“My team says we need to hire another paralegal, but I disagree—I think we can file more cases if we can just figure out where the breakdown is.”

That’s what Lewis Roberts, P.A. told Connected Consulting during his discovery session with us in July 2024. His Florida-based firm specializes in bankruptcy, tax resolution, and student loan relief. Their small team of 3, including Lewis as the only attorney, a part-time paralegal, and a receptionist, felt stuck. Despite their expertise and hard work, they couldn’t shake the feeling they weren’t filing enough clients to meet their own expectations. They were feeling frustrated and unsure of where to turn, wondering if the bottleneck was their own process—or the fact that they only have one attorney to handle their caseload. Something had to change, and that’s when they contacted us for help.

Over the next few months, Connected Consulting worked closely with the firm to implement transformative solutions that streamlined operations, enhanced client experiences, and set the business up for sustainable growth.

The Challenge: A Fractured Workflow and Duplicated Effort

Before working with Connected Consulting, the firm struggled to keep track of client information across multiple platforms. Staff members were often duplicating work or scrambling to refresh their memories about a client’s status—a time-consuming process that hindered operational efficiency and impacted client satisfaction. Attempts to address the issue internally, including the implementation of various systems, fell short of the mark.

“As a business owner, I didn’t have the time or the expertise to put the right systems in place,” says Lewis. “We were running into inefficiencies that slowed us down and made it harder to provide the level of service our clients expect.”

The Solution: Centralized Systems and Tailored Coaching

Connected Consulting stepped in with a targeted approach to simplify and streamline the firm’s processes. Our team delivered:

• Client Management Software: A centralized platform for managing client data, reducing duplication, and increasing transparency.

• Upgraded Communication Tools: Enhanced phone and texting capabilities to improve internal and external communication.

• Custom Intake and Progress Forms: Tailored forms that saved staff time by automating data collection and tracking client progress.

But tools were only part of the solution. Connected Consulting also worked closely with the firm’s team through dedicated coaching and brainstorming sessions. These intensive collaborations helped implement systems effectively, while weekly progress meetings ensured continued refinement and adaptation.

“Connected Consulting didn’t just hand us tools, they worked side-by-side with us to make sure the solutions fit our needs perfectly,” Lewis notes. “And they were quick to adjust if something didn’t work as intended.”

The Results: Time Savings and Business Growth

The impact of Connected Consulting’s solutions was immediate and significant:

• Increased Efficiency: Staff now operates more effectively with streamlined processes, completing tasks faster and more accurately.
  Time Savings: The firm doubled their monthly client intake without increasing staff size, maintaining high levels of service with the same team.

• Scalable Growth: With improved systems in place, the firm experienced a 104% increase in their average monthly revenue.

“Operations and performance are now faster and more effective,” says Lewis. “We’ve been able to achieve the same—or better—results with fewer man-hours.”

A Recommendation for Other Businesses Seeking Transformation

For Lewis Roberts, P.A., the partnership with Connected Consulting has been a game-changer. The firm now operates with greater efficiency, delivering better outcomes for their clients while saving time and resources.

To other businesses considering Connected Consulting, Lewis has this advice: “It’s always scary to invest in consulting when you’ve been burned by ineffective coaching in the past. But if you communicate your needs, Connected Consulting will find a solution—or keep working until they do. They’re truly committed to helping your business succeed.”

Connected Consulting is proud to have played a role in the success of Lewis Roberts, P.A., and we look forward to continuing to support their journey toward even greater efficiency and growth.

Interested in working with Connected Consulting to help your business?
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