Velocity Work Modules
Modules are your gateway to unlocking the full potential of your law firm. Explore our comprehensive trainings, designed to empower law firm owners with the tools and strategies needed for success. Elevate your firm’s performance with our expertly crafted modules covering everything from leadership development to sustainable pricing blueprints.
Working Day w/ Giselle
Ready to take your life to the next level? Book a 6 hour call with Giselle to unlock your potential and achieve your goals.
Working Day w/ Melissa
Ready to take your life to the next level? Book a 6 hour call with Melissa to unlock your potential and achieve your goals.
Core Modules
People + Performance Module
Unlock the full potential of your team with our cutting-edge People + Performance Module. Designed to empower both individuals and teams, this module offers a dynamic approach to enhancing productivity, collaboration, and overall performance.
Documents are the heartbeat of a law firm, powering the work that’s performed for clients and securing a firm against evidence requirements and audits. Having reliable, streamlined processes internally for documentation is a win / win / win – employees, clients and the firm all get immense benefits if nobody has to waste time or effort on producing or working with key work product. To some, organization around documentation is an afterthought… to us it’s an art to be mastered.
Personalized call to address specific challenges and opportunities.
👍 Benefits
Save (tons of) time: Easily locate documentation when it’s needed, every single time.
Compliance preparedness: Be audit-ready at all times with reliably accessible documentation, avoiding last-minute scrambling.
Increase productivity: A team with clear expectations and process around documentation is a happy team that avoids misunderstandings.
Compliance preparedness: Be audit-ready at all times with reliably accessible documentation, avoiding last-minute scrambling.
Increase productivity: A team with clear expectations and process around documentation is a happy team that avoids misunderstandings.
💪 Deliverables
Templated documentation processes: Customize templates to fit your office’s specific needs to ensure consistency across your team.
Clear expectations: Outline your documentation expectations to foster a positive work environment and avoid confusion.
Establish confidence: Engender confidence across your team in the face of audits, evidence requests or other documentation-related demands.
Clear expectations: Outline your documentation expectations to foster a positive work environment and avoid confusion.
Establish confidence: Engender confidence across your team in the face of audits, evidence requests or other documentation-related demands.
⚙️ Included Templates
Internal Audit Strategy Module
A dynamic and interactive session designed to empower internal audit teams with the knowledge, skills, and strategies needed to enhance organizational integrity, mitigate risks, and add value to the business.
Internal audits and compliance processes – when done right – surface risks and mitigate the mistakes that untrained teams make when systems get out of date. Stay ahead of this with a reliable strategy that includes audit templates, an audit calendar and insights into how your team can be confidently consistent over time.
*Personalized call to address specific challenges and opportunities.
👍 Benefits
Risk mitigation: Identify and mitigate risks long before they materialize or escalate, and avoid the costs of avoidable mistakes.
Standardize process: Establish a reliable process and ensure that process is being adhered to consistently.
Continuous systems: These strategies only work if they’re maintained and current into the future, supported by a culture of continuous improvement and attention to detail.
Standardize process: Establish a reliable process and ensure that process is being adhered to consistently.
Continuous systems: These strategies only work if they’re maintained and current into the future, supported by a culture of continuous improvement and attention to detail.
💪 Deliverables
Audit Templates: Tailor templates to your business to drive efficient internal processes.
Audit Calendar: Build a firm audit calendar that will power regular and timely assessments of compliance and performance.
Audit Calendar: Build a firm audit calendar that will power regular and timely assessments of compliance and performance.
Leadership Standards + Development Planning
Welcome to our Leadership Standards + Development Planning, where we ignite the potential of your leadership team to drive organizational success. Designed for executives, managers, and emerging leaders, this workshop offers a transformative experience aimed at strengthening team dynamics, enhancing leadership skills, and fostering a culture of collaboration and innovation.
You can’t be a great owner if you don’t have a great leadership team who allows you to step out of certain areas of the business to focus on the firm’s vision and goals. Drive operational excellence through a strong, unified leadership team that can unlock faster growth and sustainable momentum.
