Free Automation Audit

Discover how much time and money your firm could save with custom automation

Ready to Get Started?

Schedule a free 20-minute consultation to discuss your automation needs

Instant booking • No obligation • Get personalized recommendations

Or prefer to start with our assessment?

Fill out our questionnaire to help us prepare for your consultation

What's Included in Your Free Audit?

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Workflow Analysis

We'll review your current intake, case management, and document processes to identify automation opportunities.

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ROI Calculation

Get a detailed breakdown of potential time savings and cost reduction from automation.

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Custom Roadmap

Receive a prioritized plan for implementing automation in your firm, starting with quick wins.

Takes 5-7 minutes • Get personalized recommendations

Or prefer a quick start?

See What's Costing You Hours Every Week

Free Automation Audit—No Pitch, Just Clarity

In 20 minutes, we'll map your intake-to-settlement workflow and show you:

Where your staff is losing hours to manual tasks

Which steps are most likely to drop balls

The 3 highest-impact automation opportunities for your firm

What the ROI looks like before you spend a dime

No sales pitch. No obligation. Just a clear picture of what's possible—and you decide if it makes sense.

20 minutes now. Hours back every week.

The audit is free. We show ROI before talking price.

No pitch—just a map of what's costing you time.

Let's Find Your Hidden Hours

Here's What Happens After You Book

We hop on a 20-minute call to map your workflow

Within 48 hours, you get a custom proposal + video walkthrough

If it makes sense, we schedule onboarding and build your system

You pay when it's live and working—not before

Free audit. No contracts. You don't pay until you're live.

Frequently Asked Questions

How long does the audit take?

The initial consultation is just 20 minutes. We'll ask about your current processes and pain points, then deliver a detailed audit report within 48 hours.

Is the audit really free?

Yes, completely free with no obligations. We believe in showing value upfront.

What happens after the audit?

You'll receive a detailed report with recommendations. If you'd like our help implementing the automations, we can discuss a custom solution for your firm.

What if we're not tech-savvy?

No problem! We handle all the technical implementation and provide training so anyone can use the systems we build.