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.
- K1The 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
- K2Ordering the crash report is nobody’s named jobeveryone assumes someone else did it — case G sat four days unorderedsource: case manager · process gap
- K3Eight documents queue as one stack behind one attorneyper-document release would clear most of the waitsource: assigned attorney · bottleneck
- K4The 14-day PIP window is checked from memorynothing computes it from the crash date, and nothing watches itsource: case manager · deadline risk
- K5After-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.
open daily · 24/7 · +1 (786) 370-9416 · hello@slashanalog.com · privacy notice
open daily · 24/7 · +1 (786) 370-9416 · hello@slashanalog.com · privacy notice