Phase 1: Pull Operational Data
Time-capture, billing, calendar, matter/case records, CRM — wherever the signal of how your firm actually runs is hiding.
Deliverables
- Connected pipeline from practice-management, time-capture, CRM, and HR systems
- Cleaned dataset normalised to a common firm-level schema
- Data quality and gap report
Actions
- Establish read-only connections to your operational systems
- Reconcile inconsistencies (matter codes, partner attribution, sector classification)
- Flag and triage data quality issues — fix what we can, document what we can't
Outcome
- A single trusted view of the operational data that drives partner decisions
- Clarity on which signals are reliable and which need source-system fixes
Phase 4
Phase 2