Underperforming setups
Firms who feel their system should be doing more than it is but can't quite see where the gaps are.
A clear-eyed read on how well your Actionstep, Clio or Smokeball system is working today — and where the easy wins are. No commitment. It's where every partnership begins.
A practice-management health check is a clear-eyed review of how well your Actionstep, Clio or Smokeball system is working today — configuration, workflows, data quality, reporting, adoption and governance. Hero Factory delivers a prioritised list of findings and quick wins, with no obligation. It's the same place every partnership begins.
Firms who feel their system should be doing more than it is but can't quite see where the gaps are.
Firms live for a while whose configuration has drifted or was never finished.
Firms weighing a switch or a bigger project who want an honest baseline before deciding.
We start with what prompted the check — what's working, what isn't and what you want out of it.
We look across configuration, workflows, data, reporting, adoption and governance.
You get a prioritised list of what's holding the firm back and the quick wins available now.
A clear, honest recommendation — including whether you even need us for it.
Manual work and re-keying that a properly configured system would remove.
Partners flying blind on capacity, WIP and lock-up.
Teams quietly working around the system instead of in it.
Changes available now that deliver value before any bigger project.
Certified across Actionstep, Clio and Smokeball. Details in our work are anonymised as standard; introductions to past clients are available on request. See a recent case study →
Yes. The health check is complimentary and comes with no obligation — it's how most of our partnerships begin, and sometimes the honest answer is that you don't need us for what you're after.
We review Actionstep, Clio and Smokeball setups, plus the processes and reporting around them. If you're on another system, we can still give you a useful read.
A prioritised list of findings — what's holding the firm back and the quick wins available now — plus a clear recommended next step.
No. A health check is a review, not a build. Nothing changes in your system unless and until you decide to proceed with work.
It starts with a short conversation and a focused review. We keep it lean so you get practical findings quickly rather than a drawn-out audit.