Focused audit · coming soon
Practice Health Quarterly
Four reports a year covering billing health, IOLTA health, deadline exposure, and intake quality. The do-it-all subscription for solos.
Planned at $2,999/year
Every compounding problem in a solo practice looks the same from inside: everything feels fine until suddenly it doesn't. The Practice Health Quarterly is a standing review of the four operational areas that fail silently — billing that's too loose, IOLTA drift, matters going cold past their statute, and intake data quality. One PDF per quarter, with flags tracked across reports so drift shows up in the trend rather than the absolute number. The four areas this report tracks are also the four largest sources of silent revenue loss for solos — typical leakage runs $30,000 to $80,000 a year per solo when you total unbilled time, missed deadlines, intake leaks, and overlapping software. The subscription costs about 4% of that.
This audit isn’t live yet. If it’s something you’d actually use, add yourself to the list and I’ll email you the moment it ships — not a newsletter, just one message when this one is ready.
Questions people ask first
What is the Practice Health Quarterly?
Four reports a year covering the four areas of a solo practice that fail silently: billing leakage, IOLTA drift, deadline exposure, and intake data quality. One PDF per quarter, with flags tracked across reports so trends become visible.
Why these four areas?
Because they are the four largest sources of silent revenue loss for solos — typical leakage runs $30,000 to $80,000 a year per solo when you total unbilled time, missed deadlines, intake leaks, and overlapping software. The subscription costs about 4% of that.
When is it available?
Waitlist. Add yourself for the email when it ships — no newsletter in between.
Can I just buy one quarter to try it?
Planned yes — a first quarter at standard pricing, then the standing subscription if you want to continue. The subscription price gets you the four reports a year plus the cross-report trend tracking, which a single quarter can't deliver.
What's the relationship to the other Prevaldi audits?
The Full Practice Review is a deeper one-time review across all four areas plus software stack and AI opportunities. The Quarterly is a standing watch on the four areas where drift is silent. If you've never had any review done, start with the Full Practice Review (currently free while in beta).