Self-score before the teardown

Find the weakest handoff in one workflow.

Score one generic workflow from new lead to next action. The result stays in the browser and creates a short teardown request if the score exposes a leak.

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Lead intake

  • Every lead has a clear owner within the first hour.
  • Lead source and contact path are captured without retyping.
  • Uncontacted leads are visible without asking staff.

Follow-up

  • No-response, no-show, and thinking-about-it prospects have default follow-up rules.
  • Reminders are created automatically.
  • Overdue follow-ups are visible in one place.

Consultation to matter

  • Retained matters trigger the right folders, tasks, and owner assignments.
  • Agreements, payment status, and missing documents are visible together.
  • Staff do not copy the same data between three or more systems.

Documents and messages

  • Emails, texts, forms, and uploads land in the right matter consistently.
  • Missing documents are tracked by matter and owner.
  • File naming and folder rules are written down.

Weekly visibility

  • Partners can see new, stale, and unassigned leads.
  • Overdue staff-owned tasks are visible before a client asks.
  • The firm knows which workflow step creates the most delay.