A leaner stack that does more of the work.

Tools and licences

Every app and seat the firm pays for, what it is used for, and where two tools do the same job.

Syncs and connections

How the ledger, practice management, document collection and payroll talk to each other, and where they silently fail.

Workflows and checklists

Onboarding, month-end and year-end set up so every staff member runs a file the same way.

Stack map

Every tool, what it holds, who owns it and how it connects.

Keep, cut, fix list

Each tool and connection with a clear recommendation and the reason.

Costed plan

Expected licence savings and hours saved, and a fixed price for the changes.

• Your software bill keeps growing but the work does not feel faster
• Practice management is set up but staff work around it
• Two or three tools hold the same client details
• Templates and checklists have not been reviewed since they were created
• New staff take months to learn how the firm actually runs a file