Case Study 1
Scaling a Forensic Assessment Practice Without Breaking Operations
A rapidly growing forensic assessment group engaged 9 to 5 Office at a critical stage, when
demand was increasing faster than their internal infrastructure could support.
They needed more than administrative help. They needed structure, scalability, and operational control.
The Challenge
- Rapid increase in referral volume
- Expanding evaluator team
- Complex billing requirements, including public defense agencies
- High documentation demands across case materials, reports, and CE programming
- Fragmented workflows and limited visibility into case progress
- Growing administrative burden on clinical staff and rising risk of delays
Our Approach
- Structured workflows and documented SOPs for referral handling and case progression
- Managed complex billing coordination and agency-specific requirements
- Organized large volumes of discovery materials and documentation
- Streamlined evaluator onboarding and created consistency across providers
- Implemented workflow improvements and operational optimization over time
The Result
- Scalable systems capable of supporting continued growth
- Improved operational clarity across the practice
- Reduced administrative burden on clinical staff
- Faster, more consistent case handling
- The ability to scale intentionally without overwhelming the team or compromising quality
Forensic practices do not struggle because of lack of demand. They struggle when operations
cannot keep up with it.
“They were able to surf the tidal wave of demand rather than drowning beneath it.”
Case Study 2
Reclaiming Time and Reducing Administrative Burden in a Neuropsychology Practice
A dual-provider neuropsychology practice with more than 20 years of experience faced growing
administrative demands as work expanded across clinical and forensic services.
They partnered with 9 to 5 Office to regain control of their time and operations.
The Challenge
- Scheduling complexity across multiple case types
- Ongoing coordination with attorneys and vendors
- Billing and follow-up management
- High volume of documentation and paperwork
- Time diverted away from clinical work
- Increased stress outside business hours and reduced capacity for growth
Our Approach
- Managed calendars, appointment logistics, and scheduling coordination
- Coordinated with attorneys, vendors, and third parties
- Oversaw billing processes and outstanding follow-up items
- Kept cases progressing efficiently from intake through completion
- Provided proactive administrative oversight across active workstreams
The Result
- Significant reduction in administrative burden
- Improved work-life balance
- Greater ability to focus on clinical and forensic work
- More efficiency and consistency across the practice
- Support the practice described as essential to ongoing success and growth
Even highly experienced practices reach a point where doing everything yourself is no longer sustainable.
Watch Dr. Rob Cohen's Video Testimonial
Case Study 3
Supporting a Solo Neuropsychologist Without Hiring In-House Staff
A solo pediatric neuropsychologist balancing a growing practice with family responsibilities
needed reliable, high-quality administrative support.
We stepped in as a full support layer so operations felt stable, organized, and dependable.
The Challenge
- Balancing clinical work with administrative responsibilities
- Managing communication with patients and families
- Coordinating scheduling and follow-ups
- Limited time and bandwidth
- Overextension and difficulty maintaining organization
- Limited capacity for additional professional opportunities
Our Approach
- Managed communication with families in a timely, clear, and compassionate way
- Organized appointments and follow-ups across the calendar
- Handled day-to-day operational needs with consistency and reliability
- Created the structure needed to support both practice growth and personal bandwidth
The Result
- More time for patient care
- Improved organization and workflow
- Capacity to expand into community involvement, research, and additional projects
- Meaningful improvement in work-life balance
- Families independently noticed how organized and supportive the practice became
Not every practice needs a full internal team, but every practice needs consistency,
organization, and reliable support.
