Law Firm Operations & Profitability Audit

Find Out Where Your Firm Is Losing Time, Capacity, and Profit

A six-week review of how work really moves through your practice, ending with a step-by-step plan for what to fix first.

Start My Audit, $4,000

Sound familiar?

You're still the bottleneck. Files stall on someone's desk, staff come to you for answers they should already have, and you're working more hours than the revenue justifies. You can feel it, but you can't see exactly where it's happening.

What we look at

Staff roles, productivity, and capacity
Delegation and training
The KPIs worth tracking, and the ones that aren't
Client workflow and communication
What to simplify or automate, including AI tool selection and AI use policies
Steps toward working fewer hours
Longer-term succession or sale planning

How it works

  1. Working session (2 hours). We walk through your firm, your processes, and how clients move from first call to closed file.
  2. Team conversations. I talk briefly with members of your staff so I can see what's happening without taking more of your time.
  3. Analysis. I review your documents, data, and workflows.
  4. Review meeting (90 minutes). We go through the findings and decide what matters most.
  5. Implementation playbook. You get a custom plan showing what to address, in what order, and how.

What you get

A written audit report, a process map of your firm, and your implementation playbook.

What's not included

Hands-on implementation and screen-share training. If you want support while you put the plan to work, ask about The Boardroom.

How to start

Review and sign the engagement agreement and pay online in one step. Once you've signed, you'll schedule your working session.

Ready?

Law Firm Operations & Profitability Audit. $4,000. A fixed fee, with no long-term contract.

Start My Audit, $4,000

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