The Edgerton deliverable
Fictional sample assessment
Prepared for Calloway & Finch LLP From you
Calloway & Finch's 26 measured people spend about 66 hours a week on 11 repeated procedures that mostly move matter information from one program to another. 11 read-only agents could take an estimated 26 to 39 of those hours.
Not measured: Laptops that attorneys take to court and to client meetings were not part of this measurement; only the office computers were.
The current picture
Nobody here is doing a bad job. The programs do not talk to each other, so people carry the information between them.
Matter information is copied by hand from one program to another 1,449 times a week.
Copy-and-paste events between programs, counted across 26 computers: how many, and from which program to which.Explore the record ↗A typical uninterrupted stretch for the attorneys is 9 minutes. Across the firm, people change windows about 126 times a day.
Window changes and active time per computer.Explore the record ↗The procedures in the catalogue add up to about 66 hours a week across 26 people.
Runs per week multiplied by the typical minutes per run, for each procedure.Explore the record ↗Attorneys piece together their time entries from sent mail, the calendar and recent documents 50 times a week, about 11.7 hours in total, most often after 5pm.
Time-entry sessions by time of day, on 10 computers.Explore the record ↗Paralegals docket 45 court notices a week, counting the dates from a rules chart in a spreadsheet. 21 of them are docketed on one computer.
Court notice emails, docket site visits and calendar entries, on 5 computers.Explore the record ↗Intake prepares 18 conflict sheets a week and two partners clear them by reply to email. 1 in 3 was answered the next business day or later.
Conflict sheet emails and the replies to them, by time sent.Explore the record ↗Paralegals assemble about 30 documents a week, about 10.0 hours. 2 in 3 drafts started from another matter's document rather than the firm template.
Window titles when each draft was opened, on 7 computers.Explore the record ↗4 programs in use are not on the firm's official list, including a free PDF editor on three computers. One computer still runs Windows 10.
Programs seen in use, compared with the list the firm gave us; operating system per computer.Explore the record ↗Share of active time across all 26 computers.
1,449 copies a week. Two flows lead: matter details copied from the practice management system into Word (180 a week) to assemble documents, letters and client updates, and details from email typed into the practice management system (180 a week), mostly as time entries. Filing email to matters adds 300 copies a week into the document management system.
1,309 inside named procedures; 140 outside them.
Who does the work
Shown by team and by person. Person records describe the work, not the person: the aim is to fix procedures, not to score people.
The strips show relative activity by hour, not contracted hours. 0 to 1, where 1 is that team's busiest hour. Observed
Legal work, client advice and review. Drafting and email share the day; time entries are written up at the end of it.
Docketing, document preparation, filings and matter upkeep. The morning starts with court notices; drafting and filing preparation fill the afternoon.
New enquiries, conflict check prep and engagement letters. Enquiries arrive through the morning; engagement letters go out in the afternoon.
Prebills, billing, signatures and running the office. Steady through the month, with prebill review stacked into the first week.
Your procedures
These are the recurring jobs counted in the assessment. Shared procedures are counted once; each person's share appears inside the record.
Observed Observed runs and median minutes; month = 4 working weeks.
Excel · Outlook · Practice management system
Conflict Check Prep · Searches existing clients, matters and parties for every name in a new enquiry.
Stays with people: Checking the sheet and sending it to the partners.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Outlook · Practice management system
Conflicts Queue · Keeps one list of conflict sheets waiting for a partner, oldest first.
Stays with people: Every conflict decision.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Document management · E-signature · Practice management system · Word
Engagement Letter Drafts · Drafts the engagement letter from the right template and the matter's intake details.
Stays with people: Approving the terms and sending it for signature.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Court e-filing and docket sites · Excel · Outlook · Practice management system
Docket Watch · Reads new court notices and docket entries and proposes the deadlines each one sets.
Stays with people: Checking every date and entering it on the calendar.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Document management · Outlook · Practice management system
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
Stays with people: Checking, editing and entering the time.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Document management · Outlook · Practice management system · Word
Status Update Drafts · Drafts a client update from the matter's recent activity, latest documents and next dates.
Stays with people: Reading the draft and sending it.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Excel · Outlook · Practice management system
Prebill Check · Checks each prebill's narratives and codes against the client's billing guidelines.
Stays with people: Making the changes and sending the prebill to the billing attorney.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Document management · Practice management system · Word
Document Assembly Prep · Fills the firm's template with the matter's parties, dates and terms.
