Free Assessment

Let's Discuss Your Challenges

Start with a free 30-minute operational assessment. No pitch, just insights. Select your practice type to begin.

Law Firm

Attorneys and legal practices looking to improve billing, collections, and operational efficiency.

Medical Practice

Physicians and healthcare practices focused on revenue cycle, denials, and patient access.

Contact Information

Tell us about yourself and your firm

Contact Name *

Title/Role *

Email Address *

Phone Number *

Firm Name *

Number of Attorneys *

City/Region *

Primary Practice Area(s) *

Annual Revenue Range (optional)

Technology Stack

What systems does your firm currently use?

Practice Management Software *

Many firms in your situation see 8+ hours weekly in time savings from the right system—we'll discuss this in our assessment.

Billing Software *

Document Management *

Client Intake Methods (select all that apply)

Website form

Phone only

Walk-ins

Referral network

Legal directories (Avvo, etc.)

Pain Point Assessment

Select all that currently challenge your firm

Difficulty capturing all billable time

High write-offs or discounts

Slow collections / aging A/R

Missed client inquiries or slow intake response

Time spent searching for documents

Billing takes too long each month

Staff overwhelmed with administrative tasks

Difficulty tracking matter profitability

Optional Metrics

If known, these help us prepare a more targeted assessment

Approximate Utilization Rate (%)

Approximate Realization Rate (%)

Typical Days from Work to Payment

Intake Conversion Rate (%)

Goals & Timeline

Help us understand what you're looking to achieve

Primary Goal for Seeking Assessment *

Timeline for Making Improvements *

We understand urgency. We offer expedited scheduling for urgent issues—select your preferred time and we'll do our best to accommodate.

Have you worked with consultants before? *

Yes

Please describe your previous experience

What's your single biggest operational frustration right now? (optional)

Anything else you'd like us to know before our call? (optional)

Information provided is used solely to prepare your complimentary assessment. We do not share your data with third parties. No protected health information (PHI) is requested or required.

Thank You!

We've received your information. Our team will review and reach out within 1 business day to schedule your free 30-minute assessment.

Download Your Free Resource

While you wait, download our Law Firm Operational Health Checklist—a comprehensive guide to identifying revenue leakage and inefficiencies in your practice.

Download Checklist (PDF)

Contact Information

Tell us about yourself and your practice

Contact Name *

Title/Role *

Email Address *

Phone Number *

Practice Name *

Number of Physicians/Providers *

City/Region *

Practice Specialty *

Practice Type *

Annual Patient Volume (approximate) (optional)

Primary Payer Mix (select all that apply)

Commercial/Private Insurance

Medicare

Medicaid

Medicare Advantage

Self-pay

Workers' Comp

Technology & Staffing

What systems and resources does your practice use?

EHR/EMR System *

Practice Management System *

Billing Handled By *

Clearinghouse Used *

Number of Billing/Admin Staff *

Pain Point Assessment

Select all that currently challenge your practice

High claim denial rates

Prior authorization burden

Patient no-shows

Slow insurance reimbursement

High A/R over 90 days

Coding errors or compliance concerns

Insurance eligibility issues

Patient collections challenges

Staff burnout or turnover

Scheduling inefficiencies

Documentation taking too long

Specific Denial Challenges

If you're experiencing denials, which reasons apply?

Missing or incomplete information (61% of denials)

Prior authorization issues

Eligibility/coverage issues (24% of denials)

Coding errors (12% error rate)

Medical necessity disputes

Timely filing

Duplicate claims

Coordination of benefits

Don't track denial reasons

Optional Metrics

If known, these help us prepare a more targeted assessment

Current Denial Rate (%)

Practices with denial rates above 15% typically recover $50,000+ annually through targeted improvements.

Days in A/R

Percentage of A/R over 90 days

Clean Claim Rate (%)

Patient No-Show Rate (%)

Net Collection Rate (%)

Goals & Timeline

Help us understand what you're looking to achieve

Primary Goal for Seeking Assessment *

Timeline for Making Improvements *

We understand urgency. We offer expedited scheduling for urgent issues—select your preferred time and we'll do our best to accommodate.

Have you worked with RCM consultants before? *

Yes

Please describe your previous experience

Considering outsourcing billing? *

Yes

Already outsourced

Exploring options

What's the single biggest revenue cycle frustration in your practice right now? (optional)

Anything else you'd like us to know before our call? (optional)

Information provided is used solely to prepare your complimentary assessment. We do not share your data with third parties. No protected health information (PHI) is requested or required.

Thank You!

We've received your information. Our team will review and reach out within 1 business day to schedule your free 30-minute assessment.

Download Your Free Resource

While you wait, download our Revenue Cycle Quick-Win Guide—a practical roadmap to immediate improvements in your practice's financial performance.

Download Guide (PDF)