You’ll know the issues and how to fix them. The Operations Snapshot is your firm’s diagnostic checkup - a fast, high-impact engagement that reveals what’s working, what’s not, and the smartest next steps to take.
We deliver a clear, outside perspective on your firm today: where things are today and how to close the gap to achieve your vision for the practice. You’ll walk away with a clear picture of your current operations, tech, and roles plus a prioritized plan to boost efficiency, reduce stress, and set the stage for growth.
Strategy workshops to map out your firm’s current challenges and align to your goals.
A full review of your systems, roles, and workflows from intake through delivery.
A client’s-eye view of your intake process, tested by our team.
A compiled current-state map, health scorecard, and ranked priority list.
A debrief session walking you through findings, quick wins, and next steps.
Strategy Workshop: Map what’s working, what’s not, and align on goals.
Firm Checkup: Review systems, case flow, and roles.
Client Experience Test: We “mystery shop” your intake as if we were a new client.
Current-State Map: Simple visual of how your firm runs today.
Quick Wins: Immediate fixes that save time or stress.
Priority List: Ranked recommendations across staffing, systems, and CX.
Firm Health Scorecard: Snapshot of strengths, risks, and blind spots.
You will receive a booking link immediately after purchasing. Schedule your kickoff call with us to get started.
This is a lightweight engagement with heavyweight impact. Most firms complete this in 7–10 days, requiring less than 4 hours of your time. It’s perfect for firms ready to make smart improvements without a huge time commitment.
You’ll know the issues and how to fix them. The Operations Snapshot is your firm’s diagnostic checkup - a fast, high-impact engagement that reveals what’s working, what’s not, and the smartest next steps to take.
We deliver a clear, outside perspective on your firm today: where things are today and how to close the gap to achieve your vision for the practice. You’ll walk away with a clear picture of your current operations, tech, and roles plus a prioritized plan to boost efficiency, reduce stress, and set the stage for growth.
Strategy workshops to map out your firm’s current challenges and align to your goals.
A full review of your systems, roles, and workflows from intake through delivery.
A client’s-eye view of your intake process, tested by our team.
A compiled current-state map, health scorecard, and ranked priority list.
A debrief session walking you through findings, quick wins, and next steps.
Strategy Workshop: Map what’s working, what’s not, and align on goals.
Firm Checkup: Review systems, case flow, and roles.
Client Experience Test: We “mystery shop” your intake as if we were a new client.
Current-State Map: Simple visual of how your firm runs today.
Quick Wins: Immediate fixes that save time or stress.
Priority List: Ranked recommendations across staffing, systems, and CX.
Firm Health Scorecard: Snapshot of strengths, risks, and blind spots.
You will receive a booking link immediately after purchasing. Schedule your kickoff call with us to get started.
This is a lightweight engagement with heavyweight impact. Most firms complete this in 7–10 days, requiring less than 4 hours of your time. It’s perfect for firms ready to make smart improvements without a huge time commitment.