Stays with people: Checking the draft and saving it to the matter.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Court e-filing and docket sites · Document management · PDF editor
Filing Checklist · Checks a filing set against its checklist before anyone opens the court's site.
Stays with people: Preparing the final PDF and filing it with the court.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Document management · E-signature
Signature Tracker · Lists every document still waiting for a signature, oldest first.
Stays with people: Setting up the envelope and sending any reminder.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Document management · Outlook · Practice management system
Email Matter Matching · Matches each new email and attachment to its matter and proposes a name to the firm's convention.
Stays with people: Saving and profiling each one to the matter.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
The proposed agents
An agent is suggested for a procedure when it repeats every week, part of it is finding and gathering information, and that information lives in a system we can connect. The agent does the finding and preparing. A person still makes the decision and makes any change. Procedures done by the same people from the same systems share one agent.
Intake · proposed read-only agent
Searches existing clients, matters and parties for every name in a new enquiry.
A filled-in conflict sheet for each enquiry, with any past matches listed next to the name they matched.
Checking the sheet and sending it to the partners.
Attorneys · proposed read-only agent
Keeps one list of conflict sheets waiting for a partner, oldest first.
A running list of sheets waiting, with the matches that need a look.
Every conflict decision.
Intake · proposed read-only agent
Drafts the engagement letter from the right template and the matter's intake details.
A drafted letter with the client, scope and rates filled in and marked for checking.
Approving the terms and sending it for signature.
Paralegals · proposed read-only agent
Reads new court notices and docket entries and proposes the deadlines each one sets.
A list of new notices each morning, with the proposed dates and the rule each date comes from.
Checking every date and entering it on the calendar.
Attorneys · proposed read-only agent
Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
A draft time sheet for the day, with suggested matters and narratives.
Checking, editing and entering the time.
Paralegals · proposed read-only agent
Drafts a client update from the matter's recent activity, latest documents and next dates.
A drafted update per matter, with the dates it came from.
Reading the draft and sending it.
Billing & admin · proposed read-only agent
Checks each prebill's narratives and codes against the client's billing guidelines.
A marked-up list per prebill, with each entry that may break a guideline and why.
Making the changes and sending the prebill to the billing attorney.
Paralegals · proposed read-only agent
Fills the firm's template with the matter's parties, dates and terms.
A first draft built from the firm template, with every filled-in field marked.
Checking the draft and saving it to the matter.
Paralegals · proposed read-only agent
Checks a filing set against its checklist before anyone opens the court's site.
A pre-filing checklist: documents, exhibits, page counts and anything missing.
Preparing the final PDF and filing it with the court.
Billing & admin · proposed read-only agent
Lists every document still waiting for a signature, oldest first.
An unsigned list with how long each has waited, and a drafted reminder for each.
Setting up the envelope and sending any reminder.
Paralegals · proposed read-only agent
Matches each new email and attachment to its matter and proposes a name to the firm's convention.
A list of the day's emails and attachments, each with its proposed matter and file name.
Saving and profiling each one to the matter.
Systems and context
One connection does most of the work: 7 of the 11 agents need the practice management system.
| System | What it holds | Connection status | Needed by |
|---|---|---|---|
| Microsoft 365 | Email, calendars, Word, Excel, Teams, files | Standard connectionA connection we already support. | 6 agents |
| Practice management system | Clients, matters, calendars, time and billing | Built with youNot a standard connection today. Scoped and built as a new integration, using the vendor's supported access. | 7 agents |
| Document management | Matter documents, templates and correspondence | Built with youNot a standard connection today. Scoped with you. | 6 agents |
| E-signature service | Documents out for signature and their status | Built with youNot a standard connection today. Depends on the service's supported access. | 1 agents |
| Court e-filing and docket sites | Court notices and docket entries | Built with youNot a standard connection today. Each court's site is checked for supported access and terms; agents only read. | 2 agents |
What each agent would need to read. Access, licensing and permissions are confirmed in the proposal.
An agent is only useful if it knows how Calloway & Finch works. The assessment is where that starts.
We connect the systems the agents need to read, with the access you agree.
We write down how each procedure is done and the business facts an agent needs, then check them with the people who do the work.
We show each team its agents in Switchboard and how to make new ones by asking. We adjust the skills as people use them.
