Case Studies

Our work, in the open.

We run the business behind elder law and estate planning firms — brand, marketing, operations, and growth. Here's what that looks like in practice.

Client · Ongoing

dCZ Legal

Washington, D.C.

A comprehensive rebuild of a boutique elder law & estate planning firm — brand, website, LinkedIn, and a private, compliant AI, with more underway.

dCZ Legal's redesigned website
Brand & Website

New Brand and Website

A boutique D.C. elder law and estate planning firm, rebuilt from the brand up — new identity, client-first messaging, professional photography, and a website designed to build trust and convert.

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Judith del Cuadro-Zimmerman's LinkedIn profile after the makeover — forest-green branded banner and a benefit-led headline.
LinkedIn

LinkedIn Makeover

We rebuilt the firm's LinkedIn — the founder's personal profile and the company page — from an off-brand, credential-heavy presence into a clean, benefit-led one built to convert referrals and searchers into booked consultations.

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Guests gathered together at the DCZ Legal launch party in Washington, D.C.
Event Production

Launch Party

A private D.C. mixer for 35 peers that re-introduced DCZ Legal's new brand in person — full event production, guest curation, and an experience built around personalized introductions.

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Guests networking at a DC Fiduciaries event.
Networking Series

DC Fiduciaries

A quarterly networking series conceptualized with Judith del Cuadro-Zimmerman to attract fiduciary-adjacent referral partners — wealth managers, family offices, accountants, and real estate professionals.

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Coming Soon A private AI,
built for compliance.
Secure · Walled-Garden · Bar-Compliant
Private AI · Compliance

Private, Bar-Compliant, Custom-Built AI System

A walled-garden LLM on the firm's own secure server — so the team can use AI for routine work while staying fully compliant with bar rules. No client data ever passes through public tools like ChatGPT or Claude, and none is ever used to train a model. Estimating 70% of the performance of Claude or ChatGPT, while removing 95%+ of the risk. Hosted in a secure cloud so the team can use it from anywhere.

In progress — coming soon