Leads were manually assigned. Deals were opened inconsistently. Case creation required multiple manual steps across systems.
Designed a HubSpot-based assignment architecture with 3:1 rotation logic, automated deal creation, quote-triggered workflows, and case auto-generation with synced PDF agreements.
No reliable attribution tracking across Stripe checkouts, embedded forms, and multi-domain campaigns.
Built a custom UTM persistence script, hidden field injection logic, and backend parsing layer to ensure source data flows into HubSpot and reporting dashboards.
Quotes were sent from CRM but payment confirmation and case activation were disconnected processes.
Integrated HubSpot quotes with Zapier and MyCase to automatically update deal stages, generate case files within Google Drive, and sync signed agreements into the case management system while notifying the necessary team members.
Project tracking relied on spreadsheets and informal communication. No structured workflow across teams.
Designed a full ClickUp workspace architecture including task hierarchies, project templates, status flows, and role-based dashboards.
Lawyers, paralegals and clerks had to manually check Clio Manage, Outlook, calendar, SharePoint, and individual matter records to understand what required attention each day.
Identifying daily priorities alone could take approximately 40 minutes, while gathering information and completing updates for a matter could take between 40 minutes and two hours.
Built dedicated operational skills that could search across matters, emails, calendars, documents, and SharePoint; categorise outstanding work; identify urgent actions; and present the solicitor with a clear daily triage summary.
The members could also research matters, locate documents, send emails, create calendar events, and add notes to Clio without moving between multiple applications.
Describe what you need. I review your request within 24 hours and reach out to schedule a short scoping call. On the call, we confirm the details together. After that, you receive a fixed scope, price, and timeline.
I'm Emel, and I help businesses untangle their operational mess.
I've built CRM workflows from scratch, automated repetitive tasks that were eating up hours of my team's time, and redesigned processes that were held together with spreadsheets and hope. I've worked with law firms, translation agencies, and businesses trying to scale without breaking everything they've built.
Now, through Velo Ops, I focus on what I do best: helping companies set up systems that actually work. I'm automation-first, which means if something can be automated, it should be.
If your operations feel chaotic, your data is a mess, or you're not sure how your business actually runs anymore, I've been there, and I can help you fix it.
Velo Ops builds operations and automation systems for growing service firms, at three levels: free checks that show where your firm depends on you, fixed-price audits, playbooks, and system builds you can buy today, and hands-on custom work like a fractional COO engagement when you want the whole operation handled. Whatever size step you want, from a quick first look to a full operations partner, there is an entry point for it.
You scale by moving repetitive work into systems and automations instead of onto people, so your team spends its hours on client work rather than data entry and chasing updates. The goal is a firm that grows in clients without growing in busywork.
You track every lead back to its source, so you can see which channels turn into signed, paying clients and which just bring noise. Once that attribution is in one place, you can put your budget where the real revenue comes from instead of guessing.
You don't need a full-time hire to get your operations in order. A fractional operations partner can design the systems, automate the busywork, document how everything runs, and train your team, so you get senior operational work without a full-time salary.
It depends on scope, so it ranges from a small fixed build you can start today to a full operations partnership over several weeks. You can begin with a free check to see where your firm depends on you, then choose the size of the work that fits, with the price clear before anything starts.
Feel free to contact our team, we’re here to help.
