Workflow Drag Review
We review where intake, records chase, deposition scheduling, claims exceptions, or client-status work is creating repeated manual drag.
Free Legal Ops Workflow Fit Call
This is a focused first conversation for records retrieval, deposition, settlement, claims, MSP, and legal-services operators dealing with intake, status chase, document review, and exception queues.
Best fit if the work still moves through inboxes, portals, PDFs, spreadsheets, and human judgment, and you need a safer way to use AI without removing review.
You will talk directly with Jason Campbell. No handoff to a generic sales team.
What We Cover
We review where intake, records chase, deposition scheduling, claims exceptions, or client-status work is creating repeated manual drag.
We look at the current stack, what each system owns, and where sensitive documents, PHI/PII, approvals, and review requirements need guardrails.
We identify where AI can assist with classification, extraction, summarization, drafting, or status visibility while humans keep judgment and approval.
You leave knowing whether the next step should be the $15,000 Legal Ops Workflow Sprint or whether the workflow is not ready for custom implementation.
Good Fit
Common Starting Workflows
Support teams that need to absorb information, classify it, summarize it, and move it toward a real human decision.
Reduce manual chasing across document-heavy reviews, nonstandard cases, approvals, and internal control points.
Bring scattered operational data into a more useful view so leadership can see status, aging work, and next-best actions.
Strong fit for businesses that need AI-forward systems shaped around how their internal operations actually work, not around a generic template.
How It Works
Choose a time and bring one workflow that is creating drag, delays, rework, or manual overhead.
We walk through your current process, systems, handoffs, and the places where the workflow keeps getting stuck.
We narrow in on the implementation opportunity most likely to create immediate business value.
You leave with a clearer next step whether you want to implement right away or phase it in later.
Direct Call
You talk directly with Jason Campbell, the person who scopes and implements the work.
Practical First Step
The audit is meant to isolate one high-value workflow, not push a broad transformation project.
Current Stack Friendly
Most recommendations are built around the systems you already use today.
Paid Strategy First
If there is a fit, the next step is a paid strategic audit or architecture sprint before any build work begins.
Before You Book
See what it is actually like to work with Campbell from first call through implementation.
Open how we workUnderstand how the audit turns into a blueprint, a build, testing, and post-launch improvement.
Open the implementation processReview the plain-English guardrails around access, sensitive workflows, and practical AI use.
Open data handlingUse the fit guide to see whether this is the right kind of engagement for your business.
Open the fit guidePricing Snapshot
The fit call is free. If there is a fit, the next step is the paid Legal Ops Workflow Sprint. Implementation is fixed-fee because the value is in tailoring AI and automation to one real legal-services workflow.
Entry Point
Free
Short call to test whether a boutique custom approach is really needed.
Paid Strategy
$15,000
7-business-day paid sprint for one records, deposition, claims, settlement, or MSP workflow.
Buildout
$55k-$85k
4-6 week implementation of the first production workflow.
Ongoing
$12.5k-$25k/mo
Monitoring, tuning, new automations, reporting, and monthly workflow review.
Expansion
$85k+
Best for companies whose workflow logic is too bespoke for standard automation.
Program
$45,000+
Best for several connected internal use cases, multiple teams, and deeper orchestration.
Ongoing optimization and oversight plans start at $4,000/month.
That covers monitoring, governance support, prompt and model tuning, workflow updates, and iterative improvements after launch.
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