What It Measures
Four practical sources of revenue friction.
The diagnostic estimates opportunity tied to time capture, delayed collections, intake conversion, and document review support where it applies.
Time capture
Delayed collections
Intake conversion
Document review
Why This Matters
Better workflow visibility helps partners choose the next move.
The result is an estimate, not a guarantee. It gives your firm a clearer starting point for deciding whether AGENT425 should be configured around a deeper workflow review.
Diagnostic Inputs
Enter the best numbers you have today.
Use reasonable estimates if exact reports are not in front of you. A deeper review can validate the numbers later.
Include people whose work creates billable value. Exclude administrative staff.
A blended rate across all billing attorneys or timekeepers is fine.
Best estimate is fine. A deeper review can confirm the real number.
Use a rough estimate from your billing system’s accounts receivable aging report.
Industry benchmark: 30 days. Many firms run 40 to 60 days.
Scheduled consultations, not every website inquiry.
Industry benchmark: 35%. Many firms are 25 to 30%.
Use initial retainer, first invoice, or flat fee. Do not use total matter value.
Medical records, discovery, case files. Enter 0 to skip.
Your team is logging about 7 hrs/week less than target, which can reduce billable capacity.
Monthly leak = 35 x $350 x 4.33 = $53,043
Low (50%) = $26,521 | High (80%) = $42,434
Your AR is collecting 15 days slower than benchmark. Cash locked in slow collections: ~$25,000.
Cash locked = $75,000 x (15 / 45) = $25,000
Low (50%) = $12,500 | High (80%) = $20,000
Improving your conversion from 28% to 35% adds ~1.1 clients/month.
Additional clients = 15 x 7% = 1.1
Monthly intake leak = 1.1 x $4,500 = $4,725
Low (50%) = $2,363 | High (80%) = $3,780
Workflow support could recover about 8.3 paralegal hours/month.
AI hrs = 500 / 300 = 1.7
Saved = 8.3 hrs x $75 = $625
Low (50%) = $313 | High (80%) = $500
Your firm is likely leaving
on the table
That's $350,355 to $560,568/year across 4 identified gaps.
That could fund a full time associate.
This is your floor, not your ceiling.
These numbers are based on your estimates. Partners often understate real leakage because informal discounts, scheduling gaps, and billing patterns are hard to see without reviewing actual workflow data. A deeper review can surface what estimates cannot.
How we calculate this
These estimates use the formulas shown in each card. Monthly items are separated from recoverable AR because delayed AR is cash flow acceleration, not recurring monthly revenue. The Revenue Diagnostic keeps those categories separate.
Complimentary. Based on the numbers you just entered.
Revenue Diagnostic Summary
Request Your Diagnostic Summary
Share where we should send the summary. Agents425 will use the numbers you entered to frame a practical follow-up conversation about workflow friction, revenue capacity, and whether a deeper review makes sense.
The diagnostic is complimentary and does not require system access.
Agents425 | Revenue Diagnostic | AGENT425 Workflow Review
What Happens Next
The diagnostic turns estimates into a focused conversation.
Agents425 reviews your inputs, separates recurring opportunity from delayed cash, and helps you decide whether AGENT425 should be evaluated for your firm’s workflow.
Review the estimate
Discuss workflow friction
Decide whether to continue
Confidentiality
Start with estimates before any workflow data is discussed.
The Revenue Diagnostic does not require access to Clio, email, documents, or client files. If the firm moves into a deeper review, data handling expectations can be defined before that work begins.
Next Step
Run the diagnostic or book a short call.
Use the calculator to frame the first conversation around your firm’s actual workflow conditions.