Automation Audit (fixed price)
If your firm feels busy but not productive, this is the fastest way to get clarity. We map what’s happening now, identify the bottlenecks, and give you a ranked plan you can actually implement, not a 40-page report you’ll never open again.
- Workflow map of your current process end-to-end
- Bottlenecks, risks, and quick wins
- Automation backlog ranked by ROI and effort
- A 30/60/90 plan, plus the first workflow spec ready to build
What you walk away with
1) A clear picture of the workflow
What happens, who touches what, where it slows down.
2) A ranked automation backlog
The top 10 changes that will make the biggest difference, in order.
3) A realistic implementation pla
30/60/90 days, with what to do first and what can wait.
4) A build-ready workflow spec
So we can implement the first workflow immediately if you want to move fast.
5) A sensible risk approach
Privacy, access, and human checks where they matter.
How it works
1) Kick-off (remote)
We confirm your goals, your current tools, and what “better” looks like.
2) Workflow mapping + bottleneck review
We map the process and spot the friction points, rework loops, and handoff issues.
3) Audit delivery
You get the backlog, the plan, and the first workflow spec. Then you decide: implement with us, implement internally, or park it.
FAQs
1) What does the Automation Audit include?▾
You’ll get a clear picture of what’s happening today, where the bottlenecks are, and what to fix first. We’ll produce an automation backlog ranked by ROI, a recommended approach to tooling and integrations, and a practical 30/60/90 plan. You’ll also get a spec for the first workflow we can implement straight away.
2) How quickly can you implement?▾
Most firms can get a first workflow live in 1 to 2 weeks. After that we roll improvements out in short sprints so you see progress quickly, rather than waiting months for a “big bang” launch.
3) How does pricing work?▾
We start with fixed‑price entry points (like the Automation Audit). Implementation is then either fixed‑price per workflow, or delivered in defined sprints. If you want ongoing tuning and optimisation, we can run that as a monthly retainer.
4) What tools you integrate with▾
Usually we work with whatever you’re already using. Email, calendars, CRMs, document storage, job and workflow systems, billing, and practice tools. In the audit we’ll confirm your stack and recommend the simplest integration path, not the fanciest one.
5) Hallucinations and quality control▾
We don’t “let AI run the show”. Where AI is used, it’s there to speed up drafting and triage, not to make final decisions. We put guardrails in place and keep a human review step for anything client‑facing or compliance‑sensitive.
6) Privacy and confidentiality▾
We treat privacy as non‑negotiable. We keep data access tight, minimise what’s shared between systems, and design workflows so anything sensitive is checked by a human before it goes out the door. If you have stricter requirements, we’ll build around them.
7) Are you replacing staff?▾
No. The point is to remove the annoying admin, reduce follow‑ups, and cut rework so your team can spend more time on the work that actually earns money. Most firms use automation to protect capacity and improve turnaround times.
8) Do you offer on-site visits?▾
Yes, Australia‑wide and international. Most of the work can be done remotely, but if an on‑site workshop will speed up alignment and adoption, we’ll do it. On‑site is quoted separately.
Want to know what to fix first?
Book a 20 minute triage call. If an audit makes sense, we’ll tell you. If it doesn’t, we’ll tell you that too