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Free assessment

Legal — Small Firm operations audit

Where your firm is leaking billables, conflict-check exposure, and client-status drag. Intake, deadlines, time capture, status updates. 6 questions, ~3 minutes — written assessment back in 1 business day.

Tell us about your operations

1.How many attorneys at the firm?
2.What happens when a prospective client calls about a new matter?
3.How do you run conflict checks before opening a new matter?
4.How do attorneys capture billable time?

Industry baseline: lawyers under-capture 1-2 billable hours per day on memory-based timekeeping.

5.How often do clients call asking "what's happening with my case"?
6.How are court deadlines + statute-of-limitations dates tracked?

We'll send a written assessment to your email within 1 business day. No spam, no auto-enrolled drip — just the assessment and a follow-up if you want one.

What you'll get back

A concrete written assessment based on your answers — not a generic deck. Areas we cover for Legal — Small Firm businesses:

  • Intake conversion (how many calls become matters vs. lost to slow response)
  • Conflict-check rigor — exposure from memory-based checks
  • Time-capture leakage (industry baseline: 1-2 hours/day under-captured on memory timekeeping)
  • Client-status drag (partner hours spent on "where's my case" calls)
  • Court-deadline tracking discipline + statute-of-limitations safety

See how it actually works

What AI handles for Legal — Small Firm, end-to-end

Six steps from first ring to a matter in Clio: AI answers, qualifies, runs the conflict check, books, sends intake forms, creates the case. What it does NOT do: give legal advice. 1.5 min walkthrough.

Want to talk before submitting?

We can also do a 15-minute intro call about whether managed AI ops makes sense for your Legal — Small Firm business.

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