Free Automation Audit
Discover how much time and money your firm could save with custom automation
Ready to Get Started?
Schedule a free 20-minute consultation to discuss your automation needs
Instant booking • No obligation • Get personalized recommendations
Or prefer to start with our assessment?
Fill out our questionnaire to help us prepare for your consultation
What's Included in Your Free Audit?
Workflow Analysis
We'll review your current intake, case management, and document processes to identify automation opportunities.
ROI Calculation
Get a detailed breakdown of potential time savings and cost reduction from automation.
Custom Roadmap
Receive a prioritized plan for implementing automation in your firm, starting with quick wins.
Takes 5-7 minutes • Get personalized recommendations
Or prefer a quick start?
Is Your Pipeline Running at Peak Performance?
Manual processes slowing your firm down? Losing cases to follow-up delays? Staff overwhelmed with repetitive tasks? Time to optimize your pipeline.
Our free audit identifies bottlenecks and opportunities across your entire case lifecycle pipeline
Build your pipeline to peak performance
Frequently Asked Questions
How long does the audit take?
The initial consultation is just 20 minutes. We'll ask about your current processes and pain points, then deliver a detailed audit report within 48 hours.
Is the audit really free?
Yes, completely free with no obligations. We believe in showing value upfront.
What happens after the audit?
You'll receive a detailed report with recommendations. If you'd like our help implementing the automations, we can discuss a custom solution for your firm.
What if we're not tech-savvy?
No problem! We handle all the technical implementation and provide training so anyone can use the systems we build.