Market Science / Going Pro
Strategy Lab Diagnostic
A focused review of market assumptions, viable clients, operating constraints, and the next clean strategic move.
Best when: The owner knows the firm needs direction but does not yet know which project should come first.
Source bridge: Start with Market Science resources, viable-client assumptions, and the Going Pro monthly project that best matches the current constraint.
Start intake for this pathGoing Pro / People Strategy
Professional Platform & Recruiting Flywheel
A strategy session for owners who need to attract, evaluate, and develop attorneys around standards, ownership, client-first trust, and a clear platform promise.
Best when: The firm is hiring for growth, struggling to describe its professional standard, or wants a relationship-led recruiting path instead of a generic job post.
Source bridge: Use the Signal -> Coffee -> Conversation source packet, Going Pro monthly projects, and viable-profile thinking to define who the platform should attract and repel.
Start intake for this pathHuman-Centered Innovation
AI Stewardship Review
A leadership review of proposed AI or automation changes, hard stops, safeguards, and human-development planning.
Best when: The firm is considering a tool rollout and needs more than a vendor demo or efficiency promise.
Source bridge: Use the Dignity AI scorecard, AI ladder language, and human-development prompts before choosing implementation scope.
Start intake for this pathSystems & Delivery
Systems Conversion Sprint
A bounded sprint to convert repeated templates, intake paths, decision points, and ownership rules into a working delivery system.
Best when: The firm has repeated work but quality still depends on memory, heroic review, or a single expert.
Source bridge: Use Template-to-System, Client Trust, System Fluency, and Matters as Projects resources to define visible standards and owners.
Start intake for this pathSuccession & Firm Continuity
Succession Readiness Map
A continuity planning engagement focused on founder dependency, client transition, revenue durability, team continuity, and transferability.
Best when: The owner wants options before urgency, illness, burnout, sale pressure, or merger talks narrow the path.
Source bridge: Use Succession Planner results and continuity resources to identify which risks need advisor verification before decisions narrow.
Start intake for this path