Law Firm Automation Readiness Checklist
Use this checklist to score whether your law firm should clean up the process first, automate one narrow workflow, or move into more advanced workflow automation. The goal is to pick the first practical workflow, not to automate everything at once.
How To Use The Score
Answer each question as Not handled, Partially handled, or Systematized. The score is a planning tool, not a guaranteed ROI calculator. A high score means the workflow may be ready for automation if the firm has approved rules and tool access.
0 of 12 questions answered.
Urgent cleanup
Document the workflow and clean the process before building much automation.
When a call or inquiry is not answered live, is there a documented next-step workflow?
Do new leads receive a fast response with the right next step?
Are CRM records updated consistently when new leads arrive?
Do intake forms collect the information staff actually need?
Are document requests sent, tracked, and followed up without manual chasing?
Are consultation confirmations and reminders handled consistently?
Is there an approved follow-up cadence for leads who do not respond?
Do staff receive alerts when a lead, document, or task needs review?
Can the owner see lead source, stage, and next action in reporting?
Are tools connected, or is the same data copied into several places?
Is manual data entry still required for routine intake or CRM updates?
Does one person own automation rules, access, and maintenance?
Urgent cleanup
Document the workflow and clean the process before building much automation.
Strong automation opportunity
Pick one narrow workflow with clear rules, owners, and measurable next actions.
Ready for advanced workflow automation
The firm may be ready for deeper CRM, document, reporting, or agent-enabled workflows.
Frequently Asked Questions
What score means we should automate first?
A score of 13-24 usually points to one narrow automation opportunity. A score of 25-36 suggests the firm may be ready for a more advanced workflow.
What if our score is low?
Start by documenting the process, cleaning the CRM, defining owners, and deciding what rules staff actually follow.
Can a solo attorney use this checklist?
Yes. Solo firms often benefit because the owner can identify which manual handoff creates the most drag.
Is this an ROI calculator?
No. It is a prioritization tool. Actual ROI depends on lead volume, staff time, tool access, data quality, and implementation scope.
What should we send Pentridge after completing it?
Send the score, the weakest categories, the tools you use, and the workflow that feels most painful today.
Related Workflows
Book a Law Firm Automation Audit
Bring the workflow that feels messy today. Pentridge will map the bottleneck, identify the first practical automation, and give you a custom implementation path.
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