At a glance
Why audit your own book
Most firms only learn a file was thin when a client disputes a fee, a partner asks what was actually done, or a regulator requests the engagement record. By then the work product is whatever happened to get saved. A firm audit runs that hard look on your terms — across the entire book at once — so the weak files are known before they become a problem.
What the audit reads
- Office health — open vs. closed, settled vs. cancelled, and cases gone stale or aging without movement
- Fee economics — collected, still-owed, declined, and fees collected without a shown delivery milestone
- Examination readiness — thin close-outs, open items left unresolved at closure, and scope shifts that need fee defense
- Client signals — sentiment and cancel-likely indicators so retention work goes where churn is most likely
- A prioritized at-risk list with deterministic recommendations, ranked by exposure
In place — no rip-and-replace
The audit reads the client book and case database you already keep. There is nothing to migrate first and no system to abandon to get the picture — the read happens against your existing records, and the findings come back as office-level health, fee gaps, and audit-ready exposure you can act on.
Deterministic findings, not vibes
Health reads, fee gaps, and at-risk rankings are computed from the records — the same fact wins every time it is asked. AI may draft the narrative around a finding, but the exposure math and the rankings are deterministic, so the State-of-the-Firm report says the same thing whether you run it today or show it to a partner next week.
Part of a repeatable practice
Your firm remembers every case. And every completed case makes your firm better. The firm audit is the whole-book view of that same discipline — every engagement held to one standard, and the gaps surfaced before they cost you.