Steve
Project Manager · Senior
$1,199/mo + $1,500 hire
Hire Steve
Owns deliverable timelines across your matters or engagements. Steve tracks deadlines, coordinates between team members, sends status updates, and predicts which projects are about to slip before they do.
Steve fills the management layer that most small firms try to run informally, through email threads and calendar invites that eventually break down. He tracks every active matter, knows which ones are healthy and which ones are at risk, and brings the partner's attention to problems before they become client issues.
The work he takes off your plate: the weekly check-in on a dozen matters that involves six emails and three half-conversations in the hallway. The status update to a client that requires assembling current state from four different people. The realization, on a Thursday afternoon, that a filing deadline next Tuesday was never calendared and nobody flagged it.
Steve does not make legal decisions. He makes sure the people who do have the information they need, when they need it, without having to ask for it.
Three real examples. Matter templates, escalation rules, and status report formats are all calibrated during onboarding.
Deadline risk: CRE-2026-0847 (Bracken Properties brief, due Friday Nov 14).
No draft in the shared folder as of 3:30pm Wednesday. That leaves less than two working days. Alerting Daniel and the assigned associate simultaneously.
If the draft is in progress and just not uploaded yet, a quick reply here is fine. If this needs a conversation, I can block 30 minutes on both calendars now.
| Matter | Status | Next step | Due |
|---|---|---|---|
| CRE-2026-0847 North Loop Lease Review | In progress | Draft brief to client for review | Nov 14 |
| CRE-2026-0791 Washington Ave Title Review | On track | Awaiting Hennepin County title search | Nov 19 |
| CORP-2026-0412 Bracken North Loop LLC Formation | Complete | Filed with MN SOS. Awaiting confirmation. | Done |
The North Loop lease brief is the only matter requiring action before end of week. Washington Ave title search is on schedule. The LLC formation filing is complete pending state confirmation (typically 3 to 5 business days).
Steve connects to your matter management, project tools, and communication platforms. He operates inside the tools your team uses, not a separate system.
Steve connects to your matter management and project tools. You walk through your matter types, standard task templates for each, deadline conventions, and escalation preferences.
Steve monitors active matters and prepares status updates and risk flags for partner review before sending anything. You correct his judgment on what constitutes a risk worth flagging.
Steve sends alerts and status updates directly. You review his weekly health report and calibrate the risk thresholds. Escalation patterns lock in.
Steve manages the portfolio independently. The Friday health report keeps you informed. The 30-day check-in is on the calendar.
Yes. During onboarding, you define a task template for each matter type (commercial real estate, employment, business formation, litigation, etc.). Steve applies the right template when a new matter opens based on how it is categorized in your matter management system. If a matter spans multiple types, you configure a blended template at setup.
Yes. Steve integrates with Clio, MyCase, Filevine, and PracticePanther for matter data, and with Asana, Notion, Linear, and Monday.com for task management. If your firm uses a combination (Clio for billing, Asana for project tracking), Steve can work across both. Non-standard tools are handled during the custom integration day in onboarding.
Steve operates within your existing access control structure. He sees what you give him access to see, nothing more. For ethically-walled matters, you configure the access permissions before onboarding those matters. Steve flags any matter he cannot fully access rather than guessing at status.
Steve monitors two signals: deadline proximity and activity recency. If a deadline is within seven days and there has been no document activity or task completion in the past 48 hours, he flags it as at risk. You can tune the thresholds during onboarding (some firms prefer 10-day windows, others 5-day). It is pattern detection, not prophecy, but it catches most slippage before it becomes a client problem.
Yes. Client-facing status reports are a templated output that you review before they go out, at least during the first 30 days. You provide two or three examples of reports your partners have sent to clients. Steve learns the format, the level of detail, and the language conventions. After the first month, most firms have Steve queue them for a 60-second review rather than a full draft from scratch.
Two weeks of guided setup. Managing the full project portfolio unsupervised by day 14. Performance guaranteed for the first 90 days. If he does not meet standard, we replace him or refund the hiring fee.