This presentation translates the management consulting playbook to the legal world, demonstrating a phased framework—Design, Implement, Refine—that any firm can apply. Using real-world examples, we’ll show attendees how to identify repeatable phases, tasks, and action-level deliverables in matters of any type. Participants will learn to draft a phased checklist that assigns responsibilities to attorneys, staff, and automation, creating a living roadmap for future improvements and software integrations. The result is a process-first, tech-second mindset that will help firm owners know how to configure, outsource, or invest in new tech.