Our Services

Everything your firm needs to
run like a real business.

Three fully managed service engines — each one designed for growing personal injury law firms. Each tier is available independently or in combination. Elevation works with your firm to build the right service configuration for where you are today.

01
Tier 1 — Essentials | $7,499/month
Case Acquisition Engine

Fix the front of the business first. This is where PI firms lose the most revenue — missed calls, slow follow-up, no conversion tracking, and under-managed advertising. We build and manage every system that turns inquiries into signed cases, 24 hours a day.

Marketing
  • SEO — organic search visibility and local rankings
  • Google LSA (primary paid channel)
  • Google PPC campaigns
  • Meta Ads (Facebook & Instagram)
  • Monthly newsletter
  • Social content creation & scheduling
  • Vendor management & performance accountability
Intake
  • 24/7 AI intake agent — first point of contact
  • Live trained intake closer — signs standard cases on the call
  • Attorney escalation protocol for high-value cases
  • Custom PI intake scripts for every call scenario
  • Speed-to-lead under 5 minutes
  • After-hours lead capture
  • CRM integration
Sales & Conversion
  • Intake-to-signed conversion rate tracked as core KPI
  • 5-touch multi-channel follow-up (call, text, email)
  • Unsigned lead re-engagement protocols
  • Referral development from existing & past clients
  • Case value optimization — quality over volume
  • Reputation management
  • Automated review requests & AI review replies
02
Tier 2 — Growth | $11,499/month
Business Operations Engine

Many PI firm owners don't know their real numbers. They don't have documented roles, structured teams, or scalable HR systems. Tier 2 adds full business operations infrastructure — so your firm runs like a managed business, not a busy practice.

Financial Reporting
  • Total revenue, expenses, net profit margin
  • YTD revenue, expenses & margin
  • Payroll as % of revenue
  • Marketing spend by source & cost per lead
  • Owner profit distribution tracking
  • Budget vs. actual comparison
  • Month-over-month & year-over-year comparisons
  • Rolling 12-month cash flow forecast
  • COLTAF balance (not trust account management)
Human Resources
  • Full payroll processing (employees & contractors)
  • Federal, state & local tax withholding & filing
  • PTO tracking & accrual management
  • Benefits plan oversight & open enrollment support
  • Digital onboarding workflows
  • Hiring checklists & offer letter templates
  • Interview scorecards & evaluation frameworks
  • HR policy templates & employee handbook support
  • Monthly retention surveys & offboarding protocols
KPIs & Team Management
  • Current & future-state org chart
  • Gap analysis of roles & reporting lines
  • Written role definitions for every position
  • Individual KPI scorecard for every role
  • Incentive & compensation structure design
  • Daily huddle & weekly meeting design
  • SOPs for intake, marketing & HR departments
  • Job posting templates & hiring frameworks
  • Monthly KPI dashboard review

Tier 2 Meeting Cadence

Monthly
90-Minute Strategy Call
KPIs, operations, HR, team performance, and top priorities for the month ahead.
Monthly
Written Monthly Summary
Delivered async within 48 hours of your strategy call. Proof of value — every month.
Quarterly (Q1–Q3)
Quarterly Business Review
60-minute deep dive with full KPI scorecard and action items for the next quarter.
Annual (Q4)
Q4 Extended QBR
90-minute full year review plus a practical plan and 12-month roadmap.
03
Tier 3 — Executive | $15,499/month
Executive Growth Partnership

At the Executive tier, Elevation functions as a fractional COO — sitting alongside you as a strategic partner, holding you accountable to your vision, and engaging directly in the people and strategic layers of your firm.

Strategic Leadership
  • Vision, purpose & cultural values facilitation session
  • Values integrated into operating rhythm ongoing
  • Org structure transition guidance — not just the chart
  • Quarterly strategic roadmap development
  • Owner accountability review each quarter
  • Full year review + 12-month roadmap in Q4
People & Team
  • Elevation provides all templates, and interviews finalist candidates on key hires
  • Pre-termination coaching before difficult conversations
  • Exit interview findings reviewed in check-ins
  • Compensation & bonus structure revised annually
  • Communication structure actively reinforced
  • Owner coached on effective team KPI delivery
Accountability Structure
  • Bi-weekly 30-minute check-ins (2x/month)
  • Monthly 90-minute strategy call
  • Bi-weekly review of team meeting outputs
  • Breakdowns in communication flagged in real-time
  • SOPs for all departments including leadership
  • 3-hour quarterly business review + full written deliverable
  • 4-hour Q4 Extended QBR + strategic roadmap

What Each QBR Deliverable Includes

Every QBR Includes

  • ● KPI scorecard — every metric vs. target, color-coded
  • ● Performance narrative in plain language
  • ● Wins this quarter — specific achievements
  • ● Barriers identified — honest root cause analysis
  • ● 2–3 specific growth opportunities
  • ● 90-day priorities with owners and deadlines
  • ● Case value optimization recommendations
  • ● Owner accountability review

Q4 Extended QBR Adds

  • ● Full year review across all KPIs
  • ● 12-month strategic roadmap
  • ● Compensation review for all roles
  • ● Exit and valuation awareness update

All tiers can be customized to your firm's particular needs. Each tier is available independently or in combination — Elevation works with your firm to build the right service configuration for where you are today.

See exactly what Elevation
would do for your firm.

Schedule a discovery call. We'll audit your intake, review your numbers, and show you where the revenue is hiding.

Schedule Your Discovery Call