File Audits

We provide comprehensive, forensic, independent file audits. This service gives you an in depth analysis of your fee earners’ performance identifying any trends, either from individual fee earners or across departments.We can audit the whole of a file, from file opening to file closing or specific parts of the file.   

We can complete a client’s existing file audit sheet. However, our clients believe there is great benefit in using one of our reporting formats, which are both easy to use and to extract information from.

           

For each file we audit, we prepare a report which details whether each criterion is compliant or non-compliant. Where a point is non-compliant, we identify precisely where in the file the non-conformance has taken place, together with supporting information. We can also categorise the non-compliant status with a minor or major rating.

We also provide an analysis per fee earner so trends against the criteria can be seen. We are able to provide a higher level team or departmental analysis so management can, on one sheet of paper, have an overview of the standard of work being given to their clients. Some clients find graphical analysis useful and some like to have a narrative analysis of the non conformances. We can provide both of these additional analyses.  

For an informal discussion about how DP can help you, contact Gail Biddulph at Gail@distinctivepartnerships.com or call us on 01244 571440