Operations Consulting · Vancouver
How much of your tool stack is actually running?
You bought practice management, billing, and CRM tools. 7 out of 10 firms we assess use less than 20% of what they pay for. The rest sits idle, losing your team 8-12 hours every month in manual workarounds. That's 120 hours a year your firm can't bill.
Just 45 minutes. No cost. You receive a written report within 48 hours that's yours regardless.
What we keep finding
Your team uses 3 of the 5 features you're paying for
Firms like yours typically pay $800/month across 4 tools. Two of those tools overlap. One has never been configured past the default settings. The team built spreadsheet workarounds 6 months ago and never went back. That's $800-1,200/month in recovered capacity sitting untouched.
One person knows how the system works
You've probably noticed this one. The associate who set up the CRM left, and nobody else learned the intake workflow. New clients arrive by email, get entered manually, and billing starts late every time. The tool still runs. The process around it fell apart six months ago.
The vendor left 12 months ago
The pattern we see across accounting practices and law firms is the same: implementation ended at go-live, the vendor moved on. Your team was trained once, adopted half of it, and nobody has touched the configuration since. The subscription renews next quarter at full price.
Recent assessment findings
10-person accounting practice, 4 tools
One billing workflow fix, law firm
Up from 40%, 12-person law firm
Assessment findings from Metro Vancouver professional services firms.
Implementation without operations is just an expense.
Firms spend thousands on software and implementation, then the vendor leaves and the team partially adopts. Nobody measures what was lost. That gap between "installed" and "running" is where $800-1,200 every month quietly disappears.
How it works
Step 1
45-minute call
We walk through your current tool stack: what you own, what's active, what's idle. One high-frequency workflow traced end to end. No prep needed.
Step 2
Written report within 48 hours
Your findings, specific to your firm: which tools are underperforming and why. Ranked recommendations ordered by effort vs. impact. A capacity recovery estimate in hours per month.
Step 3
You decide
Your report is yours to keep regardless of what you do next. No pitch. No follow-up sequence. Just a clear picture of where your firm stands.
Your firm is losing capacity every month to tools that aren't running
Just 45 minutes will tell you exactly what's broken. You'll receive a written report with specific findings, ranked by impact. No cost. No obligation. We don't sell software. We don't replace your vendors. We do one thing: make the tools you already own actually work.
Request a Free Assessment