DH Legal Ops – Services
Helping law and tax consulting firms grow efficiently and professionally
We help law and tax consulting firms grow, operate efficiently, and maintain a polished, professional presence.
Our work is highly tailored — focused on operations, systems, marketing, and team leadership — so you can scale without chaos.
Our Services
Marketing & Organic Growth Strategy
We help your firm attract more clients through strategic, consistent, and authentic marketing.
Includes:
- Referral strategy and client retention systems
- Email marketing setup and automation
- LinkedIn business development strategy
- Brand-consistent social media management and scheduling
Outcome:
A visible, professional brand that attracts clients and builds trust.
CRM & Document Automation
We streamline client-facing and internal processes to save time and eliminate manual work.
Includes:
- CRM setup, workflow automation, and document generation
- Intake, onboarding, and client follow-up automation
- Reporting dashboards for KPIs and team performance
Outcome:
Your systems work for you — not the other way around.
SOPs & KPIs
We bring structure and consistency to your firm’s operations.
Includes:
- Standard Operating Procedures (SOPs) for teams and department
- Key Performance Indicators (KPIs) for workflow and productivity
- Training guides and documentation for new hires
Outcome:
Repeatable processes, measurable results, and less reliance on “memory-based” operations.
Team Leadership & Recruiting
We strengthen your team’s structure and leadership to support sustainable growth.
Includes:
- Recruiting strategy and candidate sourcing
- Role clarity, delegation, and accountability systems
- One-on-one and team meeting structures
Outcome:
A team aligned around firm priorities, with the right talent in the right roles.
Project-Based Operational & Marketing Support
We execute short-term, high-impact projects to optimize your firm’s systems or marketing.
Includes:
- Marketing campaigns and LinkedIn lead generation setup
- CRM and workflow redesign
- SOP or KPI system implementation
- Recruiting project support
Outcome:
A complete, ready-to-use solution delivered efficiently.