When Legal Scale reached out to us in 2023, we immediately clicked with the team. They were fast-growing, innovative, and customer-centric—exactly the kind of forward-thinking firm we love working with. We've watched their practice expand significantly since then, and we're grateful to have been supporting their operations along the way.

What impressed us most about Legal Scale wasn't just their growth, but how they've reimagined what a modern law firm can be. From their "software is our rent" philosophy to their flat organizational structure, they've built something genuinely different in the legal industry. Their approach offers valuable lessons for any firm looking to improve operations, enhance client relationships, and stay competitive in today's market.

We wanted to highlight our partnership by sharing insights from recent conversations with managing partners Mehak and Neil about how they've built and scaled their practice. Here's what we learned about their approach to innovation, efficiency, and client service.

Legal Scale's Differentiated Service Model

Legal Scale is able to deliver on complex transactions with a lean and high-touch team. As Mehak explains, "We're still doing the same level, if not even more sophisticated transactions, where our clients aren't willing to sacrifice the quality of the work, but still want to have direct interaction with their lawyers—with the senior attorneys, partners, counsel that are working on the transactions."

The key is eliminating the traditional law firm hierarchy. Legal Scale hires only senior attorneys who can lead transactions from day one. "We don't have that first year, third year, fifth year, eighth year hierarchy," Neil notes. "We're able to cut out levels of review—which leads to time efficiency."

This staffing approach creates a powerful client value proposition. As Mehak puts it: "Our clients love that they're not paying for a first year to learn how to send an email. They understand that everybody that's working on a transaction is going to be efficient from day one."

The firm's availability philosophy sets them apart from competitors. "We are, for better or worse, available 24-7," Mehak explains. "If a client calls, I pick up." (This struck a chord with our team) This accessibility is enhanced by their flat structure—every team member knows every deal inside and out, creating multiple reliable touchpoints for clients.

The communication approach is refreshingly direct. "There are very few attorneys that can say that they're texting their clients or WhatsApping their clients all the time," Mehak observes. This degree of communication builds relationships that go far beyond individual transactions.

Technology as Strategic Infrastructure

Legal Scale's approach to technology isn't about having the latest tools—it's about fundamentally rethinking how a law firm operates. "Software really is our rent," Neil emphasizes. "It's the strategic business advantage."

Their distributed team model demonstrates technology's power. With team members across New York, Boston, California, and even Tel Aviv, Legal Scale proves that geographic boundaries don't limit collaboration. "I actually now see my team members more even when they're across the world than I did at Davis Polk, and they were two doors away," Neil shares.

The firm encourages innovation from the ground up. Rather than having IT departments control technology decisions, Legal Scale empowers every team member to research and propose new solutions. "We not only hire folks that are tech-enabled, but then we encourage our folks to reach out and find new software that can then create operational efficiencies," Mehak explains.

This technology-first approach extends to client relationships. The firm leverages AI tools throughout its practice while maintaining human oversight and expertise. The goal isn't to replace attorney judgment but to eliminate administrative friction that prevents lawyers from focusing on high-value work.

Innovation Through Business-Legal Integration

Both Neil and Mehak bring JD/MBA credentials to their practice, and Neil also holds a CFA designation. This business-legal integration isn't just credentials—it's a core differentiator.

They get involved before traditional law firms. "Often, law firms are engaged at the term sheet stage. That's often too late," Neil explains. "By getting in earlier, we can look at someone's financial model and make sure that that's accurately represented within the term sheet."

This early involvement stems from their business background. As Neil reflects on his private equity experience: "When I used other attorneys, the attorneys sometimes would lose scope of what I was trying to do in the transaction. Sometimes a client saw that attorney point scoring, and we understand why that can be a problem."

The firm continuously improves its work product through systematic feedback. "At the end of every transaction, I do a postmortem," Mehak explains. "We take and iterate on those forms so that the next one bears all of the fruit that came from the previous learnings."

They've simplified complex legal concepts for clients. Rather than handing over dense 150-page credit agreements, they've broken documents into digestible sections. "We've created bite-sized pieces so that borrowers, [for whom] this might be their first time entering into a debt facility, actually understand what they're entering into," Mehak notes.

Operational Excellence and Efficiency Metrics

Legal Scale has systematically eliminated inefficiencies that plague traditional law firms.

Before PointOne, time tracking was a major operational drain. "Timekeeping is the largest headache, and not only that, but also slows down our collection rate," Mehak explains. The manual process meant attorneys lost track of time entries, created delays in bill generation, and reduced overall collection efficiency.

The impact has been substantial. Neil reports: "We estimate that the time at which our attorneys are billing is about 20% faster. We would sometimes have like a two- or three-day time span for attorneys to get into their time that's down substantially."

The firm has cut billing preparation time in half. "We've seen about a 50 percent reduction in the amount of time that I'm putting in," Neil notes. "It's an immediate payback because then I can allocate that to finding new clients, getting on new deals, and making sure that those deals are as pristine as possible."

The accuracy improvements are equally important. "Bills are more accurate, and when we look at the bills, they're also far more up to date," Neil explains. "When the client calls me and says, 'Where are we at for this matter in terms of fees?' I know exactly the number of hours and fees because our attorneys are billing in real time."

Zero billing delays since implementation. "We've had zero instances" of missed billing deadlines since 2025, Neil reports. Previously, the firm regularly faced situations where team members couldn't complete time entries due to other commitments.

The human capital insights extend beyond billable work. For non-billable team members, "we still know how they're allocating their time,” Neil explains. "We know if they're incredibly busy, if there's time being wasted."

Client-Centric Growth Strategy

Legal Scale's client relationships extend far beyond individual transactions to become true partnerships. This approach has enabled them to build a practice where clients return consistently and refer regularly.

They maintain relationships between transactions. "Even if we don't have an active transaction, we will still give calls to clients and just hear about what they have in their pipeline," Mehak explains. This proactive outreach often identifies issues before clients think to involve legal counsel.

The firm's goal is ambitious but clear: "Our goal is to be there for every pivotal transaction on all of our clients’ sides," Mehak states. Whether it's raising money, acquiring companies, or securing debt facilities, Legal Scale has positioned itself as a consistent legal partner.

Long-term relationships create operational advantages. Neil notes they work with clients "in some cases, for seven or eight or even nine years." These relationships enable economies of scope and deeper understanding of client goals, making each subsequent transaction more efficient.

The business development approach focuses on being present in client offices and understanding market trends. "I love to do business intelligence. I love to know what's going on within the market," Neil explains. This market knowledge allows them to anticipate client needs and develop specialized expertise in emerging areas.

Personal relationships define their approach. "Our clients aren't faceless banks, but they're friends that we've worked with," Neil observes. "Law is probably the ultimate people's business, where I get to talk to friends and colleagues from 8 a.m. until 9 p.m. every day."

Legal Scale has built a thriving boutique practice by systematically reimagining every aspect of law firm operations—from staffing and technology to client relationships and operational efficiency. Their approach provides a roadmap for other firms looking to compete effectively in today's legal market while maintaining the personalized service that clients increasingly value.