maximizing your financial system Investment?
For many law firms, implementing a new financial system was a significant investment, but implementation is just the beginning. The real value comes from optimizing your workflows, tightening financial controls, and ensuring every feature works as hard as your team does.
That's where AAC's Operational Audit comes in.
What Is an Operational Audit?
Our Operational Audit is a comprehensive, end-to-end assessment of your firm's key financial and operational processes. We dig into the details to identify inefficiencies, uncover opportunities, and help you realize the full potential of your technology investment.
We examine six critical areas that drive firm performance:
Client/Matter Intake: Are new matters being opened efficiently and accurately?
Rates Management: Is your rate structure optimized and consistently applied?
Billing: Where are the bottlenecks slowing down your revenue cycle?
Accounts Payable: Are your AP processes streamlined and properly controlled?
Cash Receipts & Trust Accounting: Is cash being applied correctly and compliantly?
General Ledger: Does your GL reflect accurate, timely financial data?
Our Approach: Thorough, Collaborative, Actionable
We don't believe in cookie-cutter assessments. Our process is designed to understand your firm's unique challenges and priorities:
We start with fact-finding questionnaires to gather baseline information
We interview firm management to understand your goals and pain points
We conduct discovery sessions, both on-site and remote, with the people who do the work every day
We review your documents, workflows, and staffing models to see how things actually operate
We assess your current Aderant functionality to identify underutilized features
We evaluate your reporting to ensure decision-makers get the information they need
We document the key metrics you use to measure success
What You'll Receive
At the end of our engagement, you'll have:
An Executive Summary with key findings and prioritized, actionable recommendations
A Comprehensive Report detailing our observations and specific areas for improvement
A Review Session with firm leadership to discuss findings and map out next steps
Why It Matters
Law firms operate in an increasingly competitive environment. Inefficient processes don't just waste time. They impact profitability, client satisfaction, and your team's morale. An operational audit helps you identify what's working, what isn't, and where small changes can deliver big results.
If you're ready to strengthen your financial controls, streamline your operations, and maximize your Aderant investment, we're here to help.
Ready to learn more? Contact us at hello@aac-us.com to start the conversation.