How We Helped
Making Culture an Intentional System
One of the most significant shifts at Brumley Law Firm happened when Joshua began deliberately building the firm’s culture. The firm defined its core values and then embedded those values into how it hires, trains, evaluates, and rewards team members.
Crisp Coach, a business coaching program that pairs law firm owners with experienced coaches for ongoing strategic guidance, provided Joshua with frameworks to make this shift. His coach helped him see that culture was not a vague feeling but an operational system that needed the same rigor as case management or client intake.

The team implemented structured onboarding for every new hire, established regular communication rhythms across the organization, set clear performance expectations for each role, and created recognition systems. Leadership pathways also gave team members visibility into how they could grow within the firm, which reduced the lack of advancement that previously contributed to turnover.
Those changes created stronger alignment. People understood what was expected, felt connected to the mission, and had clear reasons to stay and develop. Retention shifted from being a constant problem to a natural outcome of the environment.
Gaining Visibility Through KPIs and Accountability
Before working with Crisp, the firm had no structured way to measure performance. The team made decisions based on assumptions rather than data, and there was no reliable method to identify where the business was excelling or where it was falling short.
Implementing Key Performance Indicators (KPIs) for each role gave Joshua and his leadership team real visibility into the firm’s operations. By tracking KPI data specific to each case and each team member, they could ensure that caseloads were appropriately distributed, that no one was overextended, and that clients received the attention their cases required.
“I cannot stress enough how much implementing KPIs have been to our firm,” Joshua said. “If I … received this knowledge and nothing else from Crisp, it would all have been worth it.”
KPIs also gave the firm a framework for accountability. High performers received well-deserved recognition. Underperformers got the coaching they needed, and when coaching did not produce results, the firm was able to make difficult personnel decisions with confidence rather than guesswork.

Creating a Consistent, Trust-Building Client Experience
Joshua identified communication as the most impactful area for improvement. His goal was straightforward: clients should always know what is happening with their case, what to expect next, and how to reach someone quickly when they have questions.
The firm improved its intake process, follow-up protocols, and overall responsiveness. It also implemented client surveys to gather real-time feedback on how clients experienced the firm at each stage of their case. Instead of relying on assumptions, the team has visibility into where the experience was strong and where it needed refinement.
The investment in Crisp Experience, a program designed to help law firms create a systematized client journey that builds trust and generates referrals, provided frameworks for making these improvements consistent and scalable.
That consistency removed the uncertainty that erodes trust. Clients who feel informed, supported, and respected share those experiences, and Brumley Law Firm’s referrals increased by more than 60% as a direct result.
“Referrals reflect how people feel about your service,” Joshua said. “Once we standardized the client experience across the firm and delivered that level of consistency, referrals became a natural byproduct rather than something we had to actively chase.”
Building a Scalable Hiring Engine
As the firm grew, it needed a more reliable way to identify and onboard the right people. Crisp Recruit — a service that helps law firms attract, vet, and hire qualified candidates — became a critical part of that infrastructure. Joshua and the team used Crisp Recruit to fill key roles including case managers, a litigation paralegal, and other support positions.
Joshua also restructured the firm internally, dividing the team into micro-departments with qualified leaders for each one. He also separated the pre-litigation and litigation teams to clearly define responsibilities. He introduced a 30/60/90 day review process for new hires, a structured evaluation that checks in on performance, alignment, and development at set intervals during the first three months. These new processes proved to new team members that their growth mattered and that the firm was invested in their success.
Evolving from Operator to Leader
In the firm’s early days, Joshua was involved in nearly every decision and detail. That approach worked when the team was small, but as the firm expanded, it became a bottleneck.
Crisp Focus Retreats, dedicated strategic planning sessions held away from the office where law firm owners work with their coaches to set quarterly and long-term goals, gave Joshua the space to step back from daily operations and think about the business at a higher level. His coaching relationship provided an outside perspective that helped him identify blind spots and hold himself accountable for the changes he committed to making.
“It’s less about doing and more about enabling others to succeed,” Joshua reflected on his leadership evolution.

That shift allowed him to focus on strategy, vision, and developing the next layer of leaders within the firm rather than personally carrying every operational responsibility. And his peers have taken notice. Joshua was recognized as a Super Lawyers Rising Star in 2020-2023.