Partner transition model.
Rebuilding capacity and commercial discipline ahead of a partner transition.
The constraint
Paper intake, inconsistent billing rates across four partners, and peak-season bottlenecks were delaying corporate client work.
What changed
- Standardized billing realization and removed unprofitable fixed fees.
- Deployed digital document collection with reminder sequences.
- Shifted compliance work away from senior partner hours.
Result
The firm recovered senior capacity, reduced seasonal support costs, and shortened corporate file turnaround.
320 hrspartner capacity recovered
$68kcontractor cost removed
$145kfirst-year EBITDA lift