Law Offices of Robert M. Geller, P.A. · Iron Noodle Technologies · Prepared April 2026

Reference — Original Engagement Proposal · Profit Blueprint

Engagement Proposal

A two-phase engagement: a one-week onsite assessment at the Tampa flagship, then a deliverables-based deployment you approve module by module. (This is the original commercial proposal, retained for reference.)

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

Investment summary What Phase 1 covers

01 — Executive Summary

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 the 40–60 leads per month currently slipping through after-hours and weekend gaps, a $50K/yr intake labor line replaced with ~$12K/yr in AI voice, and a lift from ~24 to 30+ filings per attorney per month inside 6 months.

The engagement at a glance

Total Engagement Cap: $60K
Phases: 2
Weeks Total: 6–8
Leads/mo Recovered: 40–60

02 — Phase 1

Phase 1: Onsite Consulting & Assessment

One week onsite at the Tampa flagship, with the St. Pete and Lutz virtual offices covered remotely.

Phase 1 — $10,000

Fixed fee

Phase 1 terms

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

Tampa Flagship AuditShadow the full client lifecycle, call to filing Days 1–2

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

Firm-Wide Analysis (Tampa HQ)Virtual office coverage, technology, revenue leakage Days 3–4

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

Findings Presentation & Final Data PullsAssessment, roadmap and technology recommendation Day 5

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

Milestone $5,000 second payment due upon delivery of findings & plan

Deployment DecisionNo obligation to proceed Post-Assessment

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

03 — Phase 2

Phase 2: Deliverables-Based Deployment

Deploy the specific modules that move your numbers — not a fixed stack.

Phase 2 — per deliverable

Scoped & Priced After Phase 1

Phase 2 terms

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

04 — Success Metrics

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.

05 — Investment Summary

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

$60,000 cap Total Maximum Engagement

Payment structure

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 Iron Noodle operating system subscription at $997/mo starting after deployment.

06 — Terms

Terms & Conditions

Proposal valid for 30 days from date of preparation.
Phase 1 is a fixed-fee engagement. Findings document belongs to the Law Offices of Robert M. Geller, P.A. regardless of Phase 2 decision.
Phase 2 is deliverables-based. The priced menu of modules is finalized at the close of Phase 1 and triggered by the second $5,000 installment.
Phase 2 total will not exceed $50,000 regardless of how many modules are selected.
Phase 2 begins only upon written approval of the scoped deliverables list. No module is billed until signed off on.
Ongoing Iron Noodle operating system subscription billed monthly, cancel anytime.
Confidentiality: All firm data is encrypted, isolated, and never shared.

Next step

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 upon delivery of findings and Action Plan.

Pay Phase 1 Installment →

Secure payment via Stripe / ACH

Questions? Contact Roberto Stanley — rs@ironnoodle.com · (888) 446-4490