Work Samples & Portfolio

Real work.
Real results.

Every document below was built for an active law firm engagement. All identifying client information has been redacted in compliance with confidentiality standards. What remains is the operational framework, structure, and system design — the actual work product.

Access Levels ■ Open Download — available immediately
■ Request Sample — sent within 24 hrs
■ Preview Available — key pages only

01
Personal Injury · Law Firm Operations
Intake & Lead Management
4 Documents
📋
Request
SOP · 28 Pages
PI Firm · Intake Operations
Intake Department KPI Bonus System & SOP
Complete KPI accountability framework for intake staff — bonus calculation methodology, audit procedures, performance thresholds, and department manager oversight protocols. Designed and implemented Q1 2026.
v4.0 · 28 pages · Redacted
🔄
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SOP · 22 Pages
PI Firm · CRM Operations
Lead Docket SOP & Governance Guide
Full Lead Docket CRM operational guide — lead routing rules, pipeline stage definitions, disposition codes, reporting setup, role-based access, and audit procedures. Includes full governance rebuild.
v2.0 · 22 pages · Redacted
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Open
Framework · 8 Pages
PI Firm · Intake Accountability
Intake Checklist Audit Framework
Role-based checklist audit structure for intake department supervisors — daily, weekly, and monthly audit cadences, scoring methodology, and escalation protocols for non-compliance.
8 pages · Redacted Download PDF
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SOP · 16 Pages
PI Firm · Multi-Office Intake
Multi-Office Intake Routing & Jurisdiction SOP
Intake routing procedures for a two-office operation — jurisdiction rules, case assignment logic, cross-office handoff protocols, and SOL compliance checkpoints integrated into the intake workflow.
16 pages · Redacted
02
PI Firm & Real Estate Legal · Operations
Department Operations
5 Documents
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Open
SOP · 14 Pages
PI Firm · Case Management
Discharge Procedure SOP — Master Document
Master discharge procedure SOP covering all four departmental discharge scenarios. Role-based responsibilities, decision trees, required documentation, and quality control checkpoints for each discharge type.
DTL-OPS-DISCH-001 v1.0 · 14 pages · Redacted Download PDF
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SOP Suite · 6 Departments
PI Firm · HR & Administration
Onboarding & Offboarding SOP Suite
Complete onboarding and offboarding SOPs across six departments — HR, IT, Administrative, Firm Trainer, Operations, and Accounting. Role-specific checklists, system access protocols, and knowledge transfer requirements.
6 departments · Redacted
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SOP · 19 Pages
PI Firm · Communications
RingCentral Firm-Wide Operations SOP
Complete RingCentral SOP covering all departments and reception workflows — call routing, voicemail protocols, department extensions, SMS compliance, live analytics monitoring, and call log auditing procedures.
19 pages · Redacted
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Open
Manual · 24 Pages
PI Firm · Department Operations
Closing Department Operating Manual
Full operating manual for the closing department — case resolution workflows, settlement documentation procedures, file closing checklists, quality control standards, and department manager oversight framework.
24 pages · Redacted Download PDF
⚖️
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SOP · 18 Pages
Real Estate Legal Services
Eviction Department Operations & Launch Guide
Operational framework used to launch eviction departments at multiple offices — department structure, staffing model, workflow design, bank-client reporting requirements, and compliance checkpoints for high-volume eviction processing.
18 pages · Redacted
03
PI Firm · Staff Development
Training Manuals
3 Documents
📚
Request
5-Volume Series
PI Firm · Intake Training
Intake Department Training Manual Series
Five-volume intake training series covering IIS and IS workflows, multi-office procedures, the Orlando launch, jurisdiction routing, SOL law changes, KPI auditing structure, and personnel transitions. Built from internal process newsletters.
5 volumes · Redacted
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Preview
Training Guide · 32 Pages
PI Firm · Discharge Training
Discharge Procedure Training Guides — All Departments
Department-specific discharge training guides converted from PowerPoint to formatted Word documents for all four discharge scenarios. Designed for firm-wide rollout by the Firm Trainer across Boca and Orlando locations.
4 guides · 32 pages total · Redacted
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Open
Framework · 10 Pages
PI Firm · Staff Accountability
KPI Structure & Performance Accountability Framework
Standalone KPI framework document — metric definitions, tracking cadence, reporting structure, manager review protocol, and escalation decision tree. Adaptable to any law firm department with minimal customization.
10 pages · Redacted Download PDF
04
PI Firm & Real Estate Legal · Expansion
Multi-Office Expansion
2 Documents
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Ops Master Menu · 4 Tiers
PI Firm · Operations Management
Operations Master Menu & Training Calendar
Complete operations inventory organized into four tiers (Critical, Important, Rotational, Long-Term) with a five-week Training Calendar assigning handoff owners. Built for full leadership transition and knowledge transfer.
4-tier framework · Redacted
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Request
Framework · Multi-Office
Real Estate Legal · 12 Offices
Multi-Office Department Buildout Framework
Operational framework developed through 12-office nationwide buildout — department launch sequencing, staffing model templates, compliance alignment checklist, and bank-client reporting structure. Scalable to any additional locations.
Framework · Redacted
05
PI Firm · Technology
Systems & Technology
3 Documents
🖥️
Request
SOP · 26 Pages
PI Firm · Case Management System
Filevine SOP Training Guide
Comprehensive Filevine SOP covering case creation, pipeline stage management, document assembly, task workflows, and reporting. Includes role-based access guidance and Document Assembly/Outlaw integration tutorial.
26 pages · Redacted
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Open
SOP · 12 Pages
PI Firm · Lead Management
Switcher Campaign SOP
Standard operating procedure for managing switcher campaigns in the intake pipeline — lead source tracking, disposition protocols, campaign performance metrics, and reporting cadence for leadership review.
12 pages · Redacted Download PDF
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Preview
Review · Contract Analysis
PI Firm · Vendor Management
RingCentral Contract Review & Negotiation Guide
Vendor contract review framework with negotiation priorities identified across termination clauses, auto-renewal terms, training cost allocation, and SMS compliance requirements. Applicable to any communications platform contract.
Framework · Redacted
17 Portfolio Documents
Available
6 Departments
Documented
2 Law Firm Verticals
Represented
5 Open Download
Documents