Full Practice Review — Intake Form

A short intake form for the Full Practice Review. The deliverable is a 10–14 page PDF within 48 hours. What’s in the report.

This form asks about your practice — not your clients. Don’t paste client names, matter captions, or privileged facts.

For details on how we handle the information you submit here, see prevaldi.com/privacy.

About you and the firm

Your name

Firm name

State(s) admitted

Comma-separated if multiple.

Primary practice area

Firm size

Phone (optional)

Only used if we need to confirm a scope detail. No calls scheduled.

How did you hear about Prevaldi? (optional)

Your operation

Years in practice

Years running your current firm

Your current software stack

What you use for case management, billing, document storage, calendaring, email, research, trust accounting. One per line is fine. Don't list clients or matters — we just want the tools.

AI tools you've tried (optional)

ChatGPT, Claude, Copilot, Harvey, CoCounsel, or anything else. What you tried it for, whether it stuck.

Typical active caseload

Approximate range. Volume context for the report, not matter-specific.

Billable rate ($/hr)

Used to generate dollar-math anchors in the report. Enter your primary rate as a number. If your rate varies, use your most common rate.

Hours per week on admin you'd rather not be doing

Honest estimate. Task-switching, email triage, billing cleanup, reconciliation, calendar drift — anything that isn't the actual legal work.

Unbilled hours per week (optional)

Hours per week you work but don't capture as billable time. Used to estimate revenue leakage.

Three things about your practice that most slow you down

One or two sentences each is plenty. This is the most important field in the form.

How do you currently capture billable time?

Trust & admin

How frequently is your trust account reconciled?

Context for the report. This is not a trust account audit.

Your confidence in your trust account process

Self-assessment. This is not a trust account audit and we will not review your trust data in this engagement.

Who does administrative work in your practice?

Anything else

If you could fix one operational problem tomorrow, what would it be?

Free text. Be specific.

Anything specific you want the review to address? (optional)

I understand the Full Practice Review is a written analysis based solely on information I provide in this intake. It is educational in nature, not legal, accounting, or compliance advice. Prevaldi will not request and I will not provide confidential client information.

By submitting, you agree to our privacy policy.