Firm Workflow Health Check

Assess your Firm's Workflow Health

This quick health check shows how well your workflow, systems, and processes support efficiency and firm growth. Your results pinpoint bottlenecks, opportunities, and the steps that can strengthen your operational foundation. For each statement, score yourself from 1 (We’re struggling) to 10 (We’ve nailed it).

We have clear, real-time visibility of all jobs in progress across the firm.

Partners and managers can easily see the status of every job without asking staff

Our workflow system integrates well with our practice management and billing tools.

Our current technology setup supports firm growth and won’t limit future expansion.

We can combine ATO lodgement data with workflow and jobs

We can easily track job profitability and compare actual vs estimated time.

We can confidently forecast workload for upcoming periods.

We have a clear view of staff workloads across the team.

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