A Florida personal-injury firm

The audit · document 01 of 07

The interviews

Four people run the case opening. What we asked each one, and what it gave the audit — facts, not quotes.

4people interviewed
5sessions, recorded with consent
6 h 50 mspent listening
5unwritten rules captured

Session by session

Managing partner initial interview · 90 minutes

What we asked

  • Where the practice loses time it can feel
  • Volumes, rates, and what a delayed opening costs
  • What must never be automated

What it gave the audit

  • The named pain: opening new car-accident cases
  • The three candidate processes and the firm's cost estimates
  • The boundary that shaped document 05: no legal judgment, ever
Intake paralegal deep dive · 60 minutes + shadowing

What we asked

  • Walk one real intake end to end, live
  • Where drafts wait, and on whom
  • What the questionnaire misses

What it gave the audit

  • Steps 1–3, 6 and 7 as they actually run
  • The referral list that exists only in memory
  • Missing intake answers resurface days later as second calls
Case manager deep dive · 55 minutes + shadowing

What we asked

  • Replay the three most recent openings from the activity log
  • Who orders the crash report, and when
  • How claims get opened and logged

What it gave the audit

  • Steps 4, 5 and 8 with their true times
  • Report ordering is nobody's named job — case G sat four days
  • The same client data is keyed three times
Assigned attorney deep dive · 25 minutes

What we asked

  • How the eight-document pack gets reviewed
  • What a review queue looks like in trial week
  • Which approvals must stay human

What it gave the audit

  • The review queue is the single largest wait — median one day
  • Drafts arrive as one stack; approvals want to be per-document
  • The approval rules that became document 04's review screen

Found in the room — knowledge that lived in people's heads

The audit writes it down, names its source, and builds the rule from it. This is what a questionnaire never catches.

  • K1
    The provider-referral list is unwrittenwho currently accepts liens lives in one person’s memory — and it went stale twice last quartersource: intake paralegal · knowledge concentration
  • K2
    Ordering the crash report is nobody’s named jobeveryone assumes someone else did it — case G sat four days unorderedsource: case manager · process gap
  • K3
    Eight documents queue as one stack behind one attorneyper-document release would clear most of the waitsource: assigned attorney · bottleneck
  • K4
    The 14-day PIP window is checked from memorynothing computes it from the crash date, and nothing watches itsource: case manager · deadline risk
  • K5
    After-hours callers reach voicemailthe morning callback is first-come, not first-signedsource: managing partner · intake leak

What we did not collect

No client files, no medical-record contents, no privileged material — the audit reads how work moves, not what it says. The data-handling agreement signed before the deep dive governs everything above.

Prepared by /analog · part of the car-crash case study.
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