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Free Automation Audit

Discover how much time and money your firm could save with custom automation

Ready to Get Started?

Schedule a free 20-minute consultation to discuss your automation needs

Instant booking • No obligation • Get personalized recommendations

Or prefer to start with our assessment?

Fill out our questionnaire to help us prepare for your consultation

What's Included in Your Free Audit?

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Workflow Analysis

We'll review your current intake, case management, and document processes to identify automation opportunities.

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ROI Calculation

Get a detailed breakdown of potential time savings and cost reduction from automation.

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Custom Roadmap

Receive a prioritized plan for implementing automation in your firm, starting with quick wins.

Takes 5-7 minutes • Get personalized recommendations

Or prefer a quick start?

Are You Manually Managing 47+ Intake Steps Per Case?

Manual conflict checks taking 2-3 days. Scattered insurance verification across 6 systems. Retainer delays causing 30% case loss. Staff drowning in 15+ manual tasks per file.

Our audit reveals which of your 47 intake processes can be automated for one-click case opening

Custom 47-step automation blueprint with 30-day implementation roadmap
ROI projections based on your specific case volume and conversion rates
From chaotic 47-step manual process to elegant one-click automation

Transform complexity into simplicity

Frequently Asked Questions

How long does the audit take?

The initial consultation is just 20 minutes. We'll ask about your current processes and pain points, then deliver a detailed audit report within 48 hours.

Is the audit really free?

Yes, completely free with no obligations. We believe in showing value upfront.

What happens after the audit?

You'll receive a detailed report with recommendations. If you'd like our help implementing the automations, we can discuss a custom solution for your firm.

What if we're not tech-savvy?

No problem! We handle all the technical implementation and provide training so anyone can use the systems we build.