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❗ Processes feel inefficient, outdated, or unclear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

Let’s Clear the Chaos and Build a Stronger Foundation for Your Firm.