FirmFooting / Footing Assessment
How solid is your firm's footing?
Twelve honest questions across the four systems that decide whether a small firm stands or slips. Answer them, see your footing score and rough annual exposure, then get the full written report.
Deadlines
Calendaring and docketing
Every deadline, court date, and filing window lives in one tracked pipeline.
Each deadline has a single named owner, not a role or a team.
If an owner is out sick, an escalation reaches a second human before the date.
Intake
Turning inquiries into clients
New inquiries get a response inside one business hour.
Every inquiry has an owner and a written follow-up sequence.
You can see, this week, how many inquiries converted and how many were lost.
Client communication
Keeping clients, avoiding complaints
Every active client hears from the firm on a set cadence, without asking.
Status updates go out without a partner having to remember.
There is a written policy for how fast client calls and emails are returned.
Systems & knowledge
What survives a departure
Core workflows are written down, not held in one person's memory.
A named administrator owns the operating system, not just the software.
When someone leaves, the knowledge stays inside the firm.
Get the full written report.
Your footing score, your rough exposure, and the first domino to fix, in a short PDF built for a managing partner. We send it once and follow up only if it looks like we can help.
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