Law Firm Operations Audit | Operitas Advisory

LAW FIRM OPERATIONS AUDIT

Find out exactly what's holding your firm back — and what to fix first.

Most firm owners can feel that operations are the problem. Fewer can name precisely where the breakdowns are, what they cost, and which fixes matter most. The Law Firm Operations Audit answers those questions with a structured, owner-level diagnosis and a practical, sequenced roadmap — for a fixed fee, in a defined timeframe.

For many firms the presenting question has gotten sharper: AI tools were adopted, and profit hasn't followed. The Audit traces exactly where that gap lives — in workflow, pricing, and reporting — because “we bought the software” was never the same thing as “the operation improved.”

What it addresses

Owner-dependency; inconsistent handling of matters and work product; unclear roles and responsibilities; fragmented information across tools; weak, late, or untrusted reporting; meetings without rhythm or outcomes; growth that added headcount but not capacity.

Scope

Review of core workflows (intake through delivery/billing), systems and tools, roles and accountability, management reporting and financial visibility, meeting and communication cadence, and the specific decisions and tasks that currently route through the owner.

Process

1. Kickoff and document/systems access.

2. Owner and key-staff interviews.

3. Workflow and reporting review.

4. Findings synthesis.

5. Roadmap presentation and working session with the owner.

Expect to invest about two to three hours of your time, with the Audit completed in two to three weeks.

Deliverables

A written operational assessment; an owner-dependency map (what routes through you and why); a prioritized improvement roadmap with sequencing and rationale; recommended next engagement scope — only if warranted.

Expected outcomes

Clarity on your true operational bottlenecks; a shared, specific vocabulary for fixing them; a realistic plan you can execute with us, with your team, or with anyone else.

Ideal client

A law firm or legal business of roughly 5–75 people where the owner is carrying too much of the daily load and knows it. The same engagement works just as well for founder-led businesses in other industries, and those usually come by referral.

Pricing

Fixed fee, $4,500–$7,500 depending on firm size and complexity. Quoted precisely before we begin. Terms for continuing engagements are covered in your proposal.

Book a Discovery Call