Advisory Services for Law Firms

We help law firm leaders tackle the tough stuff — with clarity, candour, and common sense.

Our Services

Applied Strategies offers independent, experience-based guidance to help law firm leaders make smart decisions about their businesses. From strategy and governance to operations and talent, we support firms through transitions, growth, and day-to-day challenges.

  • An independent sounding board for firm leaders navigating change, growth, or internal challenges. We provide candid and confidential advice to help you make informed decisions with clarity and conviction.

    • Objective insights from outside the firm's dynamic

    • Support for leadership transitions and succession planning

    • Guidance on sensitive or high-stakes internal issues

  • Governance structures should reflect your firm's culture, values, and strategic direction. We help you design or refine systems that support decision-making and accountability.

    • Review and alignment of governance frameworks

    • Partner roles, responsibilities, and voting structures

    • Support for committee formation and leadership

  • We help firms articulate their shared values, define a clear vision, and build actionable plans that don't gather dust. Our approach is collaborative, practical, and tailored to your firm's reality.

    • Facilitation of planning retreats and workshops

    • Development of strategic goals and KPIs

    • Ongoing check-ins to support follow-through and accountability

  • A well-designed compensation system supports a firm's strategy and fosters fairness. We help you assess, adjust, or rebuild your approach to reward and recognition.

    • Review of current compensation models

    • Alignment with performance and contribution

    • Support for partner and associate compensation structures

  • We work with firms to streamline workflows, reduce friction, and improve day-to-day operations.

    • Process mapping and workflow redesign

    • Identification of cost-saving opportunities

    • Implementation of operational best practices

  • We help firms build practical strategies to attract the right clients and grow revenue — without the fluff.

    • Development of marketing plans and BD initiatives

    • Support for client targeting and positioning

    • Coaching for lawyers on relationship-building

  • Legal tech should serve your firm — not overwhelm it. We help you evaluate, select, and implement tools that fit your needs and budget.

    • Assessment of current systems and gaps

    • Vendor selection and implementation planning

    • Change management

  • Culture matters. We help firms build environments where people want to stay, grow, and contribute. Our work supports recruitment, retention, and engagement.

    • Review of HR policies and practices

    • Support for onboarding and career development

    • Culture-building initiatives and leadership coaching

  • We help firms establish financial policies and practices that support long-term sustainability. It's not just about the numbers — it's about what they enable.

    • Budgeting and forecasting support

    • Review of billing, collections, and profitability

    • Insights through financial reporting and performance analysis

     

Every firm is different. So is every solution. Learn more about Stephen’s approach and hear from the firms we’ve helped.

Stephen's Approach
Client Testimonials