🎯 Executive Summary
A consulting business leveraging Jeff's credibility as a lawyer who successfully integrated AI into his patent practice to help large and mid-sized law firms in Denver audit, implement, and scale AI-driven process automation.
Jeff is the front-facing rainmaker and credibility anchor; AI agents perform all technical work. Success is measured by: (1) contracts signed, (2) revenue per engagement, (3) client satisfaction, (4) scalability to multiple concurrent engagements.
Success Metrics
10+
Clients (6mo)
$15-50K
Per Engagement
80%+
Satisfaction
5+
Concurrent Audits
🔍 Market Problem
The Opportunity
- Law firms recognize AI can transform operations but lack expertise to audit and implement
- Most law firms don't have dedicated CTO or AI strategy
- Existing consultants lack both law firm operating knowledge AND proven AI integration track record
- Law firms waste money on tools that don't fit workflows or operate in silos
Why Jeff is Positioned to Solve This
- Proven track record: Successfully integrated AI into own practice (Schell IP)
- Credibility: Practicing attorney who understands law firm operations from inside
- Unique value: Can speak lawyer-to-lawyer about ROI, risk, and change management
- Differentiation: Not a generic tech consultant; understands legal practice
💡 Proposed Solution
Business Model: AI-Powered Consulting
Jeff handles: Rainmaking, relationship management, deal closing, final presentations, credibility
AI Agents handle: Research, outreach, audits, analysis, recommendations, dashboards, follow-up
AI Agents handle: Research, outreach, audits, analysis, recommendations, dashboards, follow-up
Service Engagement Flow
1. OUTREACH PHASE (AI Agent)
├─ Identify target law firms (Denver, large/mid-sized)
├─ Research managing partners
├─ Send brief introduction emails (from Jeff, managed by AI)
└─ Track responses, schedule meetings
2. DISCOVERY MEETING (Jeff + AI Support)
├─ Jeff meets with firm leadership
├─ AI agents prepare background research
└─ Discuss pain points, current tech stack, goals
3. AUDIT PHASE (AI Agents + Custom Auditors)
├─ Email key stakeholders (practice managers, ops, attorneys)
├─ Programmatic audit of current systems
├─ Map existing tools and integrations
├─ Identify automation opportunities
└─ Benchmark against industry standards
4. ANALYSIS & RECOMMENDATION PHASE (AI Agents)
├─ Analyze audit findings
├─ Match recommended AI tools to gaps
├─ Create prioritized implementation roadmap
├─ Estimate ROI per recommendation
└─ Generate client-ready report
5. PRESENTATION & AGREEMENT (Jeff)
├─ Present findings and recommendations to firm leadership
├─ Discuss implementation timeline and investment
└─ Sign engagement agreement
6. IMPLEMENTATION PHASE (AI Agents)
├─ Deploy custom agents to implement recommendations
├─ Set up and configure recommended tools
├─ Train firm staff on new processes
├─ Monitor and iterate
└─ Deliver dashboard for tracking ROI
7. ONGOING OPTIMIZATION (AI Agents + Jeff)
├─ Monthly check-ins (Jeff) with client leadership
├─ Continuous optimization by agents
├─ Quarterly performance reviews
└─ Upsell additional services
Platform Architecture
- Rainmaking Layer: Relationship building, discovery meetings, presentations, strategy
- Agents Layer: Outreach, research, audit, analysis, implementation, optimization
- Dashboard Layer: Client-facing and internal operations dashboards
- Data & Integration Layer: Calendar, email, CRM, tool marketplace, law firm database
📋 Functional Requirements
Lead Generation & Outreach System
- Law Firm Identification Agent — 30-50+ targets in Denver
- Managing Partner Research — Contact info, background, LinkedIn
- Outreach Campaign Agent — Templated, personalized emails from Jeff
- Response Tracking — Interest levels, categorization
- Meeting Scheduling — Automated + calendar integration
- CRM Dashboard — Leads, conversations, conversion rate
Discovery & Audit System
- Pre-Discovery Research Agent — Tech stack, practice areas, news
- Audit Survey Generator — Customized questionnaires
- Audit Email Campaign — Survey distribution + tracking
- Process Audit Agent — Evaluate key workflows:
- Client intake and management
- Marketing and business development
- Docketing and deadline management
- Case analysis and legal research
- Document automation and contract review
- Billing and time tracking
- Knowledge management
- Communication (internal and external)
- Compliance and risk management
- Pain Point Extraction — Bottlenecks, inefficiencies, gaps
Recommendation & Analysis System
- AI Tools Database — 60+ tools for law firms, categorized
- Gap Analysis Engine — Match pain points to solutions
- Recommendation Prioritization — By impact, difficulty, cost, ROI
- ROI Calculator — Savings and revenue impact estimates
- Implementation Roadmap Generator — Phased plan with timelines
