← Explore AdvisoryOperations & Implementation

Build systems your team can actually use.

Turn good recommendations into everyday practices. We help law firms improve workflows, put supporting tools in place, and prepare the team to carry the work forward.

When the work keeps coming back to you

Your firm has grown. Have your systems kept up?

Perhaps intake depends on one person, documents get chased by email, or your team works around software instead of with it. Sometimes the next step is to understand the friction. Sometimes you already know what needs fixing and need help getting it done.

Too much lives in someone’s head.

Make responsibilities, steps, and decision points clear enough for others to take ownership.

Your tools aren’t working together.

Align practice-management and CRM tools with how your team needs to work.

Clients keep asking what happens next.

Build clearer intake, document collection, and follow-up processes.

A new process hasn’t taken hold.

Support adoption with practical guidance, training, and review.

From understanding to execution

Support where your firm needs it.

Start with a focused operational assessment, a defined implementation project, or help putting an existing plan into practice.

01 · ASSESS

Understand the workflow.

See how work happens today and where it gets stuck.

  • Map the steps, handoffs, and responsibilities.
  • Review how your current tools support the process.
  • Identify bottlenecks, duplicated effort, and gaps.
  • Prioritize practical improvements.
02 · BUILD

Put the systems in place.

Turn priorities into processes and tools that fit your firm.

  • Improve intake and document workflows.
  • Configure practice-management and CRM tools.
  • Create checklists, templates, and practical SOPs.
  • Clarify ownership and escalation paths.
03 · SUPPORT

Help the changes take hold.

Give the team the guidance to use the new approach.

  • Train team members on workflows and tools.
  • Provide instructions they can return to.
  • Test the process and gather feedback.
  • Refine the handoff and quality checks.

A defined project. A clear next step.

Scope and pricing are tailored to your firm’s needs. Before work begins, we agree on the priorities, deliverables, timeline, and investment.

What we can work on

Practical projects with a purpose.

Intake & client onboarding

Define how inquiries become clients, who handles each step, and what clients need to know along the way.

Document collection & follow-up

Organize requests, track what is missing, and give the team a consistent follow-up process.

Practice-management & CRM setup

Configure the tools your firm uses around your workflows, responsibilities, and reporting needs.

SOPs & team training

Turn recurring work into clear instructions and prepare the team to use them consistently.

Karen Cepeda
Assessment and Implementation Consultant

Meet Karen Cepeda.

Karen works with Catalyst on select client projects, helping law firms assess how their operations are working and turn recommendations into practical systems. She maps workflows, configures practice-management and CRM tools, improves intake and document processes, builds practical SOPs, and trains the team so changes take hold.

A native speaker of English and Spanish and fluent in Portuguese, Karen can support teams across all three languages.

How we work together

Start with the work that matters most.

01

Talk it through.

Tell us what is slowing your firm down and what you want to improve.

02

Define the project.

Agree on the scope, deliverables, responsibilities, and timeline.

03

Build & test.

Put the process and tools in place, then test them with the people doing the work.

04

Prepare the team.

Train, document, and refine so your team is ready to take ownership.

Let’s find your next step

What is getting in your team’s way?

Bring us a workflow that needs attention, a system you want to implement, or a plan you need help putting into practice.