A Legal Tech Audit is a structured review of how your firm’s tools, workflows, and people interact in real life.

Not the ideal process. Not the version in your head. The version your team uses every day.

The audit looks at:

• How leads come in and how follow-up really happens
• Where information gets duplicated or lost
• How tasks are assigned, tracked, and completed
• Where documents live and how they are reused
• How handoffs happen between attorneys and staff
• Which tools support the work and which ones create work

The goal is clarity, not disruption.

Who This Is For

This audit is designed for firms that are functioning but feel disorganized.

You may recognize some of this:

• Intake comes from multiple places and follow-up varies by person
• Staff asks the same questions repeatedly because answers live in different systems
• Work slows down when one person is out because ownership is unclear
• You hesitate to hire because systems already feel stretched
• You suspect there are inefficiencies but cannot see them clearly

Nothing is broken. It just takes too much effort to keep things moving.

What the Audit Fixes

The audit focuses on removing friction that compounds over time.

That includes:

• Bottlenecks caused by unclear handoffs
• Redundant steps that add no value
• Manual work filling gaps between tools
• Risk points where errors are more likely
• Processes that depend on one person’s memory

You end up with fewer dropped balls and fewer moments where work stalls for no obvious reason.

What You Receive

This is not a generic recommendations document.

You receive:

• A written audit report that explains what is working and what is slowing things down
• Clear flags for risk, redundancy, and inefficiency
• A prioritized 30, 60, and 90 day roadmap
• Specific next actions that make sense in sequence
• Quick wins that reduce friction immediately, often using tools you already have

You will know what to address first and what can safely wait.

How the Process Works

The audit is designed to respect your time and your team’s workload.

The process includes:

• A guided intake questionnaire completed through a secure portal
• A workflow walkthrough focused on how work actually happens
• A review of systems, tools, and handoffs
• Delivery of your audit report and action plan

Many firms complete the audit without granting system access. Walkthroughs and exports are often enough. When access is helpful, it is limited, temporary, and purposeful.

What This Is Not

This audit does not force software changes.

It does not require a full rebuild.

It does not lock you into implementation services.

You can execute the roadmap internally, work with existing vendors, or request optional support later. The audit exists to give you clarity and control first.

Why Firms Do This Before Problems Get Bigger

• Small inefficiencies tend to hide until growth exposes them.
• Adding staff without clear workflows multiplies confusion. More clients increase intake pressure. More cases increase coordination risk.
• A Legal Tech Audit gives you a chance to clean things up while your firm is still manageable.

Ready to See What’s Really Slowing Your Firm Down?

If your systems feel heavier than they should and you want a clear, practical plan to fix that, the Legal Tech Audit is designed for exactly that stage.

Review details and secure your audit here: https://www.legalstacey.com/legal-tech-audit-for-attorneys