Get Your Free Law Firm Assessment Now
A 3-minute diagnostic to reveal what’s slowing your firm down. Your results will highlight bottlenecks in your people, process, and tech so you know exactly where to focus next.
Your name
*
First and last name
Email
*
example@example.com
What type of law does your firm primarily practice?
Please Select
Immigration
Personal Injury
Criminal Defense
Family Law
Estate Planning
Business / Corporate
Civil Litigation
Real Estate
Other (please specify)
How many people work in your firm?
Just me
2–4
5–10
11–20
20+
Intake & Leads
If intake feels messy, you’re not alone. Let’s see what’s really going on.
We have a reliable way to track every lead from first contact to consult.
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
Consults are scheduled automatically with reminders.
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
I feel confident we don’t lose leads due to missed follow-up.
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
People & Roles
If you've ever thought “Why am I doing this?”, this section will hit home.
Everyone on my team knows exactly who owns what in each case stage.
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
Staff handoffs are clear and smooth.
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
I’m not personally acting as the bottleneck for routine tasks.
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
Case Workflow & Systems
How much of your workflow lives in your head? Be honest.
Our case workflow is documented and followed consistently.
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
We use technology to reduce manual work (not add to it).
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
Our tools (Clio/Filevine/Monday/etc.) reflect how we actually work.
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
Client Experience & Communications
A smooth client experience shouldn’t require heroic effort.
Clients receive updates without me or staff manually remembering.
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
The client experience is consistent across the entire lifecycle.
1 – Not at all
2 – Sometimes
3 – Mostly
4 – Almost always
5 – Always
Burnout & Bottlenecks
If everything feels urgent, you’re in the right section.
I regularly feel reactive or overwhelmed by day-to-day ops.
1 – Every day
2 – Often
3 – Sometimes
4 – Rarely
5 – Never
My team often comes to me with questions they should already know.
1 – Every day
2 – Often
3 – Sometimes
4 – Rarely
5 – Never
Open Questions
Imagine you’re venting to a friend who actually knows ops.
What’s the biggest operational challenge you’d fix if you could wave a magic wand?
Anything else you'd like us to know?
Submit
Total Score
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