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“My team says we need to hire another paralegal, but I disagree—I think we can file more cases if we can just figure out where the breakdown is.” That’s what Lewis Roberts, P.A. told Connected Consulting during his discovery session with us in July 2024. His Florida-based firm specializes in bankruptcy, tax resolution, and student loan relief. Their small team of 3, including Lewis as the only attorney, a part-time paralegal, and a receptionist, felt stuck. Despite their expertise and hard work, they couldn’t shake the feeling they weren’t filing enough clients to meet their own expectations. They were feeling frustrated and unsure of where to turn, wondering if the bottleneck was their own process—or the fact that they only have one attorney to handle their caseload. Something had to change, and that’s when they contacted us for help.
Over the next few months, Connected Consulting worked closely with the firm to implement transformative solutions that streamlined operations, enhanced client experiences, and set the business up for sustainable growth.
Before working with Connected Consulting, the firm struggled to keep track of client information across multiple platforms. Staff members were often duplicating work or scrambling to refresh their memories about a client’s status—a time-consuming process that hindered operational efficiency and impacted client satisfaction. Attempts to address the issue internally, including the implementation of various systems, fell short of the mark.
“As a business owner, I didn’t have the time or the expertise to put the right systems in place,” says Lewis. “We were running into inefficiencies that slowed us down and made it harder to provide the level of service our clients expect.”
Connected Consulting stepped in with a targeted approach to simplify and streamline the firm’s processes. Our team delivered:
But tools were only part of the solution. Connected Consulting also worked closely with the firm’s team through dedicated coaching and brainstorming sessions. These intensive collaborations helped implement systems effectively, while weekly progress meetings ensured continued refinement and adaptation.
“Connected Consulting didn’t just hand us tools, they worked side-by-side with us to make sure the solutions fit our needs perfectly,” Lewis notes. “And they were quick to adjust if something didn’t work as intended.”
The impact of Connected Consulting’s solutions was immediate and significant:
“Operations and performance are now faster and more effective,” says Lewis. “We’ve been able to achieve the same—or better—results with fewer man-hours.”