What It Measures
We estimate where workflow friction may be suppressing recurring monthly revenue and where cash may simply be delayed in the billing cycle. Not every category applies to every firm, so the diagnostic suppresses sections that do not fit the profile you select.
Why This Matters
The point is not to produce a dramatic vanity number. The point is to get a disciplined, directional read on whether deeper workflow review is justified before anyone spends time on a full operational assessment.
Inputs
Start with the routing fields first. They determine which workflow categories are actually relevant for your firm so the estimate stays grounded instead of pretending every firm has the same revenue mechanics.
Active categories
Time Capture & Billing • Billing & Collections Workflow • New Matter Flow
Include partners and associates who bill time. Exclude paralegals and staff.
Optional benchmark context for the follow-up review.
Blended rate across all billing attorneys is fine.
Best estimate is fine. The goal here is a directional screen, not perfect precision.
Use your best estimate from AR aging or billing-system reporting.
30 days is a benchmark, not a universal rule.
Scheduled consultations only — not every inbound inquiry.
Use a directional estimate if you do not track this formally.
Initial retainer or first fee collected — not full lifetime matter value.
Results framing
This is a directional estimate only. Monthly recurring opportunity is shown separately from delayed cash recovery so you can tell the difference between workflow improvement potential and cash that is already earned but stuck.
Attorneys are logging roughly 7 fewer billable hours per week than target.
Monthly opportunity = 35 x $350 x 4.33 = $53,043
Directional range = $26,521 - $42,434/mo
Collections are running about 15 days slower than the 30-day benchmark.
Cash tied up = $75,000 x (15 / 45) = $25,000
Directional range = $12,500 - $20,000 delayed cash
Moving from 28% toward 35% conversion would add about 1.1 new clients per month.
Additional clients = 15 x 7% = 1.1
Monthly opportunity = 1.1 x $4,500 = $4,725
Directional range = $2,363 - $3,780/mo
Estimated recurring monthly opportunity
Delayed cash recovery opportunity
Recurring annualized range: $346,605 - $554,568/year.
Currently flagged across 3 relevant workflow categories.
What this estimate is actually for
Use this screening result to decide whether a deeper workflow review is worth the time. We are intentionally not pretending every category applies to every firm, and we are intentionally not asking for system access just to produce an initial read.
Post-results explanation
These formulas use benchmark-informed assumptions and intentionally report a recoverable range instead of a single precise number. If the output looks meaningful, the next move is not blind implementation — it is a deeper workflow review to confirm where the friction actually lives.
No direct system access required for the initial review. We use this screening estimate to decide whether a deeper workflow review is warranted.
Request a Screening Review
Get a firm-specific read on whether deeper workflow review is warranted
We'll use the numbers you entered as a directional starting point, pressure-test the assumptions with you, and tell you whether the opportunity looks real enough to justify a deeper workflow review.
Short review first. No obligation. No forced system access just to have the conversation.
What Happens Next
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