The Challenge

Romanielo e Magalhães is a legal services firm focused on consumer defense, banking matters, and debt management. The team is passionate about helping clients navigate complex financial and legal challenges. However, behind the scenes, the business was struggling with a fundamental problem: nobody had a clear picture of what was actually happening financially.

Data lived in multiple spreadsheets. Revenue figures didn't align with cash flow. Profitability was a mystery. The founders couldn't answer basic questions: What's our break-even point? Are we actually making money? How much cash do we have available next month?

On the sales side, the challenges were equally frustrating. Lead generation happened across multiple channels—Instagram, WhatsApp, referral networks—but there was no systematic way to track which channels worked best. Closing deals relied on back-and-forth messaging, which felt slow and inefficient. The team was closing only 6 to 7 contracts per month, despite having a strong pipeline.

"We had all the data, but it was scattered everywhere," one of the founders explained. "We couldn't see the full picture. It was hard to make decisions when we didn't know if we were actually profitable."

The real cost of this fragmentation became clear when the team tried to plan for growth. Should they hire more staff? Invest in marketing? Expand into new service areas? Without reliable financial visibility, every decision felt like a guess.

The Solution

The turning point came when the team decided to invest in a comprehensive financial and operational transformation. They didn't just want better spreadsheets—they wanted a system that would give them real-time visibility into their business and enable smarter decisions.

The first step was consolidating financial data into a single, integrated dashboard. Instead of multiple spreadsheets, they built one unified view that automatically generated their income statement, tracked cash flow, and showed the relationship between revenue, variable costs, and fixed expenses. For the first time, they could see their EBITDA margin (19%) and calculate their exact break-even point (approximately 30,000 in monthly revenue).

"Once we had the dashboard, everything changed," the team shared. "We could finally see what was working and what wasn't. We could run scenarios. We could plan."

But financial visibility alone wasn't enough. The team also overhauled their sales process. They introduced a structured approach: instead of closing deals through text messages, they moved to 30-minute video consultations. This simple change—a real conversation instead of back-and-forth messaging—made a dramatic difference in conversion rates.

In addition to the sales methodology shift, they formalized partnerships with a network of attorneys who referred clients. This created a predictable pipeline and reduced the pressure to generate all leads internally. They also implemented a monthly client check-in process, keeping customers informed about their cases and building stronger relationships.

The team committed fully to these changes. There was no half-measure. Everyone understood that the old way of working—scattered data, reactive decision-making, inconsistent sales processes—wasn't sustainable if they wanted to grow.

"The key was getting everyone aligned," a team member noted. "We all had to believe that better systems would actually help us serve clients better and grow the business. Once we saw the results, there was no going back."

The Transformation

The results came quickly and were measurable.

Within weeks of implementing the video consultation approach, monthly contract closures jumped from 6 to 7 per month to over 20 per month. That's a 3x increase in conversion rate. The team wasn't working harder—they were working smarter.

The financial dashboard revealed that the business was actually healthy. With a 19% EBITDA margin and clear visibility into cash flow, the founders could make confident decisions about hiring, marketing spend, and service expansion. They identified their break-even point and set realistic monthly revenue targets (30,000 to 35,000 in monthly receipts).

The partnership strategy also paid off. Referrals from their attorney network became a significant source of new clients, reducing customer acquisition costs and bringing in pre-qualified leads. The team could now track which channels generated the best clients and adjust their marketing budget accordingly.

Beyond the numbers, something deeper shifted. The team moved from reactive firefighting to proactive planning. They could run financial scenarios: "What if we hire two more staff members? What happens to our cash flow?" They could see the impact of decisions before making them.

The monthly client check-ins created an unexpected benefit: higher satisfaction and stronger retention. Clients felt heard and informed. The firm's reputation improved.

Looking ahead, the team has clear visibility into what's needed for the next phase of growth. They know their capacity constraints. They understand their unit economics. They have a roadmap for expanding into new service areas (like debt management for businesses and individuals) without overextending.

"We went from guessing to knowing," one founder reflected. "We know our numbers. We know what drives revenue. We know when we can afford to invest in growth. That confidence changes everything."

The transformation at Romanielo e Magalhães shows what's possible when a business commits to clarity. Better data. Better processes. Better decisions. Better results. The firm is now positioned to scale sustainably, with the financial discipline and operational systems to support ambitious growth while maintaining the quality and client focus that made them successful in the first place.