What would improve
You decide what your operations should deliver.
Every firm's priorities are different. These are the improvements Riley is built to deliver; you choose which matter most.
More of your opportunities become clients
Every inquiry gets a timely response and a clear next step, whenever it arrives.
Your team's time goes to higher-value work
Follow-up, reminders and repeat data entry are handled by reliable processes, so people can focus on clients and cases.
Work gets done the same way every time
Handoffs, responsibilities and procedures are defined, so quality doesn't depend on who happens to be in the office.
You can see how the business is performing
Clear measures and regular reviews show what's working, where work is waiting and what needs a decision.
Your operations support where you're taking the firm
Whether the goal is profitability, capacity, a stronger team or more of your own time, the operation is built around it.
Most owners care about more than one of these. You set the order; we build toward it.
How Riley makes it happen
The improvements we implement and manage.
Each one is built around how your firm actually works, then managed so it keeps performing. The assessment decides which your firm needs, and in what order.
Client intake and follow-up
Administrative workflows
Routine work, automated
Accountability and follow-through
Visibility and management
Working as one operation
Client intake and follow-up
Every prospective client can begin intake the moment they reach out, and no inquiry is left without an owner or a next step.
How: 24/7 AI-powered intake for nights, weekends and overflow, in English and Spanish where configured. Callers are qualified on criteria your firm approves, consultations are scheduled and the right people are notified. Missed calls and web inquiries get a response, and prospects who haven't booked or signed are followed up.
Administrative workflows
Work moves from intake to case opening and through the office without unnecessary steps or waiting.
How: We map how work passes between people and systems, remove duplicate entry and approval delays, assign clear responsibility for each step, and document the procedures so they're repeatable and easy to train.
Routine work, automated
Your team spends less time checking, reminding and copying information.
How: Consultation reminders, document requests, task creation, notifications and routine updates run automatically inside a defined process, with human review and escalation where judgment is needed.
Accountability and follow-through
Important work always has a responsible owner and a next action, and stalled work surfaces before it becomes a problem.
How: Outstanding actions are tracked, exceptions are routed to the person responsible, and anything unresolved is escalated.
Visibility and management
You know how the business is performing without having to ask.
How: Operating measures suited to your firm, such as inquiry response, consultation conversion, follow-up completion and workflow delays, reviewed regularly so findings become decisions.
Five improvements, designed to hand work to each other and managed as one operation.
How it works together
One operation, not a collection of tools.
The improvements are designed to hand work to each other. Here's how a single inquiry could move through a firm Riley manages.
Illustrative example. Every firm's process is designed around its own practice.Friday, 7:40 pm
A prospective client calls after hours. Intake answers, gathers their details, checks them against the firm's criteria, books a Monday consultation and notifies the intake lead.
Client intakeSaturday
The prospect receives a confirmation with what to bring.
Routine work, automatedMonday
The consultation happens. The client wants to think it over, so a follow-up sequence begins and the open agreement is tracked.
Follow-upWednesday
The client signs. Case opening starts automatically: tasks are created and assigned, and nobody re-enters information.
Administrative workflowsThe following week
A document request goes unanswered. It's flagged to the person responsible and escalated if it stays open.
AccountabilityEvery Friday
The owner sees the week in one view: inquiries, consultations, signed clients and anything waiting.
VisibilityEvery month
Riley reviews how the operation performed and adjusts what needs improving.
Management
This is the difference between installing tools and running a coordinated business operation.
Why you can rely on it
A clear process, clear responsibility and honest scope.
Assess
About ten business days after kickoff
We learn how your firm operates through interviews and redacted operating data, then deliver a written assessment, prioritized recommendations and an implementation roadmap, reviewed with you personally by Philip.
Implement
Scoped and priced from the assessment
We agree on measurable goals and a practical plan, then build the agreed improvements with your team.
Manage
Ongoing
We monitor how the operation performs, handle exceptions, review results with you and keep refining as your priorities change.
Riley Legal
Delivering the agreed improvements, managing them once they're live, and reporting how they perform.
You, the owner
Setting priorities, and approving the plan and the criteria your operation follows.
Your attorneys
Every legal decision, client relationship and matter of professional judgment.
Who leads your engagement
Philip Aguilar leads every engagement personally.
From the assessment through ongoing management, Philip works with you as a business leader on the priorities you set.
We only recommend the improvements your firm needs, and we don't quote implementation before the assessment shows what it will take.
The assessment
Know what's worth doing before you commit to doing it.
The Business Operations Assessment shows which operational improvements are worth making for your firm, in what order, and what they'll take. You make the next decision with facts instead of guesses.
A written assessment
How your firm operates today, including its strengths and the gaps that matter most.
Prioritized recommendations
Ranked by business importance and practicality.
An implementation roadmap
The sequence, priorities and dependencies.
A findings review with Philip
To walk through it together and answer your questions.
Implementation and managed operations are scoped and priced separately, based on what the assessment finds.
Trust
Built for how law firms have to operate.
Legal judgment stays with your attorneys
We improve the business operations of your practice. We never make legal decisions, give legal advice or standardize professional judgment.
Intake follows your rules
AI intake qualifies callers on criteria your firm approves, never gives legal advice, and routes sensitive or urgent matters to your people.
Client information stays protected
The assessment works from interviews, demonstrations and redacted operating data. We don't ask for client files or privileged communications.
Your information is confidential
What we learn about your firm is used only to serve your firm, and returned or deleted on request.
Riley Legal is not a law firm and does not provide legal services or legal advice.
Questions
Straight answers.
No. Riley Legal implements and manages business operations for law firms. AI intake is one improvement we deliver, alongside workflows, automation, accountability and management, all working as one operation.
A consultant recommends. Under an implementation and managed-operations engagement, we build the agreed improvements and take responsibility for managing them.
No. We work with the systems you already have wherever they serve the process, and we strengthen your team rather than replace it.
The Business Operations Assessment is $5,000. Implementation and managed operations are scoped and priced from what the assessment finds, so you know the investment before you commit to it.
No. The findings and roadmap belong to your firm either way.
Private-practice law firms whose owners want their operations working toward specific business goals. The first conversation tells us both whether there's a fit.
Philip leads every engagement personally, from the assessment through ongoing management.
The roadmap sets the sequence, and we order the work so the improvements that matter most to you come first.
We talk about your objectives, explain how Riley works and decide together whether there's a reasonable basis to explore an engagement.
Next step
Let's talk about what you want to improve in your firm.
A 20-minute conversation with Philip. You'll:
- Talk through your goals and priorities for the firm
- Hear how Riley would approach them
- Decide together whether it makes sense to explore an engagement
No preparation needed. If Riley isn't the right fit, Philip will tell you.