Ailm + The Lopez Law Group: Automated Firm Infrastructure Meets High-Touch Legal Care

A Texas-based personal injury firm engineered from founder-driven to Firm of the Future combining high-touch, personalized care with the systems, structure, and scalability to deliver results at the highest standard.

THE CHALLENGE

Like many fast-growing firms, The Lopez Law Group had the talent and tools, but was still running on hustle. Their case management software was underutilized, accountability was loose, and too much depended on the founder. But Fernando Lopez doesn’t patch holes. He thinks in frameworks, data, and future-forward execution, and it was time to build a system that could scale.

THE APPROACH

✦ Executive Coaching Partnership

As Fernando’s Executive Coach, Regina Story supported the founder’s shift from bottleneck to builder bringing alignment, structure, and shared accountability across the firm.

✦ Team Restructure & Role Clarity

An Operations Lead was hired, roles were clarified, and team performance leveled up. A business analyst role was scoped to turn data into decisions.

✦ Case Management Optimization

CasePeer was upgraded from basic tracking to a true operational engine with automated workflows, streamlined intake, and an 80% reduction in paper use.

✦ Firm-Wide Accountability

Systems were put in place to track ownership of outcomes across ops, intake, and marketing replacing guesswork with clarity and consistency.

OUTCOME

• Team Morale

Staff felt empowered, supported, and clear. Collaboration increased, and performance stabilized.

• Efficiency

  The firm reduced workload strain, streamlined workflows, and achieved better outcomes with fewer, higher-quality cases.

• Client Experience

  Clients received more consistent touchpoints and better case outcomes, including settlements approaching policy limits.

• Founder Bandwidth

  Fernando remains hands-on with clients while building what’s next. The firm runs smarter without relying on him to hold it all together.