*Personalized call to address specific challenges and opportunities.
👍 Benefits
Leadership focused: Dig into the mindsets, skills and behaviors of your leadership team to align that with where the firm is headed.
Operational strategy: Get efficiencies by transferring specific responsibilities away from owners to leadership, to free up owners for focus on growth and high level strategy.
Sustainable strategy: Unlock growth potential by training and empowering your leaders to shoulder more responsibility in ways that are aligned with their own vision for the future.
Operational strategy: Get efficiencies by transferring specific responsibilities away from owners to leadership, to free up owners for focus on growth and high level strategy.
Sustainable strategy: Unlock growth potential by training and empowering your leaders to shoulder more responsibility in ways that are aligned with their own vision for the future.
💪 Deliverables
Leadership Handbook: Customize a source-of-truth manual for leadership roles and expectations.
Personalized Growth Plans: Develop personalized plans for each team member to enhance their skills and motivations, ensuring they meet the requirements of their leadership roles.
Personalized Growth Plans: Develop personalized plans for each team member to enhance their skills and motivations, ensuring they meet the requirements of their leadership roles.
New Talent Onboarding + Integration Module
Welcome to our Sustainable Pricing Blueprint Workshop, where we delve into the art and science of pricing strategies designed to foster long-term success for your business. In an ever-evolving marketplace, setting the right price is crucial not only for profitability but also for building customer trust and loyalty.
Learn the art of retaining and developing talent inside your firm. Getting the most out of new hires is a real challenge for most leaders, and it’s often because there isn’t a strong onboarding blueprint that the team relies on.
This comprehensive module will train leadership on everything involved in building great teams, from evaluating candidates to getting them up to speed once hired, all the way through to celebrating their wins and retaining them for the long term.
This comprehensive module will train leadership on everything involved in building great teams, from evaluating candidates to getting them up to speed once hired, all the way through to celebrating their wins and retaining them for the long term.
*Personalized call to address specific challenges and opportunities.
👍 Benefits
Interviewing strategies: Develop strong skills around assessing candidates so that you’re hiring the right people.
Onboarding best practices: Leveraging templates and insights into world class onboarding models to get the most out of new hires.
Reduce churn: Losing good people can kill a firm, so protect yourself with strong frameworks for integrating team members and setting expectations.
Onboarding best practices: Leveraging templates and insights into world class onboarding models to get the most out of new hires.
Reduce churn: Losing good people can kill a firm, so protect yourself with strong frameworks for integrating team members and setting expectations.
⚙️ Included Templates
Effective Operational Leadership
A transformative approach to leadership that focuses on driving performance excellence, fostering innovation, and achieving organizational success through strategic management of operations. This leadership model emphasizes the critical role of leaders in aligning people, processes, and resources to optimize efficiency, enhance quality, and adapt to dynamic market conditions.
Working on your firm’s strategic trajectory as an owner inevitably leads to “in the business” goals and priorities that fall to your team to execute on. It’s one thing to deliver goals or a wider vision to a team – it’s entirely another thing to be the kind of leader that can actually help those team members execute effectively.
Workflows, operations, and processes are too often ignored after higher level priorities get established, but they’re critical to making real progress moving forward. This module focuses on strategies to become more effective as a leader inside your business, and on empowering your team to actually achieve the goals you set for your firm.
Workflows, operations, and processes are too often ignored after higher level priorities get established, but they’re critical to making real progress moving forward. This module focuses on strategies to become more effective as a leader inside your business, and on empowering your team to actually achieve the goals you set for your firm.
*Personalized call to address specific challenges and opportunities.
👍 Benefits
Operational efficiency: Streamline internal processes and align the way your team operates with the goals you have for your business.
Increase team motivation: Learn and implement strategies that motivate and develop your team into a collaborative, high-performance unit.
Create more bandwidth: Investing in your team’s ability to execute effectively unlocks time and bandwidth for everyone – especially owners.
