We’ll start by diagnosing what’s working, what’s not, and where you’re losing time and energy…and probably money. 

This includes: 

• Inventory of all current software tools 

• Role-by-role breakdown of tool usage and friction points 

• Ease-of-use assessment and workflow mapping 

• Gap analysis for manual steps, redundancies, or missed opportunities for automation 

• Roadmap Report with strategic recommendations for design improvement 

This package gives us a clear foundation to design the right system for your firm, with no more guessing or chasing shiny new software. It also doesn’t require you to sit through hours of tech demos with pushy salespeople.