Client
A Houston-based guardianship and probate firm run by a twenty-year veteran attorney with a stellar reputation.
Problem
A law firm with a high volume of leads was hemorrhaging money on ads and missing hundreds of prospective client calls each month due to an overwhelmed and inefficient intake team.
Strategy and approach
Tools and methods used
- A comprehensive Firm Heartbeat analysis was used to uncover the firm's widespread operational chaos
- Through relentless communication, Howard convinced a reluctant owner to face uncomfortable truths and commit to change
- Howard implemented targeted, collaborative solutions on a monthly basis to fundamentally transform the firm's operations
When Howard began working with a law firm in 2024, he found a scene of total chaos. The firm had three intake specialists, but they were drowning under a staggering volume of work. Every month, a shocking 250 phone calls from prospective clients went unanswered, and money was simply being thrown away. They were burning through their cash on Google ads and only seeing a return on a tiny fraction of the leads they were paying for.
Howard’s comprehensive Firm Heartbeat analysis quickly uncovered these widespread issues. He presented his findings to the firm’s owner, but his initial warnings were met with denial and pushed aside for months. But Howard was relentless. He knew the firm was on a dangerous path and kept hammering home the systemic flaws until the owner finally listened.
Once the owner committed to change, Howard went to work. He collaborated with the firm monthly, implementing targeted solutions that fundamentally transformed their operations. The results were truly unimaginable. The same team of three intake specialists, who were once completely overwhelmed, were now able to manage the high volume of leads with grace and efficiency. The firm took off, and by 2025, business was booming.
The transformation didn’t just stop at better efficiency. The firm’s success allowed them to gain a new level of control over their business. They were so confident and in demand that they raised their retainer by 20%, and started turning away work they didn’t want. Now, with a thriving practice and a solid foundation, they have plans to raise their retainer by another 20% in the near future. This success story proves that facing uncomfortable truths and committing to a data-driven process can turn a struggling business into an industry leader.
