Immigration firms
Immigration work creates heavy checklist and deadline pressure. The audit focuses on intake fit, document packets, client reminders, deadline visibility, and staff handoffs without asking for sensitive personal facts in the first teardown.
First teardown stays generic: no client names, matter facts, legal strategy, privileged material, documents, or credentials.
Example workflow
New inquiry -> fit screen -> checklist sent -> document packet review -> deadline tracking -> client reminder
Best fit: Immigration firms managing high-volume intake, document-heavy matters, client reminders, and deadline-sensitive handoffs.
What usually leaks
Symptom: A new inquiry gets discussed, but no one owns the next fit-screen step or close-the-loop message.
First fix to test: Define a generic fit-screen status, next action, owner, and response template for one inquiry type.
Symptom: Missing client documents are tracked across email threads, portals, spreadsheets, and staff memory.
First fix to test: Create one packet-status view with missing item, blocker, next reminder date, and accountable owner.
Symptom: Deadline awareness depends on manual checks instead of a visible next-action queue.
First fix to test: Add a deadline review list with stage, owner, next action, and weekly exception check.
Paid path
15 minutes
Send one generic workflow and get the most likely first leak.
$300-$500
Get a written map, leak score, quick-win backlog, and sprint go/no-go.
$1,500-$3,000
Implement one or two low-risk workflow fixes with existing tools where possible.
Use the scorecard if you want to self-check one workflow first. Use the request page if you want SideEye Labs to tear down one generic law-firm handoff.