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Fractional Operations & Advisory

Senior Operational Leadership,
Without the Full-Time Hire

Somewhere around $500K a firm stops being manageable by instinct. The work that fixes it isn’t legal work, and it isn’t work most firm owners want to do — but it’s also not a full-time job yet.

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The Problem

The Problem With the $500K Ceiling

Firms hit a plateau that feels like a demand problem and usually isn’t.

More matters arrive than the current structure handles cleanly. Billing slips. Nobody’s watching AR closely. Staff are busy and it’s unclear whether they’re productive. Decisions that should take an hour take three weeks because the person making them is also carrying a caseload.

Hiring a COO at that size is premature and expensive. Doing it yourself means the highest-billing person in the firm spending evenings on operations. Fractional Operations is the third option.

The Rhythm

What a Month Actually Looks Like

The most common complaint about fractional arrangements is vagueness, so specifically:

1

Week 1 — Monthly operating review

We produce the metrics package and walk it with you: revenue, collections, AR aging, matters opened and closed, intake conversion, utilization and capacity. Not a report you’re sent — a conversation about what it means.

2

Week 2 — Bottleneck work

One constraint identified in the review gets addressed. Sometimes a workflow change, sometimes a systems fix, sometimes a conversation with a staff member that’s been deferred.

3

Week 3 — Systems and process

Adjustments to Clio, Lawmatics or your workflows so the fix holds structurally rather than depending on anyone remembering.

4

Week 4 — Forward planning

What’s coming: hiring, capacity, seasonal load, cash position.

Throughout — availability. A standing call and asynchronous access for the decisions that arrive between reviews. Most of the value is here rather than in scheduled sessions.

Quarterly — a deeper review. Trajectory, pricing, staffing model, and whether the operating structure still fits the firm.

Evidence

The Metrics We Run Against

  • Revenue and collections
  • Realization rate
  • AR aging and days sales outstanding
  • Matters opened, closed and in progress
  • Intake volume, conversion and source
  • Speed-to-lead
  • Staff utilization and capacity
  • Revenue per matter and per practice area
  • Cash position and runway

Most firms track two or three of these. The point isn’t the dashboard — it’s that decisions get made against evidence rather than impression.

Disambiguation

Fractional Ops vs Systems Maintenance

These get confused because both are monthly. They’re different services.

Systems MaintenanceFractional Operations
What it isKeeping your configurations currentOperational leadership and decision-making
The workHands on keyboardJudgment, direction, accountability
Typical monthNew practice area configured, workflow updated, staff access changedMetrics reviewed, bottleneck addressed, decisions made
Best forFirms whose systems are right and need maintainingFirms needing someone senior watching the whole operation
Answers“Can you update this?”“What should we do about this?”

Some firms need both. Many need only one, and the Strategy Review determines which. Systems Maintenance →

Common Questions

About Fractional Operations

Runs the monthly operating rhythm — reviewing metrics, identifying the current constraint, implementing the fix, and making the operational decisions a firm owner would otherwise defer. The distinction from consulting is accountability: a consultant recommends, a fractional operator owns the outcome and is there next month.
Typically firms between roughly $500K and $3M in revenue — past the point where instinct manages the operation, before the point where a full-time COO is justified. Below that range, systems work usually delivers more. Above it, you’re probably hiring.
A consulting engagement produces recommendations and ends. Fractional Operations is ongoing and accountable — the same person reviewing the same metrics month over month, which means they see whether last month’s change worked and are answerable when it didn’t.
A monthly review of an hour or two, plus availability between. The arrangement is designed to consume less of your attention than the operations would otherwise, not more.

Get Someone Senior Watching the Numbers

Request a free Strategy Review. We’ll look at where your operation is constrained and whether a fractional arrangement is the right answer.