Assessments

Every good plan starts with evidence

Before recommending anything, we measure. Three structured assessments tell you, and us, exactly how your firm runs today, where the friction is, and what it costs.

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Three assessments

01

Technology Assessment

The full inventory: every tool, what it costs, what it covers, where it overlaps. The foundation for consolidation and selection decisions.

02

Workflow Assessment

The flagship. Your client work mapped across six phases exactly as it runs, every handoff typed, every finding scored and source-cited. Detailed below.

03

AI Readiness Assessment

Which of your workflows are ready for AI, what your data supports today, and a sequenced adoption plan that starts where the return is.

The Workflow Assessment

Your firm, drawn as it actually runs

01
Answer the intake
A guided questionnaire about the tools you use and how work hands off between them. No software connections, no data access, your answers are the source of truth.
02
See your current-state map
Our mapping platform draws your stack across the six phases of client work, exactly as it runs today, every handoff typed as native, manual, middleware, or not connected. Inefficiencies included; nothing invented.
03
Get your findings instantly
Scored, source-cited findings, integrations to turn on, duplicate tools, uncovered phases, ready the moment you finish. Want help? Schedule an optional strategy call and we'll turn them into a prioritized plan together.

A current-state workflow blueprint from a Workflow Assessment: six phases of client work with each handoff graded and its annual leak priced — A current-state blueprint from a Workflow Assessment: your stack drawn across the six phases of client work, every handoff graded A–F and priced from your client volume.

The repair ledger

The change ledger: your plan, priced

The repair plan from a Workflow Assessment: handoffs restyled to their verified method with the savings arithmetic shown for each change — The repair plan: broken handoffs restyle to their verified method, duplicate tools ghost into the one you keep, and every dollar figure shows the arithmetic behind it.

The assessment's recommended view is a diff of today versus the stack you should run. Every change traces to a finding, and the ledger totals what those changes eliminate: tools consolidated, manual handoffs removed, phases covered, and the monthly subscriptions you stop paying, estimated from published vendor pricing, with the arithmetic shown.

The assessment isn't the destination, it's the evidence an engagement is built on. Some firms take the plan and run it themselves; most continue into implementation with us. Either way, you're deciding from a map, not a hunch.

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