Comprehensive Audits
Understand how the software and services you are currently under contract for are working for your firm. Get the facts to make the right decisions for your firm, from an unbiased 3rd party.
It’s essential to know where you’re at, our team to do a full audit and technical review of work trying to plan for where you want to be, when it comes to your business online. Whether you have an in-house team, looking for outside support or are working with a 3rd party and need our team to do a full audit, technical review + any work history auditable logs, call us today and we will at least review to see if we can help.
Logo and visual identity
Tagline and messaging consistency
Unique selling proposition (USP)
Attorney bios and photography
Presence on major legal directories (Avvo: Justia, Super Lawyers)
Paid lead services review (e.g.: Martindale, Nolo, LegalMatch)
Reputation and ranking visibility in directories
Directory profile completeness and branding
Popular tools: Avvo: Just, Martindale, Nolo, LegalMatch
Review how well your website performs technically and converts visitors into leads.
Mobile responsiveness
Page load speed
On-site SEO (title tags: schema, etc.)
Conversion optimization (CTAs: forms, live chat)
Google Analytics & Tag Manager setup
ADA compliance
Assess the quality
Practice area pages
Blog/news articles
Video content integration
Case studies / testimonials
Location-specific content
Assess the quality
Practice area pages
Blog/news articles
Video content integration
Case studies / testimonials
Location-specific content
Analyze your organic search presence and local map rankings.
Google Business Profile setup & optimization
Local citations and NAP consistency
Backlink profile and link-building
Keyword strategy and rankings
On-page SEO structure
Review the efficiency and tracking of your Google Ads and Local Services campaigns.
Google Ads structure
Local Services Ads setup
Keyword & negative keyword targeting
Ad copy testing
Conversion tracking
Budget allocation and ROI
Popular tools: Google Ads: Local Services Ads, Bing Ads
Evaluate the firm engagement and branding across major social media platforms.
Platform usage & consistency
Content engagement strategy
Reputation management
Boosted post campaigns
Popular tools: Meta (Facebook/Instagram): LinkedIn, X (Twitter), YouTube
Check how professional email systems are set up and managed across platforms.
Microsoft 365 (Outlook) or Google Workspace setup and use
Domain-based email configuration
SPF: DKIM, DMARC records for deliverability and authentication
Email marketing tools (Mailchimp: Constant Contact, etc.)
Consistent branded email signatures
Popular tools: Google Workspace: Microsoft 365, Zoho Mail, Titan Email
Assess how well reviews are gathered
Google reviews strategy
Review generation automation
Monitoring & response tools
Third-party site review presence
Popular tools: Birdeye: Podium
Understand how leads are tracked
Intake software integration
Call/form tracking
Pipeline visibility
Follow-up automation
Email/SMS marketing
Popular tools: LeadDocket: Clio Grow, Lawmatics, Salesforce
Understand how leads are tracked
Intake software integration
Call/form tracking
Pipeline visibility
Follow-up automation
Email/SMS marketing
Popular tools: LeadDocket: Clio Grow, Lawmatics, Salesforce
Analyze phone system performance
Call tracking numbers setup
IVR / call routing
Voicemail and after-hours
CRM call integration
Spam filtering
Popular tools: RingCentral: Vonage, CallRail, Google Voice
Review how visual content is being used to build trust and brand recognition.
Branded video content
Office & attorney photography
Explainer and FAQ videos
YouTube optimization
Analyze the tools in place for case tracking
Case management system (Clio: Filevine, etc.)
Client portal access
Form/document automation
Cloud storage control
Popular tools: Clio: Filevine, PracticePanther, Smokeball
Ensure systems are in place to measure and report performance clearly and accurately.
GA4 & custom dashboards
Lead source reporting
Ad ROI analysis
CRM insights
Executive summaries
Hosting & Domain
Hosting uptime/speed
CDN & caching
Domain registrar access
DNS security
Explore how artificial intelligence is integrated into your workflows for efficiency gains.
Use of AI for legal research: writing, or summarization
Automated intake: lead routing, or follow-up systems
Chatbots or AI-powered live chat tools
AI-assisted reporting and dashboards
Ethical and secure implementation of AI in workflows
Popular tools: ChatGPT: EvenUp, Smith.ai, LawDroid
Hosting uptime/speed
CDN & caching
Domain registrar access
DNS security
Cloud Hosting
Review domain ownership
Cloud server hosting (e.g.: AWS, Hetzner, Google Cloud)
File and document storage configuration
Hosting performance: uptime and backups
Domain registrar ownership and access
DNS security and record configuration
Popular tools: GoDaddy: Bluehost, Hetzner, AWS, Cloudflare
AI Tools & Automation
Explore how artificial intelligence is integrated into your workflows for efficiency gains.
Use of AI for legal research: writing, or summarization
Automated intake: lead routing, or follow-up systems
Chatbots or AI-powered live chat tools
AI-assisted reporting and dashboards
Ethical and secure implementation of AI in workflows
Popular tools: ChatGPT: EvenUp, Smith.ai, LawDroid