Increase team motivation: Learn and implement strategies that motivate and develop your team into a collaborative, high-performance unit.
Create more bandwidth: Investing in your team’s ability to execute effectively unlocks time and bandwidth for everyone – especially owners.
💪 Deliverables
This module includes two books, which we’ll read together and extract insights from as we map learnings on to your team and firm:
- Atomic Habits by James Clear: Learn how to build and sustain positive habits that drive success and personal growth.
- Buy Back Your Time by Dan Martell: Discover practical strategies for reclaiming your time and optimizing your productivity.
A canon of leadership models for managing your employees, including insights on questions like:
- How do I give constructive criticism?
- How do I help employees with personal growth?
- How do I help my employees with their own career growth?
- How do I organize my time as a manager?
- Atomic Habits by James Clear: Learn how to build and sustain positive habits that drive success and personal growth.
- Buy Back Your Time by Dan Martell: Discover practical strategies for reclaiming your time and optimizing your productivity.
A canon of leadership models for managing your employees, including insights on questions like:
- How do I give constructive criticism?
- How do I help employees with personal growth?
- How do I help my employees with their own career growth?
- How do I organize my time as a manager?
Premium Modules
Financial Mastery Accelerator
Equips participants with the knowledge, skills, and resources needed to take control of their finances, build wealth, and create a life of financial abundance and fulfillment. Whether you’re an aspiring investor, entrepreneur, or career professional, this accelerator provides the roadmap and support system to accelerate your journey toward financial freedom and success.
Get organized financially, once and for all. The backbone of any growth-minded law firm is a strong grip on how money flows through the organization and the position of strength this level of insight gives you when making important decisions. Together we’ll establish a well-informed budget, rational projections for the future and an understanding of how to make the right investments – in particular around hiring – based on facts, not feelings.
Personalized call to address specific challenges and opportunities.
👍 Benefits
Improve your financial acumen: Learn how to interpret financial data, identify key performance indicators, and make informed decisions for your firm.
Strategic budgeting: Develop effective budgeting strategies tailored to the unique needs of your law firm, ensuring resource allocation aligns with organizational goals.
Stronger decision-making frameworks: Operate with perspective into the financial implications of business decisions and learn how to assess risks and opportunities to drive growth and profitability.
Strategic budgeting: Develop effective budgeting strategies tailored to the unique needs of your law firm, ensuring resource allocation aligns with organizational goals.
Stronger decision-making frameworks: Operate with perspective into the financial implications of business decisions and learn how to assess risks and opportunities to drive growth and profitability.
💪 Deliverables
A customized budget: Dig into the firm’s numbers using our template models and support to personalize them to your business. You’ll save more money than you’d think.
Bookkeeping acumen: Even if you outsource financial services (taxes, bookkeeping), you’ll finally know what reports you need and how to use them to make decisions.
Progress check ins: This module includes three (3) follow-up coaching calls to be used within 60 days of the training, to ensure you’re on the right track.
Bookkeeping acumen: Even if you outsource financial services (taxes, bookkeeping), you’ll finally know what reports you need and how to use them to make decisions.
Progress check ins: This module includes three (3) follow-up coaching calls to be used within 60 days of the training, to ensure you’re on the right track.
Sustainable Pricing Blueprint Module
Welcome to our Sustainable Pricing Blueprint Workshop, where we delve into the art and science of pricing strategies designed to foster long-term success for your business. In an ever-evolving marketplace, setting the right price is crucial not only for profitability but also for building customer trust and loyalty.
Pricing is hard (really, really hard) for nearly every business owner in every industry, but it’s particularly challenging for growing law firms. Master the art of sustainable pricing, designed to fuel growth and make your firm more profitable and competitive. We’ll get into the nitty gritty details of your firm’s revenue and business model, ask the hard questions, and help you confidently make any necessary changes needed to take your business to the next level.
*Personalized call to address specific challenges and opportunities.
