
Drafts the initial demand with one click using case variables.
Trigger: Case status changed to 'Demand Prep'
Never let a records request stall out.
Trigger: 14 days pass since 'Request Sent' date
Keeps the file updated when courts respond.
Trigger: Email received from e-filing system
Eliminates manual deadline counting.
Trigger: Date of Service entered
Failsafe alerts for Statute of Limitations.
Trigger: SOL date is 90, 60, and 30 days out
Generates all necessary tasks leading up to a court date.
Trigger: Hearing date scheduled
Ensures summaries are done while memory is fresh.
Trigger: Deposition event passes
Prevents cases from gathering dust.
Trigger: No activity or note logged for 45 days
Proactive updates that stop inbound client calls.
Trigger: Every 14 days on active cases
Keeps tabs on client medical treatment.
Trigger: Case in 'Medical Treatment' phase
Builds firm reputation automatically.
Trigger: Case closed and funds disbursed
Maintains relationship for future referrals.
Trigger: Client birthdate
Stops work before trust account runs dry.
Trigger: Trust balance falls below $1,000
Chases payments without staff awkwardness.
Trigger: Invoice 15 days past due
Ensures all billable hours are captured.
Trigger: End of week, billable hours below target
Partner visibility into marketing spend.
Trigger: Every Friday at 4 PM
Keeps eyes on the biggest files.
Trigger: Estimated value above $250k
Tracks team velocity.
Trigger: 1st of the month
Monitors firm performance over time.
Trigger: Case closed
Gets staff working on day one.
Trigger: Employee signed offer letter
Keeps active systems clean.
Trigger: Case status changed to 'Closed'
Streamlines accounts payable.
Trigger: Invoice received at accounts payable inbox
Ensures nothing drops when staff is away.
Trigger: Paid time off approved in calendar
These aren't hypothetical. Every automation listed here is running in a production environment at a real law firm, saving hours of manual data entry every week.
Not sure if you need a Sprint, a Project, or just a smaller fix? The $397 Diagnostic answers that — and 100% of it credits toward your Sprint or Project if you book within 30 days.
Sprint
Starting at $1,500
Focused, targeted engagement for one defined operational problem.
Best for
Firms with one specific workflow or system issue to diagnose and fix.
Project
Starting at $2,500
Full implementation — Customer Relationship Management build, workflow design, case management configuration, or multi-system integration.
Best for
Firms that need a system built from the ground up or an existing system rebuilt correctly.
Retainer
Starting at $1,000/month
Monthly engagement that keeps SourcePro working alongside the firm after implementation.
Best for
Firms that want ongoing oversight, continued automation builds, and fractional leadership without a full-time operations hire.
Not sure which makes sense? That's what the diagnostic is for. Book a Health Check to figure out exactly what your firm needs.
About Your Consultant
I didn't start my career building software. I started it as a litigation paralegal and operations manager. For 15+ years, I managed intake queues, coordinated discovery, tracked deadlines, and built the operational workflows that kept firms moving.
The operational systems SPC designs are built by someone who has worked the intake desk, managed the case files, and seen firsthand what breaks when the workflow design is wrong.
Learn more about Teila and the SPC story →We don't take on projects unless we know we can solve the problem. The diagnostic call is where we figure that out. We'll map your current workflow, find the leak, and tell you exactly what system needs to be built to fix it.
No pressure. No sales pitch. Just operational clarity.