About the Project
Axelis Consulting, a boutique legal and compliance advisory firm, faced challenges modernizing its service delivery. Despite excellent client relationships, the firm relied on outdated tools, manual workflows, and lacked online visibility — limiting their ability to scale or respond to modern client demands.
We delivered a business strategy coaching program focused on digital alignment: enhancing internal operations, digital client engagement, and long-term strategic planning for sustainable innovation.
Over 4 months, we facilitated a transformation roadmap that included digital onboarding, document automation, CRM integration, and digital branding strategy. Our coaching model blended executive guidance, team workshops, and vendor advisory support.
Strategic Actions Implemented:
Designed and implemented a fully digital client intake and service portal
Integrated CRM and knowledge base for streamlined service delivery
Conducted coaching sessions to shift the mindset toward agile operations
Advised leadership on digital brand strategy and online authority building
Measurable Outcomes After Implementation:
Client onboarding time reduced by 50%
Staff productivity increased by 35% through automated task management
Website traffic grew 4x after SEO-aligned content deployment
Secured 3 new institutional clients citing digital convenience as a key factor
This case showcases how even traditional service-based firms can evolve digitally — not just by adopting tools, but by aligning strategy, team behavior, and client experience under expert coaching.