Your Associate Has Potential, But They Aren’t Meeting Expectations. Let’s Fix That!
Private, results-driven coaching designed to help your associate stay, grow, and thrive at your firm.
As a managing partner, you’ve invested time, training, and resources into your associates and staff. But what happens when one of them isn’t hitting their billable hours, staying organized, or meeting expectations? You don’t want to let them go (they are so close to being great)—but you can’t let underperformance continue.
That’s where I come in. I provide private, results-driven coaching designed to transform struggling associates into high-performing, confident, and profitable team members!
No matter how much potential they have, you’re growing more frustrated every day that…
Their billable hours are low.
Their work is often late or incomplete.
They don’t know how to network, build a book of business, or bring in referrals.
They lack urgency and efficiency, spending too much time on the wrong tasks.
They aren’t using your firm’s existing systems (Clio, Asana, Slack, Trello, Smokeball, Rocket Matter, etc.) effectively.
They aren’t organized and seem overwhelmed by their caseload.
They have the potential to be a great attorney, but there’s a disconnect between their skills and their output.
You see the potential. You want them to succeed. But if something doesn’t change, you know they can’t be a long-term fit for your firm.

Develop the systems and habits that ensure they meet (or exceed) their targets.

Get their work done on time, error-free, and with confidence.

Learn how to manage cases, emails, and tasks efficiently.

Start building the relationships that will sustain their career.

Learn how to ask for what they need, contribute to the firm, and own their role.
Why This Approach is a Proven Game-Changer
Unlike the internal feedback loop (which can sometimes feel like performance policing) I provide an outside, neutral, and activating perspective to help associates:
Get honest, constructive feedback without fear of judgment.
Develop custom systems that actually work for them.
Gain clarity on expectations and billing guidelines.
Feel supported but accountable—it’s a safe space, but real results are expected.
Onboarding call with Firm (Managing Partner/Human Resources Officer/Office Manager) – A strategic kickoff call to discuss the associate’s challenges, set goals, and align coaching with the firm’s expectations.
1:1 Coaching Calls – Bi-weekly calls tailored to the associate’s specific challenges and goals.
Customized Strategy & Goal Setting – Individualized roadmaps for improving performance and increasing profitability.
Progress Check-Ins with Firm Leadership – Regular updates with the managing partner or key firm leaders to review progress, discuss improvements, and ensure alignment with firm goals.
Systems & Workflow Training – Teaching associates how to organize their workload, prioritize tasks, and manage their time effectively.
Networking & Business Development Guidance – Helping them create real relationships that fuel career growth.
Final Strategy & Transition Call with Firm Leadership – A closing session with the managing partner or key firm leaders to review progress, discuss lasting improvements, and determine next steps for continued success.
WHAT MAKES WENDY UNIQUELY QUALIFIED
Attorney and Coach: Wendy actively practices law, running a successful firm while also leading a highly respected coaching business. She brings real-time, practical insights from both worlds.
No Fluff, Just Actionable Advice: Every session is packed with concrete strategies attorneys can implement immediately to see results.
She’s Been There: Wendy understands the pressure of balancing casework, clients, and firm expectations while trying to avoid burnout, maintain a personal life, and create a career that actually feels sustainable. She’s done it herself—building a thriving firm, coaching business, and life that doesn’t feel like a constant uphill battle.
Empathetic, Engaging & Results-Driven: Her coaching isn’t scripted or generic. Wendy brings authenticity, energy, and tailored solutions that truly make a difference.
This program is designed for firms that see potential in their associates and want to turn things around before making tough decisions. It’s for:

Attorneys who are capable but struggling to meet expectations.

Practices committed to developing talent rather than cycling through hires.

Leaders who are frustrated but still hopeful their associate can improve.

Those willing to invest in coaching and accountability while also getting a clear answer on whether their associate is truly a long-term fit.
From Disorganized & Underbilling to Confident & Profitable
Before
Kathryn was required to bill 100 hours per month but was averaging only 2.5 hours per day. She struggled with managing her workload, lacked organization, and hesitated in front of partners. She often avoided direct communication, relying on email instead of engaging with opposing counsel, and lacked the confidence to take initiative in her cases.
After
Through targeted coaching, Kathryn not only met but exceeded her billable targets. She transformed from the firm’s lowest-billing associate to consistently ranking among the top performers. She developed effective systems for managing her workload, improved her time management, and became more proactive in her role. No longer hesitant, she confidently engaged with opposing counsel, built professional relationships, and took on leadership responsibilities. Most importantly, she discovered that confidence is a skill she could cultivate, and she now approaches her work with clarity and assurance.
From Sloppy Work to Strategic Execution
Before
Mark struggled with prioritization and time management, often taking too long on tasks due to a lack of direction and organization. His fear of overbilling led him to underreport his own hours, further compounding his struggles. He was burned out, exhausted, and stuck in a cycle of inefficiency—producing work with errors, feeling overwhelmed, and ultimately cutting his own billable hours.Every time you start thinking about setting up shop, your brain stops you before you even begin:
After
Through coaching, Mark developed a structured approach to his workload. Using Trello, he gained visibility into his tasks and progress, allowing him to prioritize effectively. Implementing a timer and time-blocking strategies, he improved efficiency and became more intentional about his billable work. Over time, his confidence grew—he no longer second-guessed himself or avoided billing, recognizing the value of his work. He refined his workflow, improved accuracy, and finally took control of his day, replacing chaos with structure and confidence. Today, he’s not just getting through his workload—he’s thriving in it.
From Overwhelmed to Organized & Confident
Before
Jennifer struggled with time management, organization, and billing, often feeling overwhelmed and falling behind. Without clear structure or accountability, she lacked confidence in her work, hesitated to take initiative, and wasn’t fully leveraging her skills.
After
Through coaching, she implemented Clio and Asana to streamline workflow, prioritize tasks, and track billing more effectively—boosting her hours and efficiency. She built better habits, set clear goals, and developed a structured approach to her work. She also gained confidence, improved work-life balance, and became more engaged in her professional growth. Now, she’s organized, proactive, and thriving in her career.
WANT TO MAKE SURE THIS IS A FIT FOR YOUR ASSOCIATE AND YOUR FIRM?
Book a Call to Discuss Your Associate’s Needs!
If you have an associate who needs this level of targeted coaching, let’s discuss how I can help.
Click the button below to schedule a 15-minute consultation to see if this is the right fit.
I promise this will be a no-fluff, real conversation about whether coaching can turn things around.
Disclaimer: This program is designed to help your associate meet expectations. but there is no guarantee of increased income or results. However, I’ll show you the steps to reach your goals faster than you could on your own.
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