Rose Ann H.

Most law firms don’t have an admin problem. They have an operations and revenue problem. ✘ Intake bottlenecks. ✘ Billing delays. ✘ Scattered client data. ✘ Calendar chaos. These issues quietly reduce billable hours, create cash-flow volatility, and increase malpractice risk. I work with solo and small law firms as a Fractional Operations & Revenue Partner, helping firms run predictably through structured systems — not reactive admin work. I focus on execution, monitoring, and optimization within existing systems. Clio system setup, rebuilds, and workflow architecture are handled separately under my Clio Systems Specialist profile. 🔹 What I Deliver (Outcomes, Not Tasks) ✔ Predictable Intake & Client Onboarding Oversight and optimization of Clio Grow intake workflows within an established system.. ✔ Risk & Compliance Protection Clean client data, document control, and deadline systems that reduce malpractice exposure. ✔ Billing & Cash Flow Optimization Improved billing workflows, AR/AP oversight, and collections discipline to stabilize revenue. ✔ Attorney Time Protection Calendar, hearing, and deadline management that reduces interruptions and last-minute fire drills. ✔ End-to-End Automation From intake to case close — fewer manual steps, lower overhead, better client experience. 🔹 Why Firms Hire Me ✔ More predictable revenue ✔ Faster billing and collections ✔ Fewer missed deadlines and compliance risks ✔ Better client communication and retention ✔ Less stress and operational chaos 🔹 Tools & Systems ✔Clio Grow & Clio Manage ✔Legal intake & CRM workflows ✔Billing, trust accounting support, AR/AP ✔Calendar, deadline, and task control systems ✔Process documentation and SOP maintenance 🔹 Best Fit Clients ✔ Solo and small law firms ✔ Attorneys using (or transitioning to) Clio ✔ Firms that want systems, ownership, and accountability ✔ Owners ready to stabilize operations and cash flow 🔹 Not a Fit If You’re Looking For: ✘ Basic admin or hourly task execution ✘ No structure, no systems, constant urgency ✘ Micromanagement without operational ownership If your firm is growing — or feels stuck in chaos — I help bring control, predictability, and revenue stability. Message me to discuss stabilizing your intake, billing, and operations.