Law firms, 5 to 20 attorneys
Get more out of your practice management system, your documents and everything else you pay for.
A small firm runs on a practice management system (or a shared drive and a calendar), document storage, billing, e-signature, email and phones. Most of it can do more than anyone set it up to do, and more of it is getting AI.
Then there's AI itself. You've probably landed in one of two places: people are quietly using a general chatbot with no rules around it, or somebody priced the tools built for legal work, saw what a seat costs, and closed the tab. There's a lot of room between those two.
What the audit looks at
- What your practice management system already includes. Features nobody switched on, and what's on the plan above yours. Several of these systems added AI in the last two years, usually on a higher plan instead of the base one, and which side of that line you're on changes the answer.
- Whether you have a system at all. A lot of firms run on a shared drive, a calendar and email. That's fine, and the answer isn't automatically to go buy something. But it changes what's possible.
- What people are already using on their own. Which chatbot, on what kind of account, and whether anything is written down about it. It's worth finding out before anyone writes a rule about it.
- Where the time actually goes. Intake, conflicts, chasing documents, retyping the same client details into three places, the first draft of things that are nearly the same every time.
- The rest of your technology. Document storage, billing, e-signature, email and phones. Where you're paying for features nobody set up, and where two systems should be talking to each other and aren't.
- What the published guidance says. The ABA published an opinion on lawyers using AI tools in 2024, and it has more to say about client information and supervision than about the technology. We'll point you to it, and how you read it is your call.
If you bill by the hour
Work that takes less time is worth less money. That's arithmetic, and the usual answer to it is weak. Being told to take on six times the caseload isn't an attractive offer to someone who went out on their own partly to avoid that.
- Flat fee and contingency work. Time saved is money kept.
- Work you already write off. Every firm has tasks that are necessary and unbillable: intake, conflicts, chasing signatures, filing. Nothing is lost by making those faster.
- The work you turn away. The matters that don't fit today, as opposed to more of the same at a higher volume.
- Straight hourly work you're happy with. Honestly, often nothing. If most of your practice is billed hourly and the hours are full, the document will say so.
Why 5 to 20 attorneys
Because that's the size where this is worth paying for. A solo practitioner's whole yearly software budget is smaller than this audit, and we won't pretend otherwise or sell one anyway. Above twenty, you probably have someone whose job includes this.
The audit is run by Jason Markham: twenty-five years in manufacturing, a decade of it owning and running his own company, and now a software company that implements AI and automates back office work. More about Jason
We never ask to see client files. The session is a screen share and nothing leaves your office: no matter files, no documents, no logins. That keeps the engagement simple, and we never keep any of your clients' information.
What it costs
A working session, a follow-up session once we've done the research, the written report, and a final review session to walk through it.
If you want help setting up what the audit recommends, we do it on a monthly retainer, billed on the time it takes, for as long as the setup runs. It ends when your staff can run things themselves. You don't need it to buy the audit.
The audit is a fixed price, with no hourly billing.
The audit isn't legal advice.