Estimates / the business case
Estimated time is capacity your team gets back, not guaranteed cash savings.
| Agent | Today h/wk | Could take h/wk | Year hours |
|---|---|---|---|
| Conflict Check Prep | 6.6 | 4–5.3 | 190–250 |
| Conflicts Queue | 1.8 | Not sized | Not sized |
| Engagement Letter Drafts | 3 | 1.8–2.4 | 90–120 |
| Docket Watch | 6.8 | 2–3.4 | 100–160 |
| Time Entry Drafts | 11.7 | 3.5–5.8 | 170–280 |
| Status Update Drafts | 6.7 | 4–5.3 | 190–260 |
| Prebill Check | 4.7 | 2.8–3.7 | 130–180 |
| Document Assembly Prep | 10 | 3–5 | 140–240 |
| Filing Checklist | 4.7 | 1.4–2.3 | 70–110 |
| Signature Tracker | 2.7 | 1.6–2.1 | 80–100 |
| Email Matter Matching | 7.5 | 2.2–3.8 | 110–180 |
| Total | 66 | 26–39 | 1,270–1,880 |
Estimate Value of time, not cash savings or ROI
Current procedure time: $143,000 / year
Proposed agent time back: $57,000–$85,000 / year
All figures above use $45 an hour, a placeholder loaded hourly cost. Change it to your own rate. The proposal sets this against build and operating cost.
Team ranges below sum the rounded ranges on each person’s card; small differences from the company range are rounding.
What happens next
We check the procedures and the numbers with the people who do the work.
Connections, agents, price and date, with the estimated time set against the cost.
Go ahead, start smaller, or stop here. The report is yours to keep either way.
10 business days across 26 computers. Workflow: programs, window titles, active time and screen context. No audio. Staff told in writing before anything ran.
Not measured: Laptops that attorneys take to court and to client meetings were not part of this measurement; only the office computers were.
The measurement data is Calloway & Finch's. It is deleted five business days after this report is delivered.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Individual work patterns
Choose a person to see their work, related machines and procedures, and the basis for any time estimate.
26 of 26 people
Person record From you
Managing Partner · Attorneys · Main office
Conflicts Queue · Keeps one list of conflict sheets waiting for a partner, oldest first.
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
One of two partners who clear conflicts.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine context
Choose a machine to see its assigned person, activity, applications and health context.
26 of 26 machines
Machine record Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Practice management system
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Complete record appendix
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result. All supplied records appear here, independent of the selected view or search.
Person record / Appendix From you
Managing Partner · Attorneys · Main office
Conflicts Queue · Keeps one list of conflict sheets waiting for a partner, oldest first.
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
One of two partners who clear conflicts.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Partner · Attorneys · Main office
Conflicts Queue · Keeps one list of conflict sheets waiting for a partner, oldest first.
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
One of two partners who clear conflicts.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Partner, Litigation · Attorneys · Main office
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
Status Update Drafts · Drafts a client update from the matter's recent activity, latest documents and next dates.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Partner, Transactional · Attorneys · Main office
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
Document Assembly Prep · Fills the firm's template with the matter's parties, dates and terms.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Senior Associate · Attorneys · Main office
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
Status Update Drafts · Drafts a client update from the matter's recent activity, latest documents and next dates.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Associate · Attorneys · Main office
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Associate · Attorneys · Main office
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Associate · Attorneys · Main office
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Associate · Attorneys · Main office
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
Document Assembly Prep · Fills the firm's template with the matter's parties, dates and terms.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Associate · Attorneys · Main office
Time Entry Drafts · Lays out the day's emails, meetings and documents by matter, so time can be written from a list instead of from memory.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Senior Paralegal · Paralegals · Main office
Docket Watch · Reads new court notices and docket entries and proposes the deadlines each one sets.
Status Update Drafts · Drafts a client update from the matter's recent activity, latest documents and next dates.
Document Assembly Prep · Fills the firm's template with the matter's parties, dates and terms.
Filing Checklist · Checks a filing set against its checklist before anyone opens the court's site.
Email Matter Matching · Matches each new email and attachment to its matter and proposes a name to the firm's convention.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Litigation Paralegal · Paralegals · Main office
Docket Watch · Reads new court notices and docket entries and proposes the deadlines each one sets.
Status Update Drafts · Drafts a client update from the matter's recent activity, latest documents and next dates.
Filing Checklist · Checks a filing set against its checklist before anyone opens the court's site.
