Legal Tech Audit
A calmer, cleaner tech stack—so your firm runs smoother (and faster).
If your tools feel “fine” but your team is still chasing info, duplicating work, or losing leads in the cracks, this audit turns your tech into a clear workflow—with quick wins you can implement immediately.
A map of what’s working, what’s redundant, and what’s costing time.
Standardized workflows your team can actually follow.
A prioritized plan so you know what to fix first (and what to ignore).
Does this sound familiar?
Intake feels leaky
Leads come in from multiple places, follow-up is inconsistent, and “hot” prospects cool off.
Work is duplicated
Info gets entered twice, documents are recreated, and tasks live in someone’s head.
Your tools don’t “talk”
Systems aren’t integrated, so your team bridges gaps manually (and mistakes happen).
What this audit fixes
Fewer
bottlenecks
We identify handoffs, unclear ownership, and broken processes that slow everything down.
Less tool sprawl and tech fatigue
We flag redundancies and simplify where it makes sense—without disrupting what’s already working.
Clean
workflows
You’ll get a system plan that scales—so adding team members doesn’t multiply confusion.
What’s included
This isn’t a vague “recommendations” doc. You’ll get a practical, prioritized audit that makes decisions easy.
Workflow + Tech Stack Review
We review your intake flow, case flow, documents, communication, tasks, and billing handoffs.
Risk + Redundancy Flags
Where systems break, where data is inconsistent, and where human error is most likely.
Automation Opportunities
Quick wins and longer-term upgrades (without forcing a full rebuild).
How it works
Intake Questionnaire
You share your tools, team roles, and where things feel messy.
System Review
We identify gaps, redundancies, and opportunities for simplification.
Report + Roadmap
You get a clear plan that reduces friction and improves consistency.
The foundation
What changes after the audit
This is for you if: you want your systems to feel light, clear, and reliable—without turning your next quarter into a painful tech project.
Choose the package that fits your team
Pricing is based on total team size (attorneys + staff) to reflect workflow complexity.
Do you have any questions? The solutions are here!
How does the Legal Tech Audit actually work?
The audit is designed to be self-paced and low-disruption. You’ll get access to our secure audit portal, where you’ll complete guided intake steps and review instructions on your schedule. We analyze how your team, workflows, and systems work together across our 15 core operational pillars, then deliver clear, actionable findings.
Will you need access to all of our systems?
Not always. Many firms prefer a walkthrough-based or export-based review, which works well for most audits. If limited system access is helpful, we’ll keep it minimal, temporary, and purpose-driven. The goal is insight—not disruption or risk.
Is this audit limited to one specific software or platform?
No. The Legal Tech Audit is completely tool-agnostic. Whether you use Clio, MyCase, PracticePanther, Filevine, Outlook, Google Workspace, or a mix of tools, we focus on how information flows between people and systems— not on selling or forcing a particular platform.
What if our firm is “working fine,” just disorganized?
That’s exactly who this audit is built for. Most firms aren’t broken—they’re just carrying unnecessary friction. Small inefficiencies, unclear ownership, and inconsistent workflows quietly compound over time. This audit helps you clean those up before they turn into bigger problems.
What will we receive at the end of the audit?
You’ll receive a written audit summary and a prioritized 30 / 60 / 90-day roadmap. This roadmap shows you exactly what to address first, what can wait, and how to make progress without overwhelming your team. It’s designed to be practical, realistic, and aligned with how your firm actually operates.
Does this include implementation or system changes?
The Legal Tech Audit is a strategic and advisory engagement. It gives you clarity, structure, and direction—but not forced changes. Many firms choose to implement recommendations internally or with existing vendors. Optional implementation or automation support is available separately if you want help executing the roadmap.
How much time will this take from our team?
The audit is designed to respect your time. Most firms complete their intake steps in short, focused sessions rather than long meetings. Because it’s self-paced and portal-based, your team can participate without interrupting client work.
Is this audit appropriate for solo attorneys or small firms?
Yes. The audit scales to your firm size. Whether you’re a solo attorney or a growing team, the audit focuses on clarity, consistency, and systems that support growth—so you don’t outgrow your setup later.
This is for you if: you want your systems to feel light, clear, and reliable—without turning your next quarter into a painful tech project.
Time to invest wisely
Book your first session today and let’s build the business you know is possible.
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