Free Law Firm Operations Assessment
Find out where your firm actually stands.
A structured, honest review of your practice across six operational areas, and a written report built from your firm rather than from a checklist. Forty-five minutes on a call, nothing to prepare, and the report lands within one business day. No obligation and no sales pitch.
What you receive
A clear picture of your firm, and where to start.
Before we speak, I look at your firm the way a prospective client does: your website, your online booking, what they can and cannot do from the outside. That usually turns up something worth talking about, and it means the call starts further along than it otherwise would.
In a focused 45-minute call we go through how your firm actually works across six operational areas. You answer straightforward questions about your practice, your systems and your day, and there is nothing to prepare. Within one business day you receive a written report setting out where things stand and what I would do about it first.
The report includes
- A component-level assessment of all six areas, rather than one grade per area, because most firms are solid in one half of an area and still building the other
- A suggested sequence in the order I would tackle it, with why each item matters, including the items you can act on yourself
- Findings specific to your firm, each one showing whether it came from the call or from what is visible outside it
- An honest account of what a conversation cannot settle, marked as such rather than guessed at
Preview of the written report you will receive
The six areas we review
Client intake and appointments
How prospects become clients. Lead capture, online booking, intake forms, conflict checks, engagement letters and matter opening.
Billing and accounts receivable
Time capture, billing cycles, fixed fee pricing, trust handling, and how reliably work turns into paid invoices.
Technology and systems
How your practice management software is configured, what connects to what, and whether your tools work together or in parallel.
Client communication
How your firm communicates through a matter. Response standards, proactive updates, and what is recorded against the file.
People and workflow
Matter templates, task lists, stages, handoffs and supervision. Whether a file carries itself forward or depends on someone remembering.
Financial reporting
Whether you can see how the firm is performing at the level you need to make decisions, not only at the level of the firm as a whole.
These six areas cover the operational bottlenecks that come up most often in solo and small law firms. The assessment shows you which are solid, which are partly built, and which are quietly costing you time.
45 minutes, report within a day
One focused call with nothing to prepare, and the written report arrives the next business day at the latest, not the following week.
No obligation, no pitch
The report stands on its own, and several of the recommendations in it are things you can action yourself without engaging anyone.
Specific to your firm
Not a generic checklist. Every finding comes from your call or from what can be seen of your firm from outside it, and the report says which.
Ready to find out where your firm stands?
Book your free 45-minute assessment, or call first if you would rather ask a few questions.
Nothing to prepare. No sales pitch. A straight conversation about your firm.