Legal Operations Health Check

Designed for companies with $100M+ in revenue

Jump to Health Check

Know Where You Stand. Know What to Do Next.

Legal teams face growing pressure to control outside counsel spend, gain visibility into matters and vendors, standardize intake and workflow, adopt AI responsibly, and demonstrate measurable value.

The Legal Operations Health Check is a short, consultative assessment that gives you an honest read on how your operation runs today and a prioritized plan for where to act next. You walk away with something useful to your team, whatever you decide to do next.

What You Receive

Maturity Snapshot
A clear read of your operations maturity across intake, pricing, vendor management, spend and performance.
Peer-Informed Benchmarks
See how you compare to peers and leading practices, and where value is being left on the table.
Prioritized Opportunities
Your highest-impact improvement opportunities, ranked and tied to the goals you told us matter most.
24-Month Roadmap
A practical sequence of quick wins, medium-term improvements and strategic initiatives for leadership.
Step 1 of 3

1. Departmental Priorities

Instructions: How important is it for your department to advance in each of these areas? Rate each item with a number between 1 and 6. Feel free to add comments if desired.

Scale: 1 = Not important; 2 = Slightly important; 3 = Moderately important; 4 = Important; 5 = Very important; 6 = Critical.

2. Departmental Pain Points

If you had $100 to spend to fix these common pain points, how would you allocate it?

Total allocated: $0 / $100

3. Client Information

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