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Tech Stack & Automation Audit
Streamline your systems, eliminate tool fatigue, and unlock automation opportunities with a strategic audit of your firm’s technology. Whether you're overwhelmed by disjointed tools or unsure if you're truly leveraging your platforms, this consulting engagement will help you clean up your tech stack and find smarter ways to work.
This isn’t just a list of what you’re using, we dive deep into how your tools interact, what’s slowing you down, and where automation can save you time (and sanity).
What to Expect:
Tool Inventory & Workflow Analysis: We’ll review your current tech stack, including your CMS, CRM, intake systems, calendar tools, e-sign platforms, and more. We’ll map how your tools interact with your workflows and where breakdowns occur.
Pain Point & Redundancy Identification: You’ll receive an analysis of where tools are overlapping, underutilized, or causing friction in your day-to-day. We’ll also identify what’s missing - and where you're spending time manually that you shouldn't be.
Automation Opportunity Mapping: We’ll highlight areas where automation could replace repetitive tasks or streamline processes across intake, onboarding, communications, and task management.
Upgrade & Integration Recommendations: Based on your needs and growth goals, we’ll recommend smarter tools, workflow improvements, and key automations to enhance efficiency, reduce errors, and improve client experience.
Deliverables:
Tech Stack Inventory & Usage Report
Pain Points & Redundancy Summary
Workflow Automation Opportunity Map
Upgrade Recommendations by Category (with links, costs, and pros/cons)
Quick-Win Automation Suggestions using existing tools
Automation Blueprint Design (if applicable)
Video walkthrough and PDF summary
Next Step After Purchase:
After checkout, you’ll receive a link to book your kickoff call. We'll gather some initial details about your firm, then dive into the analysis together.
The Details:
Most audits wrap in 2–3 weeks with minimal lift from you, just a few key logins and one discovery call. We do the digging and untangle the chaos. You walk away with a clear, tech-powered path forward.
This is ideal for firms who:
Feel buried in tools but not sure what’s working
Suspect they’re overpaying for overlapping platforms
Want to automate but don’t know where to begin
Are preparing to grow and need better systems in place
Limitations of this service: This is a planning engagement, not implementation. It does not include (but can be added on later):
Data migration or live tool setup
Custom integrations or automations
Platform onboarding or team training
Workflow redesign (see Automation Design or CMS Optimization for that)
Bottom line? You don’t need more tools, you need the right tools working the right way. We’ll help you clean it up and scale it smart.
Streamline your systems, eliminate tool fatigue, and unlock automation opportunities with a strategic audit of your firm’s technology. Whether you're overwhelmed by disjointed tools or unsure if you're truly leveraging your platforms, this consulting engagement will help you clean up your tech stack and find smarter ways to work.
This isn’t just a list of what you’re using, we dive deep into how your tools interact, what’s slowing you down, and where automation can save you time (and sanity).
What to Expect:
Tool Inventory & Workflow Analysis: We’ll review your current tech stack, including your CMS, CRM, intake systems, calendar tools, e-sign platforms, and more. We’ll map how your tools interact with your workflows and where breakdowns occur.
Pain Point & Redundancy Identification: You’ll receive an analysis of where tools are overlapping, underutilized, or causing friction in your day-to-day. We’ll also identify what’s missing - and where you're spending time manually that you shouldn't be.
Automation Opportunity Mapping: We’ll highlight areas where automation could replace repetitive tasks or streamline processes across intake, onboarding, communications, and task management.
Upgrade & Integration Recommendations: Based on your needs and growth goals, we’ll recommend smarter tools, workflow improvements, and key automations to enhance efficiency, reduce errors, and improve client experience.
Deliverables:
Tech Stack Inventory & Usage Report
Pain Points & Redundancy Summary
Workflow Automation Opportunity Map
Upgrade Recommendations by Category (with links, costs, and pros/cons)
Quick-Win Automation Suggestions using existing tools
Automation Blueprint Design (if applicable)
Video walkthrough and PDF summary
Next Step After Purchase:
After checkout, you’ll receive a link to book your kickoff call. We'll gather some initial details about your firm, then dive into the analysis together.
The Details:
Most audits wrap in 2–3 weeks with minimal lift from you, just a few key logins and one discovery call. We do the digging and untangle the chaos. You walk away with a clear, tech-powered path forward.
This is ideal for firms who:
Feel buried in tools but not sure what’s working
Suspect they’re overpaying for overlapping platforms
Want to automate but don’t know where to begin
Are preparing to grow and need better systems in place
Limitations of this service: This is a planning engagement, not implementation. It does not include (but can be added on later):
Data migration or live tool setup
Custom integrations or automations
Platform onboarding or team training
Workflow redesign (see Automation Design or CMS Optimization for that)
Bottom line? You don’t need more tools, you need the right tools working the right way. We’ll help you clean it up and scale it smart.