Fractional C-Suite Leadership & Revenue Operations
Cash Flow | Operations | Compliance | Growth
Who We Are
Who We Serve
✔ Solo & small‑to‐mid size law firms
✔ Medical & dental practices
✔ Financial services
✔ Professional service organizations
✔ Small and Medium Size Companies in:
- Growth‑stage or
- Distressed businesses
- Start-ups & Up Starts
IF YOU HAVE REVENUE BUT LACK CONTROL, LEGALIS FILLS THE GAP
What is the Issue
Your revenue looks good—your cash flow tells a different story.
How can we help?
We take control of the systems that turn revenue into cash.
Why choose us?
Because you don’t need another vendor—you need executive leadership.
How does it work?
We diagnose the problem, implement the fix, and manage the results.
Ready to get started?
Stop chasing revenue. Start controlling it.
How can we assist you?
Schedule a confidential strategy call.
Why Legalis is Different
Most providers focus on task. WE FOCUS ON OUTCOMES!
- Financial decisions aligned with operations
- Operations built with compliance embedded
- Compliance designed to protect revenue
- Executive accountability without executive overhead.
This integrated approach is why results come Faster and Last Longer.
Our Services
Billing & Collections Solutions
Legalis Financial Services offers full and partial billing solutions, designed to meet firms where they are and scale as their needs evolve.
Full Billing Solutions (A-to-Z):
Our full billing solution provides complete end‑to‑end management of your billing and collections process. We handle everything from initial billing setup through payment posting and follow‑up, allowing your team to stay focused on clients and revenue generation.
Partial Billing Solutions:
Our partial billing solution is ideal for firms that want to retain control over time entry and invoice creation, while outsourcing the most time‑consuming and sensitive tasks.
Past-Due & Charge-Off Collections
In addition to ongoing billing support, Legalis provides collections services for already past‑due accounts, including balances approaching charge‑off status and beyond.
We apply professional, compliant, and relationship‑preserving collection strategies to recover revenue that would otherwise be written off.
Fractional CFO
Chief Financial Officer Services
Control the money. Protect margins. Improve cash
flow.
What We Do:
- Cash flow forecasting and liquidity management
- Billing system design and optimization
- Accounts receivable and collections strategy
- Pricing, margin, and profitability analysis
- Financial reporting and executive decision support
Fractional CEO/COO
Chief Operations Officer Services
Turn strategy into execution and systems that scale.
What We Do:
- Day‑to‐day operational oversight
- SOP creation and enforcement
- Workflow design and efficiency improvements
- Technology integration and automation
- Staffing models, accountability, and
performance metrics
Fractional CCO
Chief Compliance Officer Services
Protect the firm while enabling growth.
What We Do:
- Regulatory and compliance oversight
- Policy and procedure development
- Compliance training and enforcement
- Risk identification and mitigation
- Audit readiness and documentation
Fractional CPO
Chief People Officer Services
What We Do:
- Payroll system selection, implementation, and migration
- Payroll processing oversight and controls
- Payroll tax setup, filings, and reconciliation
- Multi‑state payroll compliance and registration support
- Employee classification (W‑2 vs 1099) alignment
- Integration of payroll with accounting, billing, and HR systems
- Payroll SOP creation and enforcement
- Vendor coordination with payroll providers and tax agencies
COMING SOON!
- Start Ups
- Attorney
- Healthcare
Speaker Topics
- Get paid Without Pressure: Relationship-First Collections that Protects Cash Flow
- SOP's that Scale: How High-Performing Teams Stay Aligned
- Growth Optimizer: Turning Revenue into Real Cash Flow
- Fixing the "Paper Wealth" vs. Cash Flow Gap: Turning Reported Profits into Bankable Cash
- 2026 Regulatory Readiness: Protect Revenue, Reputation, and Sleep
- From Chaos to a Disciplined Practice: The Operating System behind Elite Care
- Beating Systemic Underpayments: Strategic Escalation for Fair Reimbursement