Law Firm Systems Working Assessment

A focused, 90-minute structured working assessment designed to identify what is actually limiting your firm—and where to start.

Before the session, we review key operational, financial, and performance information provided by your firm so we can make the most informed assessment possible. This allows us to identify areas that may be creating operational strain, limiting growth, impacting profitability, reducing efficiency, or preventing your systems from supporting the business you are trying to build.

The depth of our review depends on the information available. Some firms come with robust reporting and visibility into performance, while others are still building operational clarity. Both are completely fine—we meet firms where they are. The more visibility we have in advance, the more specific, practical, and actionable our recommendations become.

During the working assessment, we work together to identify:

• What feels most frustrating, inefficient, or difficult in day-to-day operations
• Where time, money, capacity, or accountability may be leaking
• Operational bottlenecks affecting growth, profitability, or client experience
• Staffing, workflow, intake, billing, or leadership challenges creating strain
• Systems or processes that may no longer support the current size or complexity of the firm
• Gaps in communication, visibility, reporting, or operational ownership
• Which single priority area would create the greatest immediate impact if improved

Rather than trying to solve everything at once, we focus on identifying the highest-impact area to address first.

Following the working assessment, you receive:

• A high-level assessment of key findings
• Areas of operational opportunity and potential risk
• Recommended priorities based on impact and practicality
• A focused path forward centered around one meaningful area of improvement first
• Clear recommendations for where systems, accountability, or structure may need strengthening

Best Information to Provide Before the Working Assessment

Not every firm will have all of this information available—and that is completely okay. We work with what exists.

To make the session as valuable as possible, we recommend sharing available materials 3–5 business days prior to the meeting for advance review.

Financial & Performance Visibility

The stronger the financial visibility, the stronger the operational assessment.

Ideally include:

• Last 12 months of firm revenue (monthly, if available)
• Profit & Loss Statement (last 12 months)
• Budget or financial targets (if one exists)
• Accounts Receivable Aging Report
• WIP (Work in Progress) Report
• Realization and collection data (if tracked)
• Attorney billable hours and utilization reports
• Revenue by attorney or practice area (if available)
• Write-offs, discounts, or billing adjustment trends (if tracked)

Intake & Sales Performance

Understanding how work enters the firm often reveals hidden operational constraints.

Helpful information includes:

• Current intake process or workflow
• CRM or intake platform information (Lawmatics, Clio Grow, etc.)
• Current follow-up and lead nurturing process

Operations & Capacity

This helps us understand whether systems and staffing are aligned with workload and growth goals.

Helpful materials include:

• Current organizational chart
• Team structure and role responsibilities
• Open positions or hiring challenges
• Caseload by attorney and/or paralegal
• Existing SOPs, workflows, or process documentation
• Meeting cadence or accountability structure
• Technology stack (case management, billing, intake, communication systems)
• Current reporting or KPI tracking

Client Experience & Workflow

Client experience often reflects operational health.

Helpful information includes:

• Current client journey from intake through matter completion
• Recurring client frustrations or pain points

Our Goal

By the end of the session, you should have a stronger understanding of what may be holding the firm back, what matters most right now, and where focused effort is most likely to create meaningful improvements in time, profitability, operational stability, and sustainable growth.