Operational Assessment

A comprehensive review of your firm's billing, staffing, and workflows — with a prioritized roadmap you can act on immediately.

You can't fix what you can't see.

Most firms know something's off — invoices go out late, staff time gets eaten by admin work, systems don't talk to each other — but can't pinpoint where the real drag is. The Operational Assessment finds it.

Over two to three weeks, we review how your firm actually runs: billing and collections, workflows, staffing structure, and technology. You get a prioritized roadmap of what to fix first and why — whether you implement it yourself or bring us in for ongoing support.

Good for: Firms that want clarity before committing to a bigger engagement.

Investment: $1,500–$2,500 | Timeline: 2–3 weeks