Firm Operations & Systems Review
Cut the Chaos. Strengthen Your Systems. Protect Your Firm.
When law firms operate without clear policies, strong internal controls, and efficient processes, chaos fills the gaps. Mistakes happen. Deadlines are missed. Morale suffers. Worse, inconsistent systems can lead to costly errors, reputational harm, and even violations of the Rules of Professional Conduct.
That’s where I can help.
Through a Firm Operations & Systems Review, I work with law firms to bring clarity and structure to their day-to-day operations—helping you cut through the chaos and build systems that protect the firm, support your people, and reduce risk.
Why Strong Operations Matter
Effective internal controls and documented processes aren’t optional. They’re essential for maintaining efficiency, protecting your reputation, and supporting your attorneys and staff. Well-run firms operate with intention, not improvisation.
How I Help
With nearly 30 years of experience inside law firms, I conduct a comprehensive review of your office systems, policies, and procedures to identify gaps, inefficiencies, and risks. You’ll receive clear, actionable recommendations to help your firm operate with greater clarity, consistency, and confidence.
What the Review Includes:
Interviews with attorneys and staff
Confidential surveys for honest feedback
Assessment of office procedures with practical recommendations
Review of policies with suggested updates or additions
Identification of training needs for attorneys and staff
Review of staffing, job descriptions, and segregation of duties for internal controls
Review of trust accounting processes and safeguards
Review of billing practices and related procedures
Common Warning Signs:
❗ Deadlines are missed
❗ Important tasks fall through the cracks
❗ Frustration among attorneys and staff
❗ Processes feel inefficient, outdated, or unclear
❗ Policies are missing, inconsistent, or ignored
What You Can Expect:
✔ Streamlined office procedures and workflows
✔ Reduced risk of costly mistakes
✔ Improved morale through clarity and accountability
✔ Systems that support your people and protect your firm
✔ Confidence that your operations align with best practices and ethics rules