Fractional CFO Services

You're taking on bigger cases — but is your firm's cash flow built to carry them?

It's time to add strategy to your numbers.

Large PI cases can tie up significant capital in case cost advances for years before a settlement. We step in as your strategic finance partner — helping you model case portfolio economics, manage pre-settlement runway, and make smarter decisions about firm growth. Real data. Real clarity. Confidence to take the cases that matter.

Trade Gut Instinct for Real Insight

What's Included

Law firms often carry significant capital tied up in matter cost advances for months or years before resolution. As your strategic finance partner, we help you model matter portfolio economics, manage pre-settlement runway, and make smarter decisions about firm growth — with real data, not gut instinct.

Pre-settlement cash flow planning and runway analysis

Case portfolio economics and cost advance exposure modeling

Budgeting and performance monitoring tied to your docket

Firm growth strategy — staffing, marketing spend, and expansion planning

Strategic hiring decisions backed by cash flow projections

CFO-level insight — without the full-time overhead

You Ask, We Answer

•Can I afford to hire another attorney right now?
•How do I plan cash flow when settlements are unpredictable?
•Should I open a second office or expand my practice areas?
•What does my case portfolio need to look like to hit my revenue goals?
•How much am I exposed in case cost advances right now?
•What happens to firm cash flow if three big cases settle in the same quarter?

Vision Without Numbers Is Just a Guess

"Without data, you're just another person with an opinion." - W. Edwards Deming

When you're making big decisions, rough estimates and last month's P&L won't cut it. You need forward-looking insight, not just backward-looking reports. We bring financial leadership into your corner — helping you weigh options, avoid blind spots, and move with clarity.

Your Firm's Growth Strategy Deserves
Real Financial Leadership

Law firms taking on larger matters need more than a bookkeeper — they need a strategic finance partner who understands how fee timing, cost exposure, and revenue concentration affect firm health. We bring CFO-level thinking to your practice, so you can make confident decisions about growth, staffing, and case strategy.