Legal Operations Quick Review & Guidance

Independent assessment and practical recommendations for your legal department

Is Your Legal Department or Firm Working As Well As It Could?

Most legal teams know they could be more efficient, but don't have time for lengthy consulting engagements or the budget for comprehensive overhauls. You need someone to take a fresh look at how you're operating, spot the obvious problems, and give you practical advice you can actually implement.

That's exactly what we do. As operators of legal technology ourselves, we understand the day-to-day realities of running a legal department. Our quick reviews help you identify immediate improvements while building a roadmap for longer-term success.

Our Simple Three-Step Approach

Quick Assessment (1-2 weeks)

We'll review how you currently operate across three key areas:

• How work flows through your department (and where it gets stuck)

• What technology you're using (and whether it's actually helping)

• Where your team spends time (and what's creating frustration)

Practical Recommendations (1 week)

You'll get a straightforward report with:

• 3-5 immediate wins you can implement right away

• Bigger opportunities worth tackling over 6-12 months

• Technology gaps or overlaps that are costing you time or money

• Simple metrics to track your progress

Ongoing Guidance (as needed)

We're here when you need us for:

• Implementation support on the changes you want to make

• Vendor evaluation help when you're considering new tools

• Quick check-ins to see how things are going

• Problem-solving when you hit roadblocks

Common Issues We Help Legal Teams Solve

Time Wasters

• Manual processes that could be automated

• Duplicate data entry across systems

• Approval bottlenecks that slow everything down

• Tools that aren't being used to their potential

Budget Drains

• Software licenses you're not fully utilizing

• Expensive solutions for simple problems

• Missing integrations that force manual work

• Redundant tools that do similar things

Daily Frustrations

• Information that's hard to find

• Inconsistent processes across the team

• Technology that fights against how you work

• Unclear responsibilities and handoffs

Visibility Gaps

• Not knowing where work stands

• Inability to track department performance

• Difficulty justifying resource needs

• Missing data for strategic planning

What Makes Our Reviews Different

Fast & Focused

2-3 weeks from start to finish, not months of analysis. We focus on what matters most for your specific situation.

Reasonably Priced

Designed for real legal department budgets, not enterprise consulting fees. Most reviews cost less than a month of unused software licenses.

Actually Actionable

No 50-page reports full of obvious recommendations. You get clear priorities and practical next steps.

No Pressure Follow-On

We're happy to help with implementation, but there's no expectation or requirement. Take our recommendations and run with them.

Real Experience

We've built and operated legal technology, managed legal departments, and evaluated hundreds of solutions. We understand what actually works in practice.

Our Experience Across Legal Operations

We've helped teams improve in all these areas:

• Contract processes - from intake through renewal

• Matter management - tracking, budgeting, and reporting

• Technology decisions - evaluating, implementing, and optimizing tools

• Vendor relationships - selection, management, and performance

• Team workflows - reducing handoffs and eliminating bottlenecks

• Performance tracking - simple metrics that actually matter

Typical improvements our reviews identify:

• 20-30% time savings through process improvements

• 15-25% cost reduction through technology optimization

• Better visibility into workload and department performance

• Clearer priorities for future investments

How It Works

Week 1: Discovery

• Brief interviews with key team members (30-45 minutes each)

• Review of current technology stack and usage

• Look at a few representative workflows

• Understanding of pain points and priorities

Week 2: Analysis

• Identify quick wins and longer-term opportunities

• Research alternatives for problem areas

• Develop practical recommendations

• Prepare findings and next steps

Week 3: Recommendations

• Present findings in a working session (not a formal presentation)

• Discuss priorities and implementation approaches

• Answer questions and refine recommendations

• Provide written summary and resource list

Ready for a Fresh Perspective?

Let's take a quick look at your operations and identify some immediate improvements. Most legal teams find 2-3 significant opportunities for improvement within the first week of review. The investment typically pays for itself through the first implemented recommendation.