What a Case Operations Audit Finds

A Case Operations Audit is a two-week review of your firm's real data. It gives you findings you can use even if you never hire us to build anything.

Five Areas We Review

Lead conversion

We check where leads come from and where they drop off before signing.

Response and follow-up

We measure response times and whether planned follow-ups happen.

Case timing

We measure the stages from signed case to records collection and demand through settlement.

Critical dates

We review how the firm tracks deadlines and alerts the right people.

Manual work

We observe repeated tasks and speak with the people doing them.

Why We Use Real Data

Team interviews explain the context. System records help show what actually happened. We use read access and historical lead data alongside about six interviews lasting 30 minutes each.

What You Receive

You get a written report with measurable problems ranked by cost. Each starting metric has a documented method. You also receive a costed plan and a 60-minute findings presentation.

Our Guarantee

If we find fewer than three measurable operational problems the audit is free. You keep the report.

What Happens Next?

Your team can use the findings itself. You can also choose Workflow Deployment to have us build the agreed solution.