Prepared April 2026

Engagement Proposal

Law Offices of Robert M. Geller, P.A. × Iron Noodle Technologies

Prepared for Robert M. Geller, Managing Attorney
Law Offices of Robert M. Geller, P.A. — Tampa, FL

Executive Summary

The Law Offices of Robert M. Geller, P.A. is a 28-year-old Tampa Bay bankruptcy powerhouse running a Tampa flagship with virtual office presences in St. Pete and Lutz, 8 attorneys, and approximately 190 Chapter 7/13 filings per month on roughly $7M in annual gross revenue. Seven thousand plus families have filed through your doors. The next ceiling is not about working harder — it is about coordinating intake, document collection, and multi-office follow-up at the speed your volume actually demands. This proposal outlines a two-phase engagement: a one-week onsite assessment at the Tampa flagship (with remote coverage of the St. Pete and Lutz virtual offices), followed by a deliverables-based deployment targeting operational cost reduction of 80%+ and a measurable lift in filings per attorney within 6 months.

$60K
Total Engagement Cap
2
Phases
6–8
Weeks Total
80%+
Intake Cost Reduction

Phase 1: Onsite Consulting & Assessment

$10,000
Investment $10,000
Payment $5,000 upfront / $5,000 after findings & plan delivered
Timeline 1 week onsite at Tampa flagship (St. Pete / Lutz virtual offices covered remotely)
Objective Full operational audit of the Tampa operation plus firm-wide workflow analysis — with deployment roadmap

Days 1–2: Tampa Flagship Audit

  • Onsite at the Azeele Street office
    • Shadow intake staff through the full client lifecycle — call to filing
    • Map every touchpoint: inbound call → consult → docs → means test → petition
    • Document software stack, phone routing, document workflows, LawPay integration
  • Interview key staff: front desk, intake coordinators, paralegals, attorneys handling first appointments
  • Pull real numbers: call volume, conversion rate, document turnaround, Ch.7 vs Ch.13 mix

Days 3–4: Firm-Wide Analysis (Tampa HQ)

  • Virtual office coverage review — St. Pete (1st Ave S) and Lutz (SR-54)
    • How leads from those markets actually route — phones, meeting rooms, client-facing perception
    • Gaps in client experience when the office is virtual but the client expects a physical presence
    • Whether virtual office spend is actually producing pipeline or just burning rent
  • Technology audit: current CRM (or absence of one), phone systems, document portal, billing software, LawPay integration
  • Revenue leakage analysis: after-hours miss rate, unconverted consults, slow-filing fees — firm-wide
  • Verify practice mix — Ch.7 / Ch.13 / foreclosure / family law / other — with actual case counts

Day 5: Findings Presentation & Final Data Pulls

  • Executive presentation to Robert Geller and the leadership team — delivered onsite or virtually, whichever is more practical for your calendar
  • Continued data gathering as needed: any numbers, reports, or staff follow-ups that couldn't be captured in Days 1–4 are wrapped on this day
  • Complete operational assessment document delivered
  • Custom deployment roadmap: what to automate, in what order, projected ROI per module
  • Technology recommendation: exact stack, integrations, and deployment timeline
$5,000 second payment due upon delivery of findings & plan

Post-Assessment: Deployment Decision

  • Geller Law reviews findings and deployment plan
  • Mutual agreement on Phase 2 scope, timeline, and performance targets
  • No obligation to proceed — the findings document is yours to keep regardless

Phase 1 Deliverables

Deliverable Description
Operational Assessment Complete audit of intake, docs, phones, and client lifecycle at Tampa HQ plus firm-wide call and lead-routing analysis
Revenue Leakage Report Quantified analysis: missed calls, unconverted consults, and overhead by office
Technology Audit Current stack assessment with integration gaps and redundancies identified
Practice Mix Validation Actual Ch.7 / Ch.13 / foreclosure / family law counts — not estimates
Custom Deployment Roadmap Prioritized plan: what to automate, in what order, with projected ROI per module
Executive Presentation Day 5 findings presentation with recommendations and Phase 2 performance targets

Phase 2: Deliverables-Based Deployment

Scoped & Priced After Phase 1
Investment Per-deliverable pricing (not-to-exceed $50,000 total)
Scope Lock Deliverable menu & pricing finalized at end of Phase 1
Timeline Sequenced per Phase 1 roadmap — you choose the pace
Objective Deploy the specific modules that move your numbers — not a fixed stack
How it works: At the close of Phase 1 — when the second $5,000 installment is paid and findings are delivered — we hand you a priced menu of deliverables targeted at the specific revenue leaks and bottlenecks we found at Tampa HQ and in how the firm handles its St. Pete and Lutz markets. You pick what you want, in what order. Each deliverable has a fixed price. Total Phase 2 investment will not exceed $50,000 regardless of how many modules you select.
Trigger: Phase 2 begins only after you approve the scoped deliverables list and pricing. You are never committed to a module you haven't signed off on.
Sample deliverables (final menu built during Phase 1): 24/7 AI intake voice agent · document automation pipeline · multi-office coordination dashboard · client lifecycle automation · analytics & reporting · scale playbook & SOPs. Each module is modular, individually priced, and deployed on your schedule.
Module 1

