Operational Assessment
A comprehensive review of your firm's operations — 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 need a comprehensive view of what's working, what's creating friction, and what should be addressed first.
Investment: $1,500–$2,500 | Timeline: 2–3 weeks
What We Evaluate
A clear look at how your firm actually operates.
The assessment looks beyond individual pain points to identify how the different parts of your firm's operations are working together — and where they're not.
Leadership & Administrative Structure
Who owns what, where decisions are being made, and whether too much operational responsibility is landing on attorneys.
Workflows & Processes
How recurring work moves through the firm, where handoffs break down, and which processes depend too heavily on individual knowledge.
Billing & Collections
How consistently time becomes invoices, invoices become collections, and leadership gets visibility into outstanding revenue.
Technology & Systems
Whether your systems support the way your firm works or create duplication, workarounds, and unnecessary administrative effort.
People & HR Operations
The structure supporting onboarding, roles, responsibilities, documentation, and employee transitions.
Vendors & Administrative Resources
How outside vendors, subscriptions, contracts, and recurring administrative expenses are managed.
Management Visibility
Whether firm leadership has the information needed to identify problems and make operational decisions without piecing it together manually.
Not another report that sits in a folder.
At the end of the assessment, you'll have a clearer picture of what's working, what's creating friction, and what deserves attention first.
Operational Findings
A clear assessment of the firm's current operational structure and areas of concern.
Prioritized Roadmap
Recommendations organized around what should be addressed first rather than an overwhelming list of everything that could be improved.
Practical Next Steps
Specific actions your firm can take to strengthen processes, systems, accountability, and visibility.
Implementation Options
Take the roadmap and implement it internally, engage Iridian Edge for a focused project, use Iridian Advance™ for ongoing guidance, or move into Fractional Firm Administration.
Is an Operational Assessment Right for Your Firm?
An Operational Assessment may be a good starting point if:
Your firm has grown, but its internal processes haven't grown with it.
Attorneys are spending too much time handling administrative issues.
Billing, collections, workflows, or reporting feel inconsistent.
Important processes live in employees' heads rather than documented systems.
You've added technology but aren't sure it's actually making the firm more efficient.
You're considering hiring administrative staff but aren't sure what role you really need.
You know something isn't working operationally but aren't sure where to start.
Iridian EdgeScore™ vs. Iridian Focus™ vs. Operational Assessment
Not sure which starting point you need?
Iridian EdgeScore™ is a complimentary five-minute self-assessment that gives you an immediate snapshot of seven areas of your firm's operational health.
Iridian Focus™ is for firms that already know the specific operational issue they want to address. We take a closer look at that one issue and provide a practical action plan for moving forward.
The Operational Assessment is a deeper, consultant-led review of how your firm actually operates. We examine the systems, workflows, responsibilities, and friction behind the score and develop a prioritized roadmap for improvement.
Not sure where your firm stands? Start with the complimentary Iridian EdgeScore™.
Know Something Isn't Working, But Not Sure What?
The Operational Assessment gives you a clear picture of where operational friction is coming from, what deserves attention first, and what to do about it.
Investment: $1,500–$2,500
Timeline: 2–3 weeks