audit — document 1 of 2

Findings, for approval

A Florida personal-injury firm · from the working session with the managing partner

Scope confirmation — audit document 1 of 2 · delivered four days after the initial interview · the client approves what moves into the audit

The finding

A new car-accident case takes days to open.

• the work is repetitive and template-driventhe same questions, searches, documents, and filings on every case
• it occupies three people and delays the start of the legal work

Processes proposed for audit

Process	Who touches it	Cost today — firm's estimates
1 · The case opening — inbound lead to working file	intake paralegal, case manager, attorney	~5½ h per case over 2–4 days, × ~25 cases/month
2 · Medical-records chasing	case manager	~11 h/month
3 · Client status updates	assigned attorney	~6 h/month

Recommendation

Audit process 1 first — highest volume, fully template- and research-driven, largest share of the manual time.

Processes 2 and 3 stay on the list; they are not audited unless approved, now or later.

Scope — the owner's choice

Needed for the deep dive

• two short sessionsone hour with the intake paralegal · one hour with the case manager
• read access to the last ten car-accident cases in the case system
• the template folder

Not needed: the contents of medical records or client files — only where they sit and how they move.

Decision recordedApproved — process 1. Scope: targeted.