Automation Audit

Our Service

The audit identifies and provides a business case for the major opportunities for business improvement through automation technology.  It allows you to benchmark your firm against sector best practice.  The audit comprises the following steps:

  • Identify, map and rank frequently used precedents and document templates. Analysis of most frequently-used precedents and templates

  • Structured interview and sampling of user attitudes to and experience of, current precedent resources

  • Structured interviews with practice management to identify alignment of precedent resources with key business priorities

  • Audit and benchmark of human resources available to support precedent assets

  • Analysis and benchmarking of how effectively precedent resources are used to enhance the client experience and drive loyalty

  • A detailed summary identifying key findings and making actionable recommendations

Automation Audit

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