Law Firm Efficiency Audit

Instructions

1Review each statement.

2Check the boxes you agree with.

3Leave unchecked if not consistently true

4Use the scoring guide below for each section

Progress

0 / 20 checked

1

Legal Execution Support

Score: 0 / 5

We have consistent support for drafting and discovery Casework does not stall due to lack of resources Attorneys are not overloaded with execution tasks Trial prep and case management are well-supported Support capacity can adjust as workload changes

0 / 5 statements checked

2

Administrative Support

Score: 0 / 5

Intake is handled without attorney involvement Scheduling is fully managed without attorneys Client communication is consistent and timely Administrative work does not interrupt legal work We have enough support during busy periods

0 / 5 statements checked

3

Revenue Support

Score: 0 / 5

Billing is handled consistently Invoices are sent without delay Collections are actively managed Attorneys are not involved in payment follow-up Revenue processes are reliable and predictable

0 / 5 statements checked

4

Flexibility & Scalability

Score: 0 / 5

Support capacity increases when workload rises We are not forced to hire for short-term demand Staff are not underutilized during slower periods We can scale without long hiring cycles Our structure adapts to workload fluctuations

0 / 5 statements checked

Your Results

Review each section individually to identify where your firm may benefit from additional support or process improvements.

Scoring Guide

5 / 5 — Strong Support This area is well-supported with consistent systems and efficient workflows.

3–4 / 5 — Moderate Gap There are inefficiencies or inconsistencies that may be impacting productivity or consistency.

0–2 / 5 — Critical Gap This area may be creating bottlenecks, increasing attorney workload, or limiting efficiency and growth.

Your Section Scores

Section 1 — Legal Execution Support 0/5 —

Section 2 — Administrative Support 0/5 —

Section 3 — Revenue Support 0/5 —

Section 4 — Flexibility & Scalability 0/5 —

What Your Results Mean

If one or more sections score low, your firm may be experiencing gaps that can impact day-to-day operations and overall performance, such as:

Attorney time being spent on non-billable or low-value work
Delays in case progression or task completion
Inconsistent client communication or experience
Missed or delayed revenue opportunities

Most firms aren’t limited by demand. They’re limited by gaps in how work is supported, managed, and completed across the firm.

Next Step: Review Your Results with Us

If you’d like a clearer understanding of your results, we can review them with you and help you identify:

Which gaps are having the greatest impact on your time and revenue
What to address first without overhiring
What a more effective support structure could look like for your firm

We’ll turn your results into a clear, practical plan you can act on.

Contact Us to Request Your Audit Review →

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Law Firm Efficiency Audit

Your Results