Best fit: small and mid-sized firms using tools like Clio, Clio Grow, Lawmatics, Zapier, Google Workspace, Microsoft 365, Ruby, Smith.ai, or similar systems.
Not for legal advice, replacing your practice-management system, speculative AI strategy, or handling confidential client data before a proper engagement.
If you want to self-score first, use the printable checklist and send back only the lowest-scoring section. That is enough for a useful first teardown.
If you want to see the paid diagnostic shape before replying, the sample report shows the workflow map, leak scorecard, fix backlog, and sprint recommendation using a fictional workflow.
Score one workflowEstimate intake leakView sample reportOpen printable checklistDownload PDF checklistStart with one workflow