Answer 10 quick questions about your firm's cash flow, trust accounting, and growth readiness. You'll get a personalized scorecard showing exactly where you stand — and where the gaps are.
Get scored across 3 critical areas — from cash flow management to growth readiness — with clear next steps for each.
Start the Free AssessmentEach category maps to a real financial challenge PI firms face every day. You'll see exactly where you're strong — and where the gaps are costing you.
How well your firm predicts cash flow, manages the feast-or-famine cycle, tracks case-level profitability, and makes strategic decisions about which cases to take vs. refer out
How streamlined, documented, and audit-ready your trust accounting processes are — not just whether they're getting done, but whether they'd hold up without scrambling
Whether you have the dashboards, reporting, and financial modeling to make confident decisions about hiring, marketing, compensation, and growth
Quick multiple-choice questions about how your firm handles cash flow, case economics, trust accounting, and growth planning.
See your score across all three categories — Strong Foundation, Needs Work, or At Risk — with a clear breakdown of where you stand.
Your results show exactly which areas need attention and what steps to take next — whether that's a quick fix or a deeper conversation.
This assessment is designed specifically for personal injury attorneys running their own practices. If any of these sound familiar, it's worth three minutes of your time.
Most PI firm owners pick B or C. That's exactly what this assessment helps you understand.
No cost, no obligation. Just a clear picture of your firm's financial health — and a starting point for what to do about it.
Start the Free Assessment Or, if you already know you need help: Book a free discovery call →