Who this is for
Partners and office managers at accounting firms, legal practices, insurance agencies, and other professional services offices with five to thirty staff. You suspect procedures exist only in people’s heads, or that filing habits vary by desk.
What you receive
- Two on-site observation days watching intake, filing, phone handling, and partner review cycles
- Interviews with two to four staff members at different seniority levels
- A written assessment (typically 15–25 pages) listing current-state procedures, gaps, and priority fixes
- A one-hour read-back session with partners to agree on the first three changes
What is included
- Mapping of document paths from client arrival to archive
- Review of existing forms, stamps, and approval chains
- Identification of single points of failure when key staff are absent
- Draft revised checklists for your two highest-volume task types
What is not included
- Software selection or IT implementation
- Legal advice on compliance obligations
- Ongoing staff training beyond the read-back session (available as a separate engagement)
Process and timeline
Week 1: Kickoff call, document request list, first on-site day.
Week 2: Staff interviews, second on-site day, draft assessment circulated.
Week 3: Final report delivery and partner read-back.
Preparation
Gather your most-used intake forms, a sample of active client folders, and your current staff duty roster. Block partner time for the read-back before booking.
Pricing basis
Fixed fee from NT$85,000 depending on office size and number of departments reviewed. A detailed quote follows a 30-minute scoping call.
Next step
Submit a brief describing your office size, main service lines, and the procedure problem you want solved first.