The Automation Audit consists of 2 forms that will be used to produce a report on automation options that will benefit your firm. The options offered will be matched to your requirements and may include specialist databases, activity tracking and notification, document automation, client interfaces and reporting.  After you have completed this form, you can use the Phase 2 form to gather information from practices and departments that would benefit from additional help.



Automation Audit Phase 1

The goal of the Automation Audit is to assess your current levels of automation and to identify projects that would benefit the firm.  After you have completed this form, you can use the Phase 2 form to gather information from practices and departments that would benefit from additional help.

The goal of the Automation Audit is to assess your current levels of automation and to identify projects that would benefit the firm.  After you have completed this form, you can use the Phase 2 form to gather information from practices and departments that would benefit from additional help.

Name of Organisation
Contact Name
Location

Create a list of departments and the type of work they perform

Select Department/Practice
Primary Contact
Number of staff
Most common types of work undertaken
Analysis
Add Department

This is useful background information.  Provide details of the exiting systems in use

Systems












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