Law Firm Operations Engineer
I help small law firms eliminate administrative bottlenecks, automate case workflows, and deploy AI tools that fit legal practice — built from direct experience inside a firm.
"I spent years inside a small litigation firm watching lawyers waste hours on administrative work that software should handle. RMAi exists to fix that."
Jordan Kelso, J.D. — Founder, RMAi Consulting LLCThe Problem
Small firms run lean — which means attorneys end up doing work that should be automated. These are the three places we see it most.
30–60 minutes of staff time per new client that automation reduces to under 10.
Duplicate contacts, split records, and disconnected invoices mean revenue leaks quietly and consistently.
Court dates and response windows tracked across personal calendars instead of a centralized system.
Who This Is For
Not every firm needs this. If any of the below sounds familiar, we should talk.
2–10 attorneys running lean without a dedicated operations manager
Firms already on Clio Manage who know they're not using it to its full potential
Litigation practices where new client intake consumes significant staff time weekly
Practices where attorneys end up managing systems because nobody else is
Before & After
Lawyers understand process. Here's intake — before and after a typical engagement.
The ROI
Here's what we typically recover at a 5-attorney civil litigation firm — framed the way your P&L already thinks.
Services
Start with a free audit — know exactly what we'd improve before spending a dollar.
Clio cleanup, intake automation, task templates, deadline tracking, and document templates — flat rate, fully delivered.
Case Studies
Drawn from direct operational work inside civil litigation practices. Details anonymized per professional responsibility obligations.
Automated forms, Clio matter templates, and conditional routing logic cut intake time from 45 minutes to under 10.
Consolidated duplicate billing contacts across insurance carrier relationships, eliminated split invoices, recovered $12k/yr in leakage.
Tools & Process
Every tool is battle-tested and widely supported. Every engagement follows the same four-step process.
30 minutes on your current workflows and pain points. No obligation — just clarity on where time is being lost.
A written plan: exactly what we'd automate, how long it takes, and what you'd get back each week.
We build and configure your automations. You don't touch the technical details — that's what you're hiring for.
Walkthrough of everything built, documentation for your team, and ongoing support as the firm evolves.
Security & Ethics
Every workflow is designed with professional responsibility rules in mind — by someone who studied and worked under them.
Client information never touches AI training pipelines. Data stays in your firm's environment.
For sensitive matters, AI runs entirely on-premises — no data leaves your network.
AI handles admin tasks — intake routing, drafting, deadline calculation. Never legal analysis.
All workflows are designed with Ohio Rules of Professional Conduct on confidentiality in mind.
Automated actions are logged within Clio — a complete record for supervision and review.
About
I spent years inside a small civil litigation practice watching lawyers waste hours on administrative work that software should handle — intake forms being re-entered, billing contacts duplicated, deadlines living in someone's head.
RMAi Consulting LLC exists to fix that, using automation and AI deployed responsibly by someone who understands both the technical side and the professional obligations that come with legal practice.
"Most legal-tech consultants have never sat inside a firm and watched how work actually moves. I have. That changes everything about how automations get designed."
Jordan Kelso, J.D. — Founder, RMAi Consulting LLCGet Started
30 minutes. No pitch. An honest look at where your firm is losing time — and what it would take to fix it.
Download 5 Automation Fixes Every Small Law Firm Should Implement — free PDF, delivered instantly.