LIMITED: We only onboard 4 new firms per quarter — spots fill fast
FREE DOWNLOAD
67%
Of Firms still use manual intake
10-15
Hours wasted
weekly on admin
40
Checkpoints across
8 systems
Get Your Free Checklist Instantly
"We found 6 broken systems in the first 10 minutes. The ROI projections alone justified hiring an automation consultant."
— Managing Partner,
⚖
Client Intake & Onboarding
Are leads falling through the cracks? Score your capture, conflict checks, welcome sequences, and follow-up.
5 checkpoints
📅
Calendar & Scheduling
Self-booking, automated reminders, no-show recovery, and buffer management between appointments.
5 checkpoints
💰
Billing & Invoicing
Automated time tracking, recurring invoices, payment reminders, and collection workflows.
5 checkpoints
💬
Client Communication
Status updates, document requests, review generation, and multi-channel messaging on autopilot.
5 checkpoints
📄
Document Management
Templates, e-signatures, version control, and automated document assembly for every matter type.
5 checkpoints
📈
Reporting & Analytics
Revenue dashboards, matter tracking, team performance, and automated monthly reporting.
5 checkpoints
👥
Team & Task Management
Assignment workflows, deadline tracking, delegation rules, and capacity monitoring.
5 checkpoints
🌱
Marketing & Lead Gen
SEO, review management, referral tracking, content systems, and lead nurture sequences.
5 checkpoints
Most consultants hand you a generic checklist and disappear. We built this from real engagements with real firms — every item maps to a system we've actually implemented and measured.
This isn't theory. It's the same diagnostic we use in our paid discovery sessions, and we're giving it to you free because the firms that score themselves honestly always realize they need help executing.
50+
FIRMS OPTIMIZED
10K+
Hours Saved
for Clients
8
Core Systems
We Automate
Clarity
Map what you have.
Score every system honestly.
Architecture
Design the workflow before buying any tool!
Leverage
Automate the 20% that drives 80% of results.
Momemtum
Quick Wins first, then compound into full systems
Why free? Because 9 out of 10 firms that complete this checklist realize they need expert help to execute. We'd rather earn your trust with value than chase you with cold calls. But we only take 4 new firms per quarter — and Q2 slots are filling now.
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