Boutique Real Estate Small law firm with a long-standing Boston presence and focus on Real Estate Law, Estate Planning, Elder Law and Probate. Potential sales opportunity in expanding practice areas for real estate transactions, asset protection and succession planning services for high-net-worth clients and local developers.

Growth Milestones Operations described over twenty five years with revenue in the 1M-10M range and a lean team. Opportunity to offer scalable technology, marketing, and client management solutions to support growth, efficiency, and succession planning for the firm.

Tech Stack Fit Current technology includes PHP, MySQL, jQuery, and WordPress-related components. Potential for offerings in practice management, document automation, client portals, cyber risk controls, and modernization of data workflows to improve efficiency and security.

Client Services Emphasis on personalized service and timely, cost-effective delivery. Sales opportunities around enhanced client experience tools, e-billing, virtual consultations, and streamlined probate and asset protection processes for time-sensitive matters.

Market Positioning Named local Back Bay firm with a focused service mix and modest headcount. Potential to partner on business development initiatives, referrals, and niche service expansions (elder law, estate planning for families, small businesses) to capture more local market share.