Legal Systems Health Check
Legal Systems Health Check
Your law firm is losing revenue between intake and case movement. A free 30-minute Legal Systems Health Check surfaces where it's leaking.
This is a structured systems diagnostic session, not a software sales call.
Most Law Firms Have Tools. Almost None Have a System.
You have a case management platform. Maybe a CRM. Probably some version of intake. Your team is using all of it, just not consistently, not completely, and not in a way that connects.
Most small to mid-sized firms don't lose revenue from a lack of effort. They lose it in the unstructured space between first contact and organized case movement, where intake, follow-up, and task ownership aren't consistently visible.
- Prospects submit a form or call, but no one owns the follow-up window
- Intake notes live in email, voicemails, and separate tools with no shared view
- Tasks are assigned verbally or by text, without a trackable workflow
- Matters stall after retainers because next steps aren't operationalized
- Partners lack a single, reliable view of where every open opportunity sits
What Happens in 30 Minutes
The Legal Systems Health Check is a structured diagnostic conversation, not a sales call, not a demo. A real working session where we go through your firm's current operational state together.
Discovery Questionnaire
Before the meeting, you complete a short structured questionnaire covering tools, workflow, team structure, and biggest operational frustration - so every minute of the call counts.
We Review Your Tech Stack
Every tool your firm uses, what it does, what you're actually using it for, and what's missing.
We Map Your Workflow Gaps
Where does work slow down, get dropped, or require manual effort it shouldn't need?
We Identify Your Automations
What is your firm doing manually today that your tools could be doing automatically?
At the end of the call you have a clear picture of what's broken and two options for what to do next.
This call is the starting point. If it's a fit, the next step is a $597 Systems & Tool Stack Diagnostic — a deeper 3-part assessment that becomes your actual implementation roadmap. That fee is fully credited toward your project if you move forward within 30 days.
Built for Law Firm Decision-Makers
The Legal Systems Health Check is the right conversation for firms that know something is broken but need a structured way to diagnose it.
- A managing partner who knows operations are broken but doesn't have time to diagnose it
- An operations manager drowning in systems that don't talk to each other
- A firm that recently implemented software and it still isn't working as expected
- A firm preparing to scale and wanting the right operational foundation first
- A firm spending thousands on tools with no visibility into whether they're working
Not the right fit if:you're looking for someone to configure a tool without first understanding how your firm actually operates.
SourcePro Consultants works with law firms across all practice areas - personal injury, litigation, family law, estate planning, and beyond.
Your Legal Systems Health Check Is Free. The Diagnostic Is $597.
The Health Check is one 30-minute call. The Diagnostic is three sessions. The difference is the output - and how deep we go.
Legal Systems Health Check
FREE
- 30-minute diagnostic call
- Verbal findings on your call
- Two clear next-step options
- No pitch. No pressure.
Systems & Tool Stack Diagnostic
$597
one-time - credited toward implementation
- Three sessions: Website + Intake, Case Management, and a Diagnostic Walkthrough
- Tool diagnostic document
- Custom workflow diagram
- Named automation inventory
- Dashboard opportunities
- Implementation scope + pricing
- Presented live in your Diagnostic Walkthrough
Payment is collected on the next screen after you select the date for your first session. Your $597 is credited in full toward your implementation project when you book within 30 days.
This Is What the Diagnostic Produces
Legal Systems & Tool Stack Diagnostic - Three Sessions
A deep dive audit of your software and processes, across three sessions. We identify systemic workflow failures and deliver the roadmap that becomes the first draft of your operational blueprint.
The Diagnostic is required before any Project or Retainer proposal, because that proposal is scoped from what the Diagnostic finds.
How the Diagnostic runs:
- 1.Website + Intake Assessment (1 hour)
- 2.Case Management Assessment (1 hour)
- 3.Diagnostic Walkthrough (30-45 min — live presentation of findings and recommended roadmap)
Across the sessions we will review:
- How new inquiries currently enter your firm and who owns follow-up
- How intake moves from first contact through to active matter status
- Where visibility or handoffs are breaking down between attorneys, staff, and systems
- Every tool in your current tech stack - what it does and what it should be doing
- The manual and repetitive tasks your team handles today that should be automated
These are working diagnostic sessions - not software sales calls.
Open the full sample diagnostic and scroll through it.
What you receive:
A full written operational diagnostic including your tool diagnostic document, a custom workflow diagram, a named automation inventory, and your implementation scope - presented live in your Diagnostic Walkthrough.
Investment: $597.00
Payment is collected on the next screen after you select the date for your first session. Your $597.00 is credited in full toward your implementation project when you are ready to build.
What the Health Check Includes - and What It Does Not
What Happens During the Session
- Pre-session intake of tools, practice areas, and team structure
- Live working session with key firm stakeholders
- Walkthrough from first contact to case open
- Review of handoffs between attorneys, staff, and technology
- Identification of 3-5 specific friction points
What We Review and What You Receive
- Primary intake channels and lead capture
- Current use of CRM and practice management tools
- Task ownership, status visibility, and escalation paths
- A verbal operational summary delivered on the call
- Two clear next-step options
What the Health Check Is Not
- Not a sales call for a specific software platform
- Not a generic webinar or group training
- Not an open-ended consulting engagement
- Not a critique of your team
- Not a written deliverable - that's the Diagnostic
Who's Running Your Diagnostic
Teila Garraway, Founder and Principal Consultant at SourcePro Consultants, spent 15+ years in paralegal and legal operations roles before adding a full-stack software engineering background. She personally runs every Health Check - no junior associate, no outsourced call center.
Read more about Teila's background on the Why Us page.
Frequently Asked Questions
Yes. The 30-minute call is free. There's no written report from the free session. The written deliverable comes from the Diagnostic, and that's $597.
A structured 30-minute diagnostic conversation where SourcePro Consultants reviews your firm's tech stack, workflow gaps, and automation opportunities. Not a sales call, not a demo.
A deep dive audit of your software and processes, in three sessions: a Website + Intake Assessment (1 hour), a Case Management Assessment (1 hour), and a Diagnostic Walkthrough (30-45 minutes) where we present the findings and your recommended roadmap. We identify systemic workflow failures and deliver a written roadmap - your tool diagnostic, a custom workflow diagram, a named automation inventory, and your implementation scope. It is required before any Project or Retainer proposal. Costs $597, credited in full toward a Sprint or Project if you book within 30 days.
Click the Diagnostic button. You'll choose the date for your first session, then pay $597 on the next screen. Your Diagnostic is booked once payment is complete, and that first session is your Website + Intake Assessment.
No. SourcePro Consultants works with law firms across all practice areas.
More questions? Read the full FAQ page.
Find Out What's Actually Broken
One free 30-minute conversation. Two clear paths forward.
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