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Consulting Services

SOURCE Consulting Group is the premier full-service consulting firm which addresses every aspect of professional services firm management. We oversee everything from strategic planning to operations; from business process improvement to product-neutral technology recommendations and implementations; all to get the greatest return on investment from your recommended solution.

To view more specifically the consulting services we offer, please visit the following links below:

For inquiries on customized services, please email or fill out our Service Request Form.

Client Level Consulting

Our consultants are experts in law firm financial systems. These experienced consultants provide various levels of support for focused discovery, business requirement documentation, gap analysis, issue-oriented consulting and project management. Our role as a consultancy is to work on your behalf—we are your advocate. We will conduct and assume responsibility for:

  • Discovery meetings to determine your business needs
  • Documentation of business needs
  • Project plan development for discovery phase and implementation phase where warranted
  • Design of business intelligence and information delivery systems

Issue-Oriented Consulting

Our experts in financial systems provide issue-oriented consulting. Your purchase of a new financial system was done to meet your complex business needs. This complexity means that the system is very flexible, resulting in the availability of many options when implementing the system. Our consultants can tell you what the options are, along with their implications downstream, and help you decide the best configuration to meet your needs:

  • Implementation of the new system utilizing best practices
  • Detailed data reconciliation analysis and response planning
  • Systems acceptance and function test design and oversight
  • Design of business intelligence and information delivery systems
  • User training strategy, planning and documentation

Service Request Form

Our services are specifically tailored to meet the needs of our clients. For more detailed information on how we can help you, please feel free to contact us at or fill out our service request form.