Legal Systems Health Check
A structured diagnostic to uncover where your firm is losing revenue between intake and case movement.
Start Your Health Check This is a structured systems diagnostic session — not a software sales call.Where Law Firms Quietly Lose Matters and Revenue
Small to mid-sized firms lose revenue not from lack of effort, but in the unstructured gap between first contact and organized case movement.
No Shared Visibility
Prospects submit forms or call — but no one owns the follow-up window.
Fragmented Intake Notes
Intake notes live in email, voicemails, and separate tools with no shared view.
Undefined Ownership
Tasks are assigned verbally or by text without a trackable workflow.
The Legal Systems Health Check makes these breakdowns visible so you can address them deliberately instead of relying on individual heroics.
From Workflow Gaps to Protected Revenue
Workflow gaps show up as lower realization rates, slower matter opening, and quiet delays that compound.
Start Your Health CheckIntake-to-Revenue Flow: What We Map
We identify where opportunities leak, stall, or disappear — then prioritize improvements with the clearest revenue upside.
Inquiry
Lead source and first contact
Intake
Qualification and handoff
Active
Tasks and case movement
Revenue
Billing and reporting visibility
Two Diagnostic Options
Choose based on whether you need a complete operational picture or a focused fix for one specific problem.
Full Diagnostic for complete operational clarity.
Mini Diagnostic for one targeted workflow issue.
Full Diagnostic
Complete evaluation of all operational systems.
- All 6 core systems
- Problems affecting multiple systems
- Written roadmap with 2–3 recommendations
- 2–3 hours team time + written report
- Leads to Design & Build project
Mini Diagnostic
Focused review of one isolated system or workflow.
- One specific workflow
- Clear isolated problem
- Focused recommendation
- 1 hour team time + quick analysis
- Leads to Sprint project
What the Health Check Includes
A structured, time-bound engagement designed to give leadership a clear written view of how intake and workflow operate today.
During the Session
- Pre-session intake
- Live working session
- Inquiry walkthrough
- Handoff review
- 3–5 friction points
You Receive
- Tool review
- Ownership mapping
- Status visibility review
- Workflow map
- 2–3 recommendations
Why Firms Partner with SourcePro Consultants
SourcePro Consultants aligns your attorneys, staff, and systems into a clear operational model your firm can actually execute.
Teila Garraway
Legal Operations & Technology Consultant — positioned between legal, operations, and technology.
“SourcePro gave us a clear picture of where matters were stalling between intake and active case status — without disrupting our team or pushing a new tool.”
Common Questions About Your Health Check
Choose Full if you’re unsure where your biggest gaps are. Choose Mini if you’ve already identified one specific problem.
Full Diagnostic takes 2–3 hours total. Mini Diagnostic takes 1 hour.
Software is not the problem. Workflow design usually is.
Health Check is diagnostic. Consulting comes later for implementation.
Yes, it is a paid diagnostic. Exact pricing depends on scope.
You receive a roadmap with 2–3 priorities and next-step options.
Get Your Firm’s Systems Assessed
Start with a structured diagnostic that gives your leadership team clarity before investing more time, tools, or headcount.
Start Your Health Check