WHAT YOU GET
AFTER two weeks.
This is a worked example of an Operations Audit report for a fictional 12-person law firm. Your report follows the same structure, using your own tools, hours and rates.
THE FIVE THINGS COSTING
THIS FIRM THE most.
a year spent on the five workflows below (illustrative)
a year estimated as recoverable after the fixes
to pay back a build from $15,000
The audit guarantee: if we can't identify at least $10,000 a year of recoverable value, we refund the $2,500. This sample is well above that line. Yours may not be, which is why the guarantee exists.
WHAT HAPPENS NOW,
WHAT IT costs.
Every finding shows what happens today, the hours involved, the cost per year and how much we estimate can be recovered. Cost = hours a week × hourly value of that person's time × 46 working weeks.
| # | Finding | Hrs / week | Time value | Cost / year | Recoverable |
|---|---|---|---|---|---|
| 01 | Intake details are typed into three systems Each new inquiry is entered in the shared inbox tracker, the practice-management system and the billing tool. | 6 | $45/hr | $12,420 | $9,936 (80%) |
| 02 | Documents are requested more than once at onboarding Staff email for the same documents two or three times, with no reminders and no single checklist. | 5 | $45/hr | $10,350 | $7,245 (70%) |
| 03 | The monthly pipeline report is assembled by hand A partner compiles matters, referrals and receivables from three systems into a spreadsheet each month. | 2 | $250/hr | $23,000 | $20,700 (90%) |
| 04 | Attorneys write routine client updates Standard "where things stand" emails are written case by case, so timing depends on who remembers. | 3 | $250/hr | $34,500 | $20,700 (60%) |
| 05 | Billing is reconciled by copying between systems Time entries and invoice data are copied across at month end and checked line by line. | 4 | $45/hr | $8,280 | $6,624 (80%) |
| Total | $88,550 | $65,205 |
Assumptions (illustrative): $45/hr for administrative staff time and $250/hr for attorney and partner time. In a real audit these come from your own payroll and billing rates. The recoverable share is our estimate per workflow, and the report explains each one.
WHAT TO FIX,
IN order.
A FIXED PRICE FOR
EACH phase.
| Phase | When | Covers | Build | Price |
|---|---|---|---|---|
| A · Connect the tools | Weeks 1–4 | Findings 01 and 05 | Operating Infrastructure | from $5,000 |
| B · Client onboarding and updates | Weeks 5–12 | Findings 02 and 04 | Client Pipeline System | from $10,000 |
| C · Live dashboard | Included with the builds above | Finding 03 | Operations Dashboard | included |
| Total investment (minimum prices) | from $15,000 | |||
At the estimated $65,205 a year, a build from $15,000 pays back in about 3 months. If you build with us within 60 days, the $2,500 audit fee is credited against it.
THE PARTS THIS PAGE
leaves out.
- A current-state map of every key workflow, from first inquiry to closed matter
- A tool audit: what you use, what it costs and how (or whether) it connects
- What breaks as you grow: the same findings at 20 and 30 people
- Tool and integration recommendations, matched to what you already own
- An appendix with the interview-notes summary and the full tool list
- A 30-minute walkthrough call to agree what to do first
SEE WHAT YOUR
FIRM'S NUMBERS say.
Start with a free estimate, or book a 15-minute call to see if an audit fits.