OPTIMIZE | Step 1
Find Where Your Firm Loses Time
$5000 | Two weeks of analysis
You keep the findings whether or not you work with us again.
What We Do
We review how work moves from a new lead to settlement. We use real case data to measure where progress slows and what needs fixing.
What We Review
- How leads move through intake and qualification
- How follow-up affects signed cases
- Response times and completed follow-ups
- Time spent waiting for records
- Time to demand and settlement
- How deadlines and critical dates are tracked
- Time case managers spend on manual work
What You Receive
- A written report of measurable problems ranked by cost
- Starting performance numbers with an explanation of how each was measured
- An action plan with costs
- A 60-minute session to explain the findings
Our Guarantee
If we cannot identify at least three measurable operational problems you pay nothing. You still keep the report.
What We Need
- Read access to your case management system
- Past intake and lead data
- About six team interviews lasting 30 minutes each
- One main contact on your team
Timeline
| When | What Happens |
|---|---|
| Week 0 | A 30-minute call to check whether the audit fits |
| Weeks 1 to 2 | Data review and team interviews |
| Week 3 | Report delivery and findings presentation |
Is the Audit Right for Your Firm?
Book a 30-minute call to find out.
Get Started