Client Success Story Colorado Personal Injury Law Firm

Industry: Personal Injury Law

Business model: B2C legal services
Headquarters: United States (multi-location practice)
Key initiatives: Financial discipline, HR infrastructure, leadership accountability, prepare for scalable growth

The problem

The firm had strong case demand and a growing team — but internal infrastructure had not kept pace with growth.

Finance and people operations were operating reactively. Hiring decisions were urgent instead of planned, compensation lacked structure, and financial reporting did not provide leadership with decision-making clarity. The partners felt the weight of running both a law firm and an internal operating company.

Key challenges included:

  • No strategic financial planning or forecasting

  • Limited visibility into profitability by role, team, or case type

  • HR processes inconsistent across departments

  • Compensation and hiring decisions made case-by-case

  • Leadership spending significant time resolving internal operational questions

  • Growth increasing complexity faster than internal systems could support

The firm was successful — but increasingly heavy to operate.

The solution

Savvy Strategic Partners embedded a fractional CFO to unify financial strategy and people operations into a scalable operating structure.

Financial Clarity & Planning

  • Implemented forecasting and forward-looking financial planning

  • Built reporting dashboards translating financials into operational insight

  • Identified profitability drivers across roles and case types

  • Established budgeting discipline tied to growth targets

HR Infrastructure

  • Standardized compensation philosophy and pay bands

  • Introduced structured hiring planning instead of reactive recruiting

  • Defined role expectations and accountability measures

  • Created decision frameworks for staffing and capacity

Leadership Decision Support

  • Equipped partners with data-backed decision tools

  • Reduced escalations related to pay, staffing, and spending

  • Shifted conversations from “what can we afford?” to “what drives value?”

Operational Integration

  • Connected people decisions directly to financial performance

  • Aligned hiring plans with case volume projections

  • Created ongoing financial-operational review cadence

The results

Over a 10-month engagement, the firm gained operational stability and leadership capacity:

  • Clear financial forecasting supporting confident hiring decisions

  • Consistent compensation and role structure across the firm

  • Improved profitability visibility by team and role

  • Leadership time redirected from internal problem-solving to client outcomes

  • Reduced operational friction across departments

  • Infrastructure capable of supporting continued growth

“For the first time, we’re making staffing and compensation decisions based on a plan instead of pressure. The business feels lighter because decisions don’t live in our heads anymore — they live in the system.”
– Managing Partner

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