Client-Facing Dashboard
- Engagement status tracking (discovery → audit → implementation)
- Key metrics (processes identified, tools recommended, ROI)
- Implementation progress
- Performance metrics post-implementation
- Next steps and timeline
Internal Operations Dashboard (Jeff)
- Pipeline — Lead status, conversion rate, revenue forecast
- Engagement Tracker — Active clients, phase, timeline, revenue
- Agent Performance — Workload, completion status
- Revenue Dashboard — Closed deals, ARR, engagement value, margins
- Team Workload — Agent availability, concurrent capacity
Additional Service Offerings
- Ongoing Managed Services — 6-12 month post-engagement
- Staff Augmentation — Agents handle recurring tasks
- Change Management Consulting — Org change support
- Custom AI Agent Development — Firm-specific workflows
- Quarterly Strategy Reviews — Annual/quarterly strategy meetings
- Network Effects — Facilitate connections between firms
💰 Revenue Model & Pricing
Service Tiers
Tier 0: Quick Scope Audit
Entry-level / Lead generation
$5,000 flat
Duration: 1-2 weeks
Deliverable: Lightweight audit report identifying 3-5 quick wins
Target: Smaller firms, initial conversations, lead generation
Volume: High (2-3 per week)
Tier 1: Full Audit & Recommendation
Core assessment
$15K - $25K
Duration: 4-6 weeks
Deliverable: Comprehensive audit + AI tool recommendations + implementation roadmap + ROI analysis
Target: Smaller law firms (20-50 attorneys)
Tier 2: Audit + Implementation
Turnkey solution
$35K - $50K
Duration: 12-16 weeks
Deliverable: Full audit + tool selection + setup/config + training + 90-day optimization
Target: Mid-sized firms (50-150 attorneys)
Tier 3: Comprehensive + 6-Month Managed Services
Full partnership
$50K - $75K+
Duration: 24 weeks
Deliverable: Full implementation + 6-month ongoing management + quarterly strategy reviews + custom agent development
Target: Larger firms (150+ attorneys)
Tier 4: Ongoing Managed Services
Recurring retainer
$2,500/month
Engagement: Ongoing
Deliverable: Continuous tool optimization, staff augmentation, monitoring dashboard, quarterly strategy reviews
Target: Post-engagement clients wanting ongoing management
Revenue Model Summary
- Upfront engagements: $5K - $75K per project (one-time)
- Recurring revenue: $2,500/month per client (post-engagement retainers)
- Gross margin target: 50%+ (agents do most work)
- Key metric: Average engagement value + recurring revenue retention rate
Revenue Projections
| Metric | Conservative | Optimistic |
|---|---|---|
| Year 1 Engagements | 8 | 15 |
| Avg. Engagement Value | $30K | $40K |
| Year 1 Revenue | $240K | $600K |
| Year 2 Engagements | 15 | 30 |
| Recurring Revenue (Year 2) | $150K | $300K |
| Year 2 Total Revenue | $600K | $1.2M |
📅 Milestones & Timeline
| Phase | Duration | Key Deliverables |
|---|---|---|
| Phase 1: Research & Prep | 2-3 weeks | Law firm database (100+), tool database, email templates |
| Phase 2: Domain Setup & Warmup | 1 week | Domain auth, monitoring live, ready for outreach |
| Phase 3: Initial Outreach (Wave 1) | 2-4 weeks | 10-15 interested leads, 3-5 meetings scheduled |
| Phase 4: Pilot Engagements | 6-8 weeks | Refined audit process, case study, testimonial |
| Phase 5: Outreach Wave 2 | 4-6 weeks | 10-20 additional leads, 5-10 new engagements |
| Phase 6: Portfolio Building | 12-16 weeks | 3-5 implementations, ROI data, testimonials |
| Phase 7: Scaling & Optimization | Ongoing | 5+ clients on $2,500/month retainers, 50%+ margins |
Total Time to First Revenue: 4-6 weeks
Total Time to Sustainable Model: 6-12 months
Total Time to Statewide Presence: 12-18 months
Total Time to Sustainable Model: 6-12 months
Total Time to Statewide Presence: 12-18 months
Immediate Next Steps
- Week 1: Verify SendGrid domain auth, set up monitoring, configure Lemwarm
- Week 2-3: Send initial outreach to 40 Denver law firms (staggered)
- Week 4-6: Conduct 1-2 full audits with initial clients
- Week 7-10: Expand to Colorado statewide (50+ additional firms)
✅ Success Criteria
- Successfully conduct 3+ audits with 80%+ client satisfaction
- Achieve average engagement value of $30K+
- Build recurring revenue pipeline (2+ clients on ongoing managed services)
- Reduce time-to-audit from 8 weeks to 6 weeks (via process optimization)
- Create scalable, agent-driven model allowing Jeff to focus on rainmaking only
- Achieve 50%+ gross margin on engagements
- Generate 2-3 case studies demonstrating measurable ROI
Project Status
✅ APPROVED - READY FOR EXECUTION
All key decisions finalized. Pricing, scope, geographic focus, implementation approach, and service tiers confirmed. Ready to move forward immediately.
All key decisions finalized. Pricing, scope, geographic focus, implementation approach, and service tiers confirmed. Ready to move forward immediately.