The Situation
A plaintiff PI firm was turning away qualified cases because case managers were overloaded and the founder was the bottleneck for every staffing and intake decision.
Our Mandate
Unlock case capacity and remove the owner from daily operations within two quarters.
Actions Taken
- Mapped the case lifecycle and rebalanced caseloads to defined capacity ratios
- Documented intake and case-management SOPs and assigned clear role ownership
- Implemented scorecards and a weekly operations review
- Automated status updates and reduced manual file handling
Case capacity rose roughly 30% with the same headcount, and the founder moved from daily firefighting to leading growth.