Find Out Where Your Firm Leaks Billable Hours
Take the 60 second audit. Our AI scores the four areas where firm hours leak, intake, documents, pipeline, and client communication, and scans your website live while it works. If the score worries you, request the complete diagnostic: researched by hand and delivered free within a day
Start the Free Audit →Get Your AI Leak Score
A few short fields and a handful of taps. The AI scores your firm instantly, and every answer you give here feeds the complete diagnostic if you request it
01 About your firm
How many people work at your firm?
Roughly how many new inquiries reach you per month?
03 What feels broken? Optional
02 Your operations, one tap per question
How fast does a brand-new inquiry get its first response?
What happens to inquiries that arrive at night or on weekends?
Can a prospect book a consultation directly on your website?
How are engagement letters, proposals, and client document packs produced?
Could you list every live inquiry and its stage right now?
How do clients find out the status of their matter?
Both free. The AI score is instant. The complete manual audit reaches your inbox within a day · v3
Six deliverables. Researched by hand
Every report is built for one firm only. Here is exactly what lands in your inbox
Client Intake Review
The Capture stage: how every inquiry reaches you, how fast it is answered, and what after-hours costs you
Lead & Pipeline Review
The Convert stage: where warm leads go cold, with no scoring, no nurture, and no single pipeline view
Documents & Delivery Review
The Deliver stage: how paperwork moves through your firm, and the weekly hours the chasing eats
Client Communication Review
The Retain stage: what status calls cost your team, and what proactive updates would recover
Competitor Benchmark
Your setup beside 2 to 3 rival firms: intake, response time, automation
Ranked Action Plan
Which of the four tools to deploy first for your firm, sorted by impact against effort, yours either way
Rivergate Mortgages
Our demonstration firm · sample diagnostic · ~70 inquiries per month
Executive Summary
Score Breakdown · The Four Stages
| Stage | Score | Assessment |
|---|---|---|
| Capture · Client intake & first response | 55 / 100 | Contact form works, but every inquiry needs a manual call back. After-hours inquiries wait until morning. |
| Convert · Leads & pipeline | 50 / 100 | Pipeline tracked in a shared sheet. No scoring, no nurture. Warm leads cool silently. |
| Deliver · Documents & processing | 68 / 100 | Solid checklists and clean process, but collection is chased by hand over email and phone. |
| Retain · Client communication | 75 / 100 | Clients praise the advice, but chase for updates. Nothing proactive between milestones. |
Hour Leaks Identified
1 · No after-hours inquiry capture
Inquiries arriving evenings and weekends wait until the next business day. Applicants comparing brokers proceed with whoever responds first. There is no AI or automated response capturing these inquiries.
Estimated impact: 4 to 6 lost applications per month2 · First response measured in hours, not seconds
Web leads receive a first response in 3 to 4 hours on a good day. Speed to lead is the single strongest conversion factor in broking, and every hour of delay compounds the loss.
Estimated impact: faster competitors win the comparison shoppers3 · Documents chased manually
Payslips, bank statements, and IDs are requested and re-requested by staff over email and phone. No automated collection or reminder sequence exists.
Estimated impact: 7 to 9 staff hours per week4 · Pipeline lives in a spreadsheet
Deal stages are tracked in a shared sheet with no scoring, no nurture for not-yet-ready applicants, and no live view for the principals.
Estimated impact: warm leads silently going cold5 · Status updates consume adviser time
Clients call for updates during processing because nothing informs them proactively. Each call interrupts revenue-producing work.
Estimated impact: 3 to 5 adviser hours per weekAI & Automation Readiness Assessment
| Automation opportunity | Readiness | Effort | Expected impact |
|---|---|---|---|
| AI Client Intake & CRM Automation (Tool 1) | High | Low | Every inquiry answered in seconds, 24/7 |
| AI Lead Qualification & Pipeline Management (Tool 2) | High | Medium | Warm leads stop going cold |
| Document Generation & Review Automation (Tool 3) | High | Low | 7-9 staff hrs/week recovered |
| AI Client Communication & Status Automation (Tool 4) | High | Low | 3-5 adviser hrs/week recovered |
| Review & referral automation | Medium | Low | Compounding reputation growth |
| Analytics & KPI dashboard | Medium | Medium | Strategic visibility |
Competitor Benchmark
| Feature | Rivergate (You) | Competitor A | Competitor B |
|---|---|---|---|
| Instant inquiry response | ✗ No | ✓ Yes | ✓ Yes |
| After-hours AI assistant | ✗ No | ✗ No | ✓ Yes |
| Automated document collection | ✗ No | ½ Partial | ✓ Yes |
| Client status portal or updates | ✗ No | ✗ No | ½ Partial |
Prioritised Action Plan
Ranked by impact. Start with 01 and work down.
Deploy AI Client Intake & CRM Automation
Every inquiry answered in seconds, qualified, and booked from real availability, at any hour. Closes the single largest gap: speed to lead.
Estimated impact: first response drops from hours to under 60 secondsDeploy Document Generation & Review Automation
Applicants receive a checklist, upload link, and automatic reminders until every document is in, with human sign-off before anything leaves the firm.
Estimated impact: 7-9 staff hours per week recoveredDeploy AI Lead Qualification & Pipeline Management
Every lead in one live view, scored by likelihood to proceed, with automatic nurture keeping the not-yet-ready warm.
Estimated impact: warm leads stop dying of neglectDeploy AI Client Communication & Status Automation
Clients are informed proactively at each milestone, ending the update phone calls that interrupt adviser selling time.
Estimated impact: 3-5 adviser hours per week recoveredFrom first tap to full report, in a day
Tap through the form
A few fields and one-tap questions. Around two minutes
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The engine scores your four operations areas and scans your website live
Ask for the complete diagnostic
One click if the score worries you. No obligation
Report in a day
Researched by hand: competitors, workflows, hour leaks, and a ranked plan
Common Questions
Nothing. Both the instant AI score and the full manual audit, delivered within a day, are completely free. No card, no commitment. A firm that has seen the quality of our analysis is more likely to become a client, that is the whole business model.
An AI engine reads your six answers, scans your website live for things like booking capability and after-hours coverage, and scores your four operations areas with written reasoning. It is a genuine analysis of your firm, not a random number, but it is preliminary by design.
A human goes deeper than any instant scan can: your competitors, your real workflows, hour-leak estimates, and a ranked action plan. It is researched by hand, which is why it takes a day and why we only do five per month.
Your answers and report reach our team so we can prepare properly if you book a call. We work with law firms, financial firms, tax practices, and mortgage firms, and we treat your information with the same confidentiality standard your clients expect from you.
Only if you ask. The score is instant and the report speaks for itself. If you want to walk through it or request the full manual audit, you book the call yourself.
5 audits. Every month. First come, first served
We limit audits to 5 per month to ensure every report is done properly. Once the slots are filled, the form closes until the following month. If you are reading this, there are still slots available
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