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From practice to platform.

Termstack is a management services organization (MSO). We help ex-Big Law attorneys start and grow their boutique firms.

An MSO is a separate company that performs the non-legal functions of a law firm. It provides the infrastructure that lets the firm operate more efficiently and more consistently.

Your firm stays your firm: the practice, the clients, the name on the door.

What we run

Finance

The money side of the firm, run properly and reported on time.

  • Billing and invoicing
  • Collections and follow-up
  • Monthly financial reporting
  • Client trust funds stay with your firm

People

The administrative work of employing a team, off your desk.

  • Payroll
  • Benefits administration
  • Onboarding and offboarding
  • Hiring support

Technology

Systems that hold up as the firm grows, and stay secure while they do.

  • Case management
  • Document and data infrastructure
  • Security and access control
  • Software selection and support

Marketing

Client acquisition measured against the work it actually brings in.

  • Brand and positioning
  • Website and content
  • Campaigns and spend
  • Reporting on cost per matter

Intake

Nobody waiting on a callback. Every inquiry answered and qualified.

  • Phone and inbox coverage
  • Qualifying and routing
  • Client onboarding
  • Follow-up on open inquiries

Operations

The running of the place. The work that has no obvious owner.

  • Workflow design and automation
  • Vendor and contract management
  • Process documentation
  • Reporting and internal metrics
The structure

What your firm keeps

The law firm retains responsibility for the practice of law. These functions cannot be delegated, and Termstack does not touch them.

  • Attorney-client relationships
  • Legal strategy
  • Case management decisions
  • Client funds held in trust

How it is formalized

The relationship is governed by a management services agreement. The MSO is paid a management fee in exchange for providing non-legal services.

The MSA defines the scope of services in operationally meaningful terms, allocates responsibilities, establishes pricing mechanics that are transparent and supportable, and creates the operational boundary between the legal entity and the services platform.

Defined early

Five things get settled before they become expensive to change.

  • Financial architecture: treasury, cash flow allocation, transfer pricing
  • Governance: decision rights, reporting lines, delineation of authority
  • Operational scope: what sits with the MSO, what stays with the firm
  • Compliance: attorney independence, client confidentiality, fee arrangements
  • Human capital: role definitions, compensation alignment, retention
The build

Phase 1LOI reality check

Strategy alignment, MSO architecture, and validation of the platform thesis. You get clarity on what is actually being sold and what role remains yours.

Phase 2Close-ready build

Treasury, chart of accounts, HR and payroll, MSA economics, compliance. The period between LOI and closing is a structured build phase, not a transitional interval. You open on day one with operations that work and interests that are protected.

Phase 3Post-close platform launch

Transfer pricing discipline, KPI cadence, systems rationalization, readiness for the next acquisition. Durable value in rollover equity and a clear go-forward role.

What makes it scale

People

Incentive alignment is central. Equity participation, compensation structures, and performance metrics are designed to align the interests of owners, operating partners, and investors. A clearly defined org structure supports consistent execution everywhere else.

Operations

Standardized processes, integration playbooks, and an accountability cadence that gives real visibility into performance. Those processes are what generate reliable data.

Finance and accounting

Reporting that disaggregates by entity, function, and period, and traces financial outcomes back to their operational drivers. Cash governance, controls, and transfer pricing discipline underneath it.

Technology

The primary mechanism for standardization. A common case management system, standardized financial software, and integrated intake and marketing platforms, so data aggregates across entities instead of sitting in silos.

Why it compounds

The first MSO is a template

The initial MSO is built to support your firm. The structure, governance, and financial architecture established in the first transaction get replicated in the next one.

New firms are not acquired so much as integrated. Systems, processes, and reporting structures are extended rather than recreated, which is what makes each firm faster to bring on than the last.

What buyers pay for

Early conversations focus on revenue, case volume, and partner reputation. Over time, value depends less on individual performance and more on the durability of the underlying system.

  • Recurring or repeatable revenue
  • Operating processes applied consistently across firms
  • Reliable reporting with minimal reconciliation
  • Growth achieved through replication rather than reinvention

You are not a seller

Owners become participants in the design of an enterprise that extends beyond the original firm, rather than sellers of an existing one. Growth is accelerated through access to capital and shared resources.

Let's build your back office.

Book a call marissa@termstack.ai