👍 Benefits
Pricing model exploration: We’ll evaluate your current pricing and discuss adjustments or changes that may make you more competitive.
Value-based mentality: It’s often difficult to see that your pricing should reflect the value you deliver, not what others are charging or the specific hours you put into delivering that value.
Cost and profitability: Deeply analyze your costs and how they affect your profitability across clients, practice areas and the firm at large.
Value-based mentality: It’s often difficult to see that your pricing should reflect the value you deliver, not what others are charging or the specific hours you put into delivering that value.
Cost and profitability: Deeply analyze your costs and how they affect your profitability across clients, practice areas and the firm at large.
💪 Deliverables
- A full cost breakdown for the firm and its practice areas
- A pricing model designed to align with your long term goals
- Detailed template spreadsheets to evaluate and track these numbers
- A pricing model designed to align with your long term goals
- Detailed template spreadsheets to evaluate and track these numbers
Efficiency and Streamlining Tools + Techniques Module
Maximize your productivity and streamline your operations with our Efficiency and Streamlining module. This intensive workshop is meticulously crafted to equip individuals and teams with the skills and tools needed to enhance efficiency, eliminate bottlenecks, and achieve peak performance.
Core to our ethos, efficiency is the gateway to leveraging the full advantages of our frameworks, systems, and workshops. This module targets the fine details essential to creating a truly streamlined law firm —one with bandwidth to focus on the most impactful aspects of their work. To unlock this capacity, it is crucial to meticulously examine the daily demands on your time and attention, identifying and addressing areas that hinder optimal performance.
*Personalized call to address specific challenges and opportunities.
👍 Benefits
Focus on What Matters Most: Equip your firm to prioritize tasks that drive growth and client satisfaction.
Streamline Operations: Eliminate inefficiencies and optimize workflows to boost productivity and reduce wasted time.
Master Time Management: Focus on high-value activities and create systems that prevent overwhelm and burnout.
Improve Decision-Making: Gain clarity on critical tasks and processes for quicker, more confident decisions.
Boost Profitability: Reduce wasted resources and increase your firm’s bottom line.
Engage Your Team: Build a collaborative culture where team members contribute to process improvements.
Scale Sustainably: Lay the foundation for growth while maintaining service quality and team well-being.
Stay in Control: Move from “just managing” to feeling fully in control with systems that support excellence.
Streamline Operations: Eliminate inefficiencies and optimize workflows to boost productivity and reduce wasted time.
Master Time Management: Focus on high-value activities and create systems that prevent overwhelm and burnout.
Improve Decision-Making: Gain clarity on critical tasks and processes for quicker, more confident decisions.
Boost Profitability: Reduce wasted resources and increase your firm’s bottom line.
Engage Your Team: Build a collaborative culture where team members contribute to process improvements.
Scale Sustainably: Lay the foundation for growth while maintaining service quality and team well-being.
Stay in Control: Move from “just managing” to feeling fully in control with systems that support excellence.
💪 Deliverables
Gain a proven, repeatable framework for evaluating and refining your firm’s processes, empowering you to address inefficiencies and make improvements whenever necessary. We'll equip your firm with the tools to adapt and optimize systems over time, ensuring continuous growth and operational excellence.
Development Tracks
Leadership Team Development Track
Embark on a journey of professional growth with our Operations Role Development Track. Tailored to enhance expertise in critical operational functions, this track offers hands-on training, mentorship, and specialized workshops designed to cultivate the skills necessary for success in key operational roles
You can’t be a great owner if you don’t have a great leadership team who allows you to step out of certain areas of the business to focus on the firm’s vision and goals. Drive operational excellence through a strong, unified leadership team that can unlock faster growth and sustainable momentum.
*Personalized call to address specific challenges and opportunities.
👍 Benefits
Leadership focused: Dig into the mindsets, skills and behaviors of your leadership team to align that with where the firm is headed.
Operational strategy: Get efficiencies by transferring specific responsibilities away from owners to leadership, to free up owners for focus on growth and high level strategy.
