A successful firm. A control problem.

Revenue up 35% to $7.78M. The audit found the next million: 1,072 hired but never filed. $2.32M stuck between the hire and the filing.

Spreadsheets and memory are holding it. A system is not.

Watch the overview See the evidence Read the plan Go to the decision

Staff interviews across every department. 5 financial reports. 5 days onsite (May 7–13, 2026). Confidential.

1,072

Hired but never filed — 35.3% of the 3,035 bankruptcy clients hired in the 12 months ended March 31, 2026.

$2.32M

Revenue sitting in the pipeline, between the hire and the courthouse, at a $2,161 blended average case value.

23+

Manual trackers running the firm, across 10 owners, deciding what happens next in billing, filing, client service, and 341 work.

Watch First

The findings in a hundred seconds

What the audit found, why the revenue stops where it does, and what the first thirty days look like. Everything below this is the same argument with the working shown.

1 min 41 s
Prepared July 2026
Confidential — not for distribution

The Numbers

The Numbers That Matter

We pulled these from your P&L, your case management system, and your staff’s own words. No guesses.

12 months ended March 31, 2026

Total revenue (+35% YoY): $7.78M
Clients hired (all matters): 3,109
Bankruptcy clients hired: 3,035
Cases filed: 1,963
Hired but never filed (35.3%): 1,072
Revenue sitting in pipeline: $2.32M
Manual trackers running the firm: 23+

Where the Revenue Stops

Clients hired vs. cases filed, 12 months ended March 31, 2026

35.3% of bankruptcy clients never reach filing. At a $2,161 blended average case value, that is $2.32M sitting between the hire and the courthouse. Bankruptcy-only on both sides: the 73 family-law hires are excluded, because a family-law matter does not produce a bankruptcy filing.

Diagnosis

Geller is not a broken firm. Geller is a control problem hiding inside a successful firm.

Money moves through too many exception paths.

Bounces, ACH failures, chargebacks, refunds, online payments, cash and checks, old balances, payment plans, and system glitches — with no single finance control center.

Onboarding is a multi-platform relay race.

Contract, signature, payment setup, client access, folder creation, and case file setup are connected business events being handled as separate clerical tasks.

Spreadsheets are carrying the firm’s memory.

23+ manual trackers across 10 owners decide what happens next in billing, filing, client service, and 341 work. The evidence is one click away.

The audit is done. The findings are in. Read in order: evidence, then plan, then decision. Four steps. No homework required.

The Route

How to Read This Blueprint

Step 01

The Situation

You are here

What the audit measured: the revenue, the pipeline leak, and the diagnosis in three sentences.

This page

Step 02

The Evidence

The Spreadsheet Problem Matrix — all 23+ manual trackers, who owns them, and the risk each one creates.

See the evidence →

Step 03

The Plan

The week-by-week implementation roadmap, the ten priorities, owners, governance, and the recoverable impact.

Read the plan →

Step 04

The Decision

The enterprise package, the implementation menu, and the release decision in front of you.

Go to the decision →

Start of the Blueprint Original proposal — Apr 2026 (reference) Operational Audit Tool Zoho Migration Notes NDA 01 · 02 · 03 · 04 Continue 02 · The Evidence →