Fictional sample deliverable
Sample law firm ops leak diagnostic report.
This shows the shape of the $300-$500 diagnostic deliverable: workflow map, leak scoring, quick wins, fix backlog, and a go/no-go recommendation for a focused implementation sprint.
Executive summary
The sample firm responds quickly to obvious new leads, but ownership becomes unclear after the first contact attempt.
Highest-value leak
No single owner or automated follow-up rule for leads that do not answer the first call.
Likely impact
Warm prospects can stall for several days while staff manually remember follow-up.
Recommended next step
Run a 5-day fix sprint for lead ownership, follow-up reminders, and weekly stuck-leads visibility.
Go/no-go
Go, if the firm can name one intake owner and confirm current lead-status fields.
Workflow map
| Step | Trigger | Owner | Manual action | Failure mode |
|---|---|---|---|---|
| 1 | Web form or phone call arrives | Intake assistant | Create or update lead | Duplicate or incomplete source data |
| 2 | First call attempt made | Intake assistant | Add note manually | No standard next status if no answer |
| 3 | Prospect does not answer | Unclear | Staff may set reminder manually | Follow-up depends on memory |
| 4 | Consultation booked | Intake assistant | Copy notes into consult record | Notes may not map cleanly to matter setup |
| 5 | Partner reviews pipeline | Managing partner | Ask staff for updates | Stuck leads not visible without manual checking |
Scorecard
The lowest scores point to the first workflow worth fixing.
3
Lead intake
Leads are captured, but ownership after first contact is inconsistent
1
Follow-up
No standard no-answer or no-show sequence
3
Consultation to matter
Handoff exists but still uses copied notes
3
Documents and messages
Documents are tracked after matter setup
1
Weekly visibility
Partner view requires manual staff update
Fix backlog
Priority 1
Stale leads after no-answer calls
Fix candidate: Add no-answer status, auto-reminder, and owner queue
30-day metric: 90% of no-answer leads have next action within 24 hours
Priority 2
Partner cannot see stuck leads quickly
Fix candidate: Create weekly view/report for stale or unowned leads
30-day metric: Monday report reviewed without spreadsheet work
Priority 3
Consultation notes copied manually
Fix candidate: Define required consult fields and handoff checklist
30-day metric: Fewer missing notes at consultation
Recommended sprint scope
Make every no-answer lead owned, followed up, and visible within 24 hours.
Proposed price in this sample: $1,500-$2,000 assuming the firm already has a CRM or practice-management tool that supports statuses, reminders, and saved views.
What the buyer can decide
- Do nothing if no-answer leads are rare.
- DIY if an ops owner can configure the fix this week.
- Run a fix sprint if staff are busy or multiple tools are involved.
- Use retainer/monitoring only after the first fix proves value.