24/7 Intake & Lead Capture

  • AI voice agent answering every call — after hours, weekends, and when staff are on other lines
  • Instant means-test pre-qualification
  • Office routing by county (Hillsborough, Pinellas, Pasco, Polk, Manatee)
  • Auto-routing: Ch.7 vs Ch.13 vs foreclosure vs referral out
  • Follow-up sequences (SMS, email, voice) for unconverted consults
Module 2

Document Automation Engine

  • Smart document checklist per case type (Ch.7, Ch.13, foreclosure defense)
  • Automated reminders (SMS, email, voice) until complete
  • OCR + data extraction on pay stubs, tax returns, bank statements
  • Pre-population of petition fields
  • Missing document escalation workflow
Module 3

Firm-Wide Coordination

  • Unified intake queue — every lead routed by market (Tampa / St. Pete / Lutz) without relying on a physical office to answer
  • Attorney- and paralegal-level performance reporting
  • Workload balancing across all 8 attorneys
  • Virtual-office client experience: calls, meetings, and document handoffs that feel local even when staff is centralized in Tampa
  • Centralized document repository
Module 4

Client Lifecycle Management

  • 341 meeting prep automation (Tampa Division, Middle District of Florida)
  • Trustee correspondence tracking
  • Discharge monitoring + client notification
  • Post-discharge follow-up (reaffirmation, financial education, credit repair upsell)
  • Review request automation (AVVO, Google)
Module 5

Analytics + Optimization

  • Marketing channel ROI tracking
  • Per-office and per-attorney metrics
  • Case timeline analytics (filing speed, doc-collection time, 341 prep)
  • Revenue forecasting by office and chapter type
  • Competitive intelligence dashboard (Tampa Bay BK market)
Module 6

Scale Playbook

  • Documented SOPs for all automated workflows
  • Multi-office deployment playbook
  • Reference-client preparation (Geller Law as the Tampa Bay reference firm)
  • Ongoing optimization subscription transition

Success Metrics

Measurable outcomes across both phases. These are the numbers we hold ourselves accountable to.

Metric Current Baseline (Est.) Target (After Phase 2)
Document collection time 2–3 weeks 48–72 hours
After-hours lead capture ~0% 100%
Staff intake time per client 45 min 5 min
Filings per attorney / month ~24 30+
Offices on unified system 0 3
Missed / unconverted leads per month ~40–60 (validated in Phase 1) <5

Current baseline numbers are conservative estimates based on firms of similar size (190 filings/mo, 8 attorneys, Tampa HQ + virtual offices). Actual baselines are measured and locked during Phase 1.

Investment Summary

Phase 1: Onsite Consulting

$10,000
1-week onsite engagement
  • $5K upfront / $5K after findings delivered
  • Onsite operational audit at Tampa flagship (St. Pete / Lutz virtual offices covered remotely)
  • Revenue leakage analysis (quantified per office)
  • Technology stack assessment
  • Staff interviews and workflow mapping
  • Practice mix validation (Ch.7 / Ch.13 / foreclosure / family law)
  • Custom deployment roadmap with ROI projections
  • Executive presentation to leadership
  • Findings document is yours regardless of Phase 2

Phase 2: Deliverables Deploy

Per Module
Not-to-exceed $50,000
  • Deliverable menu + fixed pricing finalized at end of Phase 1
  • Triggered with second $5,000 installment
  • Hard ceiling: $50K total — regardless of module count
  • You pick which modules, in what order
  • Sample modules: AI voice intake, GetDocs.ai, Cogent CRM
  • Document automation + means-test pre-qual
  • Multi-office coordination & analytics
  • Client lifecycle + scale playbook
  • Nothing billed until the module is approved
Total Maximum Engagement
$60,000 cap

Phase 1: $10,000 fixed ($5K deposit / $5K at findings). Phase 2: deliverables-based, not-to-exceed $50,000 — scope and price set at end of Phase 1.
Plus ongoing NB OS subscription at $997/mo starting after deployment.

Terms & Conditions

Ready to Start?

Phase 1 onsite consulting can begin as early as the week of May 5, 2026.

Lock in the week with a $5,000 deposit. Second $5K due after findings are delivered.

Reserve Your Week — Pay $5,000 Deposit →

Invoice #000032 — secure payment via Stripe / ACH

Questions? Contact Roberto Stanley

rs@ironnoodle.com  |  (888) 446-4490