GTM Strategy - Management Consultant

About LegalOS

LegalOS is building the AI-native immigration law firm for the world’s top talent and the companies that hire them. High-stakes immigration cases — O-1s, EB-1s, L-1s, H-1Bs, and other employment-based visas are still handled through slow, expensive, manual law firm workflows. LegalOS combines AI agents trained on decades of immigration case data with attorney oversight to prepare USCIS-ready work visa petitions dramatically faster than traditional firms.

About the Engagement

LegalOS seeks to retain an experienced Management Consultant, on a temporary and deliverables-based independent consulting engagement, to advise the company’s executive leadership Matthew, our CEO, & Rachel, our COO, on

go-to-market strategy and commercial operations. The consultant’s services are directed toward improving LegalOS’s managerial, operating, and economic performance as the company transitions from founder-led sales to a documented, repeatable commercial operating model run by LegalOS’s own personnel.

The engagement will be governed by a written consulting agreement setting out the scope of services, deliverables, consulting fee, and end date.

Scope of Advisory Services

The consultant will provide the following advisory services:

• Analyze the company’s existing go-to-market operations — including live pipeline, outreach, and meeting data — and deliver a consolidated go-to-market strategy distinguishing qualified pipeline from raw outbound activity and identifying stale opportunities.

• Recommend a single qualification standard and a 90-day operating plan with defined ownership, and advise management on its adoption.

• Design and document repeatable processes for engaging each new customer cohort end to end — spanning research and prioritization, outreach, qualification, and follow-up — for operation by LegalOS’s own team.

• Advise on the company’s enterprise sales approach, including target account criteria, pricing structure, objection handling, and preparation for enterprise engagements.

• Assess the company’s CRM and pipeline management practices, recommend remediation of existing records and pipeline standards, and advise on the implementation of a pre-qualification process that scores discovery calls and routes each to the appropriate next step.

Deliverables

• A consolidated go-to-market strategy and written assessment of the company's current commercial operations.
• A recommended qualification standard and 90-day operating plan for adoption by LegalOS management.
• Documented, repeatable customer-engagement processes (research, prioritization, outreach, qualification, follow-up) suitable for execution by LegalOS staff.
• Written recommendations on enterprise sales approach, pricing structure, and objection handling.
• A CRM and pipeline-management assessment with remediation recommendations and a recommended pre-qualification process.

Qualifications

The consultant must possess one of the following:

• A baccalaureate or licenciatura degree; or
• Six plus years of experience as a management consultant; or
• Six plus years of experience in a field of specialty related to the consulting agreement — here, go-to-market and growth strategy.

In addition, the ideal consultant will have:

• Substantial full-time professional experience in go-to-market and growth strategy, including designing and implementing go-to-market strategy, pricing, and partner programs for early-stage, founder-led companies.
• Direct experience providing management consulting services on commercial strategy, sales process design, and business development planning.
• Demonstrated ability to assess commercial operations, distinguish qualified pipeline from activity, and translate findings into documented processes and operating plans for adoption by client teams.
• Strong analytical and written communication skills, including the ability to deliver clear written strategies, assessments, and recommendations to executive leadership.