Current Score
50/100
Managed
Automate data reuse and client communication workflows to reduce non-billable load.
Efficiency Audit
Immigration Practice Efficiency Audit
Run this audit to identify operational drag, calculate recoverable hours, and prioritize the highest-impact automation moves for your immigration practice.
What You Get
Live 100-point efficiency score
Top 2 operational priorities
Estimated annual hours and value
Interactive Scorecard
How to use: answer all questions from 1 (manual) to 5 (automated), then use your score and top two priorities as your action plan.
Q1 - Intake Velocity
How fast does your team respond to qualified new inquiries?
Q2 - Intake Velocity
Do all immigration matter types use a standardized intake flow?
Q3 - Matter Setup And Data Reuse
How much client data is still retyped across forms and systems?
Q4 - Matter Setup And Data Reuse
Are packet templates standardized by case type and complexity?
Q5 - Document Collection And QA
Can clients see document completeness in real time?
Q6 - Document Collection And QA
Is there a consistent pre-filing QA checklist with accountability?
Q7 - Filing Workflow Control
How often are deadlines still managed in spreadsheets?
Q8 - Filing Workflow Control
Do you enforce current form-edition checks before submission?
Q9 - Filing Workflow Control
How frequently does avoidable rework happen after internal review?
Q10 - Client Communication Load
How much weekly staff time is spent on status-only updates?
Q11 - Client Communication Load
Do clients receive proactive milestone updates without asking?
Q12 - Reporting And Profitability Visibility
Do you track utilization, cycle time, and error rate monthly?
Priority Next Actions
Intake Velocity
Set and enforce response SLAs, then standardize intake for your top matter types first.
Matter Setup And Data Reuse
Create one source-of-truth field map and eliminate duplicate data entry in packet prep.
Impact Calculator
Estimate how many hours your team can recover by reducing manual workflow load.
Enter current metrics to project monthly and annual impact.
Monthly Hours
75.2
Annual Hours
903
Annual Value
$198,634
Frequently Asked Questions
How long does the efficiency audit take?
Most teams complete the audit in under 10 minutes, then use the score and bottleneck outputs as a planning baseline.
How should we interpret the score?
Treat the score as a directional operating signal. Lower-scoring pillars indicate where process improvements and automation should start first.
Can we use this before a demo?
Yes. Complete the audit first, then bring your score and top bottlenecks into a demo for a concrete implementation roadmap.
Next Step
Bring your score and bottlenecks to a demo and we will map the fastest automation plan.
Get Immigration Updates
Get a monthly digest with practical workflow improvements, policy changes, and timeline planning notes for immigration teams.
Delivered once per month. Built for legal operators and immigration practitioners.