Practice Readiness Quiz
Answer 12 quick questions about your firm’s operational and financial state. Get a readiness score and a prioritized action list tailored to where you are.
0 / 12 answeredScore so far: 0 / 24
Legal & regulatory
Is your law firm entity formed, registered, and in good standing?
Trust accounting
Do you have a dedicated IOLTA/trust account and a system to track client funds?
Engagement & fees
Do you use written fee agreements and a consistent intake process?
Deadlines & calendaring
How do you track court deadlines and matter deadlines?
Insurance
Do you carry malpractice / E&O insurance with adequate limits?
Financial clarity
Do you know your monthly break-even revenue and true hourly rate?
Tax reserves
Are you setting aside money for income and self-employment taxes?
Technology
Do you have practice-management software and secure document storage?
Marketing & intake
Do you have a reliable way new clients find and contact you?
Risk management
Do you run conflict checks before opening every matter?
Wellbeing
Are you working sustainable hours without chronic burnout?
Plan & goals
Do you have a written 12-month plan with revenue and growth targets?
Educational self-assessment — not legal, tax, or business advice.