Purpose
Initial assessments and mapping sessions produce good documents. Retainers keep them alive — adjusting checklists when you hire someone new, when a partner changes review habits, or when filing season adds temporary staff.
Each quarter includes
- Half-day on-site visit
- Review of two agreed procedures against actual practice
- Short memo with adjustments and one recommended focus for next quarter
- Phone availability for one urgent question between visits
Minimum commitment
Two quarters. Most clients continue for four to six quarters after a workflow assessment.
Next step
Available after a completed assessment or mapping project. Ask about availability.