Firm Audit
Where work stalls, which money never hits the books, where supplies go, and who to follow up with. Showing sample data — add your own charges below.
Unrecorded charges
$909.44
Unbilled client costs
$1,061.20
Unaccounted supplies
$843.50
Total leakage
$2,814.14
Bottlenecks
Average days each matter spends at every stage.
Partner review10.2 days
Billing7.8 days
Drafting6.5 days
Intake1.8 days
Filing1.8 days
Charges never recorded
Card/bank charges with no matching expense entry (same vendor & amount within 3 days).
- 2026-10-14 · Staples · Jim Hale$298.75
- 2026-10-19 · Uber · Marcus Lee$64.30
- 2026-10-22 · Amazon · Jim Hale$189.99
- 2026-10-30 · Staples · Jim Hale$356.40
Client costs not billed
Expenses tied to a matter that were never passed to the client.
- 24-102 · FedEx · Rosa Diaz$86.20
- 24-103 · Court Reporters Inc · Marcus Lee$975.00
Paper & office supplies
Purchased vs. signed out. The gap is unaccounted for.
| Item | Bought | Logged | Missing |
|---|---|---|---|
| Paper (reams) | 120 | 79 | 41 ($307.50) |
| Toner cartridges | 12 | 8 | 4 ($356.00) |
| Legal pads | 60 | 30 | 30 ($66.00) |
| Binders | 40 | 21 | 19 ($114.00) |
- Jim Hale signed out 38 paper (reams) — 2.9× the per-person average.
- Jim Hale signed out 5 toner cartridges — 3.8× the per-person average.
- Tom Becker signed out 15 binders — 4.3× the per-person average.
Who needs a conversation
Ranked by flags: slow stages, unrecorded charges on their card, unbilled costs they entered, unusual supply use.
| Person | Slow stages | Unrecorded | Unbilled | Supply | $ at issue |
|---|---|---|---|---|---|
| Jim Hale Office Manager | 0 | 3 | 0 | 2 | $845.14 |
| Marcus Lee Associate | 0 | 1 | 1 | 0 | $1,039.30 |
| Rosa Diaz Legal Assistant | 0 | 0 | 1 | 0 | $86.20 |
| Tom Becker Paralegal | 0 | 0 | 0 | 1 | $0.00 |
| Karen Doyle Partner | 0 | 0 | 0 | 0 | $0.00 |
| Priya Shah Associate | 0 | 0 | 0 | 0 | $0.00 |
Flags point to where to look, not proof of wrongdoing — confirm with receipts and a conversation.
Add a charge or expense
AI audit memo
A written summary for the managing partner.