Intake response gap
Symptom: Potential clients call or submit a form, but the next owner and follow-up deadline are not visible.
First fix to test: Create one intake queue with owner, status, source, next touch, and stale-lead review.
Personal injury firms
Workflow audit for personal injury law firms.
Personal injury firms can lose value before a matter is even opened: missed intake calls, slow follow-up, incomplete documents, medical-record chasing, and unclear case-status updates. The audit finds where ownership drops between intake, staff, attorneys, and existing tools.
First teardown stays generic: no client names, matter facts, legal strategy, privileged material, documents, or credentials.
Example workflow
Lead intake -> conflict/fit screen -> consultation -> document request -> matter setup -> status update rhythm
Best fit: PI firms handling a steady flow of consultation requests, document collection, medical-record follow-up, and recurring client-status questions.
What usually leaks
Three handoffs worth checking first.
Document collection drag
Symptom: Staff repeatedly chase the same missing documents, forms, or signed authorizations by memory.
First fix to test: Turn document requests into a reusable checklist with status, next reminder, and escalation owner.
Status-update loop
Symptom: Clients ask for updates because the firm has no simple rhythm for proactive case-status communication.
First fix to test: Define the status cadence, template, owner, and exception path for one common matter stage.
Paid path
Start with evidence, not a system rebuild.
Free teardown
15 minutes
Send one generic workflow and get the most likely first leak.
Paid diagnostic
$300-$500
Get a written map, leak score, quick-win backlog, and sprint go/no-go.
5-day fix sprint
$1,500-$3,000
Implement one or two low-risk workflow fixes with existing tools where possible.
Next step
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.