Understand where you stand.
Before committing budget to implementation, get a clear picture of where the real opportunities are — and which ones are worth pursuing first.
A focused review before the big commitment.
You suspect there are efficiency opportunities, but you can't prioritize them. A full assessment feels premature when you're not sure the opportunity is big enough to justify it. You need a quick, honest answer: is there something here worth pursuing, and if so, where should you start?
We conduct a focused 1–2 week review of your core workflows — the processes your team runs every day that consume the most time relative to their complexity. We interview key staff, observe actual workflows, review your current tools and data, and produce a concrete shortlist of opportunities ranked by impact and feasibility.
What you get
- Workflow inventory — documented map of 8–12 workflows with time estimates and friction points
- Top 3–5 opportunities ranked by time savings, implementation difficulty, and estimated ROI
- Quick-win recommendations — at least one improvement implementable within 30 days using tools you already have
- Technology fit assessment — which current tools support automation and where gaps exist
- 2-page executive summary your leadership team can review in 10 minutes
- 30-minute debrief call to walk through findings
How it works
- Kickoff (Day 1) — 30-minute call to confirm scope, identify key staff, and schedule access
- Discovery (Days 2–7) — Staff interviews (30 min each, 4–6 people), system walkthroughs, and document samples
- Analysis (Days 8–10) — We synthesize findings, score opportunities, and prepare the deliverable
- Delivery (Days 10–14) — Written report delivered + debrief call scheduled
Your team's time: approximately 4–6 hours across 2 weeks.
Pricing
| Scope | Price |
|---|---|
| Small firm (2–10 people, 1 location) | $2,500 |
| Mid-size firm (10–30 people, 1–2 locations) | $3,500 |
| Larger firm (30+ people, multiple departments) | $5,000 |
The comprehensive audit for bigger decisions.
Piecemeal improvements aren't enough. You need a thorough picture: what's working, what's not, where the data is, and what sequence of changes would produce the most value with the least disruption.
We conduct a thorough audit of your organization's processes, systems, data infrastructure, and team readiness. This goes deeper than a Quick Scan — we examine every department in scope, assess technical foundations, evaluate compliance requirements, and produce a detailed roadmap with phased recommendations.
What you get
- Detailed process map with time analysis and bottlenecks
- Systems audit — tools, data flows, integration gaps
- Data readiness + team readiness evaluations
- Opportunity matrix scored by impact, feasibility, and priority
- Phased implementation roadmap
- Risk assessment with mitigations
- 15–20 slide executive presentation
- 60-minute strategy session
How it works
- Scoping (Week 1) — Define assessment boundaries, identify stakeholders, schedule interviews, request system access
- Discovery (Weeks 2–3) — On-site and remote interviews (45–60 min each, 8–15 people), system walkthroughs, data sampling, process observation
- Analysis (Weeks 3–4) — Synthesize findings, build opportunity matrix, develop roadmap, prepare deliverables
- Delivery (Weeks 4–5) — Written report, executive presentation, and strategy session
Your team's time: approximately 15–25 hours across 4–5 weeks, distributed across multiple staff members.
Pricing
| Scope | Price |
|---|---|
| Single department or practice area | $7,500 |
| Multi-department (2–4) | $10,000 |
| Organization-wide (5+ depts / multi-location) | $12,500–$15,000 |