Sustainable strategy: Unlock growth potential by training and empowering your leaders to shoulder more responsibility in ways that are aligned with their own vision for the future.
Operational strategy: Get efficiencies by transferring specific responsibilities away from owners to leadership, to free up owners for focus on growth and high level strategy.
Sustainable strategy: Unlock growth potential by training and empowering your leaders to shoulder more responsibility in ways that are aligned with their own vision for the future.
💪 Deliverables
Leadership Handbook: Customize a source-of-truth manual for leadership roles and expectations.
Personalized Growth Plans: Develop personalized plans for each team member to enhance their skills and motivations, ensuring they meet the requirements of their leadership roles.
Personalized Growth Plans: Develop personalized plans for each team member to enhance their skills and motivations, ensuring they meet the requirements of their leadership roles.
Operations Role Development Track
Embark on a journey of professional growth with our Operations Role Development Track. Tailored to enhance expertise in critical operational functions, this track offers hands-on training, mentorship, and specialized workshops designed to cultivate the skills necessary for success in key operational roles
You can’t be a great owner if you don’t have a great leadership team who allows you to step out of certain areas of the business to focus on the firm’s vision and goals. Drive operational excellence through a strong, unified leadership team that can unlock faster growth and sustainable momentum.
*Personalized call to address specific challenges and opportunities.
👍 Benefits
Leadership focused: Dig into the mindsets, skills and behaviors of your leadership team to align that with where the firm is headed.
Operational strategy: Get efficiencies by transferring specific responsibilities away from owners to leadership, to free up owners for focus on growth and high level strategy.
Sustainable strategy: Unlock growth potential by training and empowering your leaders to shoulder more responsibility in ways that are aligned with their own vision for the future.
Operational strategy: Get efficiencies by transferring specific responsibilities away from owners to leadership, to free up owners for focus on growth and high level strategy.
Sustainable strategy: Unlock growth potential by training and empowering your leaders to shoulder more responsibility in ways that are aligned with their own vision for the future.
💪 Deliverables
Leadership Handbook: Customize a source-of-truth manual for leadership roles and expectations.
Personalized Growth Plans: Develop personalized plans for each team member to enhance their skills and motivations, ensuring they meet the requirements of their leadership roles.
Personalized Growth Plans: Develop personalized plans for each team member to enhance their skills and motivations, ensuring they meet the requirements of their leadership roles.
HR Development Track
Empower your HR professionals to excel with our HR Development Track. Dive into the latest trends, best practices, and strategic insights essential for effective human resource management. Through interactive workshops, personalized coaching, and cutting-edge resources, elevate your HR team’s capabilities to drive organizational excellence and foster employee success.
You can’t be a great owner if you don’t have a great leadership team who allows you to step out of certain areas of the business to focus on the firm’s vision and goals. Drive operational excellence through a strong, unified leadership team that can unlock faster growth and sustainable momentum.
*Personalized call to address specific challenges and opportunities.
👍 Benefits
Leadership focused: Dig into the mindsets, skills and behaviors of your leadership team to align that with where the firm is headed.
Operational strategy: Get efficiencies by transferring specific responsibilities away from owners to leadership, to free up owners for focus on growth and high level strategy.
Sustainable strategy: Unlock growth potential by training and empowering your leaders to shoulder more responsibility in ways that are aligned with their own vision for the future.
Operational strategy: Get efficiencies by transferring specific responsibilities away from owners to leadership, to free up owners for focus on growth and high level strategy.
Sustainable strategy: Unlock growth potential by training and empowering your leaders to shoulder more responsibility in ways that are aligned with their own vision for the future.
💪 Deliverables
Leadership Handbook: Customize a source-of-truth manual for leadership roles and expectations.
Personalized Growth Plans: Develop personalized plans for each team member to enhance their skills and motivations, ensuring they meet the requirements of their leadership roles.
Personalized Growth Plans: Develop personalized plans for each team member to enhance their skills and motivations, ensuring they meet the requirements of their leadership roles.