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