The audit
One session, then a written answer you can act on.
There is no software to install, no questionnaire to fill in on your own time, and nothing for your staff to prepare. You give us a couple of hours and we do the work.
How it runs
- A 30 minute call first, no charge. You describe how work moves through the firm. We tell you whether there is enough here to be worth paying for. If there is not, that is the end of it and it has cost you half an hour.
- The session, two to three hours, booked as one block. A screen share. You work, we watch and ask questions. Where does a matter start. Who re-types what. What gets chased. What sits in one person's head. Which systems do not talk to each other. We do not lecture you about your own business, we ask about it.
- We check what your systems actually ship. Between the session and the document we go and read what your specific products do on your specific plan tier, including what is sitting one tier above you and what it would cost to get there.
- The written answer, inside a week. Named products, named settings, prices, and an order to do things in.
- A call to walk through it. One hour. You can push back and we can be wrong, which is easier to sort out in conversation than over email.
What the document contains
- Already paid for, not switched on. The specific features inside your current subscriptions, what each one would change, and how long it takes to turn on.
- One tier up. Where the thing you need is real but sits on a plan you are not on, with the actual price difference so you can decide rather than guess.
- Worth buying. Named products with prices. Some of these are forty dollars a month. We are not going to dress a cheap answer up as a big one.
- Worth building. Only where nothing off the shelf fits the way you work. Sized to the job, with a rough cost so you can compare it against doing nothing.
- Leave alone. With the reason. This is usually the longest section and it is the part people quote back to us.
- Do this first. One thing. Not a roadmap with fourteen items you will never start.
What it does not include
Worth being clear, because these are the things people assume are in it.
- We do not touch your client files. No logins, no exports, no documents. The audit works by watching how the work moves, not by reading what is in it.
- It is not a security review. A lot of what is sold as an AI assessment is a permissions and file-sharing clean-up with an AI label on it. That work is worth doing, it is just not this, and your IT provider is better placed to do it.
- It is not a score. Nobody has ever made a decision because they were told they are a 3.4 out of 5.
- It is not a sales document. We do sometimes build things afterward, and that is exactly why the recommendation has to survive you asking whether we are only saying it because we would be the ones paid to do it. If it cannot survive that question, it does not go in.
What it costs
The session, the written answer, and the walkthrough call. Credited in full against any build started within 60 days.
Everything above, plus a written section on what you are permitted to use, who checks the output, and what needs to be on paper. Credited the same way.
Fixed price, agreed before we start. No hourly billing and no change orders. If the work turns out to be bigger than it looked, that is our problem, not a second invoice.
The difference is a deliverable, not a category. The governance section is real work and it is the part that has to hold up if a regulator or a client asks. Advisory and wealth firms nearly always want it. Most law firms do not. Anyone can buy either.