A Legal Workflow Audit, Built for Solo & Small Firms
A structured, paid diagnostic across capture, convert, and keep — you leave with a scored roadmap, not a sales pitch.
Is this the right fit?
- You’re not sure which leak is costing you the most
- You want a second opinion before committing budget to a build
- You’d rather pay for clarity than guess
What's included
- A structured audit across all three pillars
- A scored roadmap ranked by impact and effort
- A 30-minute walkthrough call with Dele
- No obligation to build anything after
Leaks this tier is built to fix
You know something is leaking, not where
A pillar-by-pillar audit that scores where inquiries, consults, and clients actually drop off.
Every vendor recommends what they happen to sell
A ranked roadmap tied to impact and effort — including the items you should not pay anyone to build.
Representative outcomes
Solo estate-planning practice
Roadmap identified two leaks worth more than the build budget
Target outcome — representative, not an individual client result.
Questions
Is this the same as the free assessment?
No. The free assessment is a quick self-score. This is a paid, structured audit with a human walkthrough and a written roadmap.
Do I have to build with you afterward?
No. Some firms take the roadmap and build in-house or with another vendor. Most continue with us because the roadmap already reflects our scoping.
Not sure this is the right tier?
Take the free Practice Operations Assessment. It scores where you are losing clients across capture, convert, and keep, then points you at the tier that fixes your biggest leak first.