Case Operations Audit

Two weeks. $5,000. You keep the findings either way.

What It Is

A structured diagnostic across your lead-to-settlement pipeline. We work from your real case data rather than a questionnaire, and produce baselines you can act on with or without us.

What We Analyse

  • Lead, intake, qualification and follow-up conversion
  • Response time and follow-up completion
  • Records, demand and settlement cycle times
  • Deadline and critical-date workflow assessment
  • Where case managers spend time on manual work

What You Receive

  • Written findings with quantified operational leaks, ranked by cost
  • Baseline KPIs with a documented measurement method for each
  • A costed action plan
  • A 60-minute findings presentation

The Guarantee

If the audit does not identify at least three quantified, measurable operational leaks, you pay nothing and keep the report.

What We Need From You

  • Read access to your case management system
  • Historical intake and lead data
  • Around six stakeholder interviews, thirty minutes each
  • A named point of contact

Timeline

WhenWhat Happens
Week 030-minute call to confirm the audit makes sense
Weeks 1 to 2Analysis and stakeholder interviews
Week 3Findings delivered and presented

Book a 30-minute call

Confirm whether the audit makes sense for your firm.

Book a 30-minute call

Serving personal injury and plaintiff firms across the United States