Email Matter Matching · Matches each new email and attachment to its matter and proposes a name to the firm's convention.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Litigation Paralegal · Paralegals · Main office
Docket Watch · Reads new court notices and docket entries and proposes the deadlines each one sets.
Status Update Drafts · Drafts a client update from the matter's recent activity, latest documents and next dates.
Filing Checklist · Checks a filing set against its checklist before anyone opens the court's site.
Email Matter Matching · Matches each new email and attachment to its matter and proposes a name to the firm's convention.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Paralegal · Paralegals · Main office
Status Update Drafts · Drafts a client update from the matter's recent activity, latest documents and next dates.
Document Assembly Prep · Fills the firm's template with the matter's parties, dates and terms.
Email Matter Matching · Matches each new email and attachment to its matter and proposes a name to the firm's convention.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Corporate Paralegal · Paralegals · Main office
Status Update Drafts · Drafts a client update from the matter's recent activity, latest documents and next dates.
Document Assembly Prep · Fills the firm's template with the matter's parties, dates and terms.
Signature Tracker · Lists every document still waiting for a signature, oldest first.
Email Matter Matching · Matches each new email and attachment to its matter and proposes a name to the firm's convention.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Paralegal · Paralegals · Main office
Docket Watch · Reads new court notices and docket entries and proposes the deadlines each one sets.
Status Update Drafts · Drafts a client update from the matter's recent activity, latest documents and next dates.
Document Assembly Prep · Fills the firm's template with the matter's parties, dates and terms.
Email Matter Matching · Matches each new email and attachment to its matter and proposes a name to the firm's convention.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Docketing Paralegal · Paralegals · Main office
Docket Watch · Reads new court notices and docket entries and proposes the deadlines each one sets.
Filing Checklist · Checks a filing set against its checklist before anyone opens the court's site.
Email Matter Matching · Matches each new email and attachment to its matter and proposes a name to the firm's convention.
Dockets most of the firm's court notices; the deadline rules chart lives on this computer.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Paralegal · Paralegals · Main office
Status Update Drafts · Drafts a client update from the matter's recent activity, latest documents and next dates.
Document Assembly Prep · Fills the firm's template with the matter's parties, dates and terms.
Email Matter Matching · Matches each new email and attachment to its matter and proposes a name to the firm's convention.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Intake Coordinator · Intake · Main office
Conflict Check Prep · Searches existing clients, matters and parties for every name in a new enquiry.
Engagement Letter Drafts · Drafts the engagement letter from the right template and the matter's intake details.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Intake Specialist · Intake · Main office
Conflict Check Prep · Searches existing clients, matters and parties for every name in a new enquiry.
Engagement Letter Drafts · Drafts the engagement letter from the right template and the matter's intake details.
Signature Tracker · Lists every document still waiting for a signature, oldest first.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Intake Specialist · Intake · Main office
Conflict Check Prep · Searches existing clients, matters and parties for every name in a new enquiry.
Engagement Letter Drafts · Drafts the engagement letter from the right template and the matter's intake details.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Billing Manager · Billing & admin · Main office
Prebill Check · Checks each prebill's narratives and codes against the client's billing guidelines.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Billing Coordinator · Billing & admin · Main office
Prebill Check · Checks each prebill's narratives and codes against the client's billing guidelines.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Billing Coordinator · Billing & admin · Main office
Prebill Check · Checks each prebill's narratives and codes against the client's billing guidelines.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Office Manager · Billing & admin · Main office
Signature Tracker · Lists every document still waiting for a signature, oldest first.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Administrative Assistant · Billing & admin · Main office
Signature Tracker · Lists every document still waiting for a signature, oldest first.
Email Matter Matching · Matches each new email and attachment to its matter and proposes a name to the firm's convention.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Practice management system
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Document management
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Document management
None recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Document management
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Document management
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Practice management system
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Document management
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Document management
None recorded.
The health check was not switched on for this computer.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Document management
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Document management
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Word · Outlook · Document management
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Word · Outlook · Practice management system
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Document management
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Document management
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 10 Pro · Main office
Outlook · Word · Document management
None recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Word · Outlook · Document management
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Word · Outlook · Document management
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Word · Outlook · Document management
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Practice management system · Excel
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Excel · Practice management system
None recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Practice management system · Word
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Practice management system · Outlook · Excel
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Practice management system · Outlook · Excel
None recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Practice management system · Outlook · Excel
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Practice management system · Outlook · Excel
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Practice management system · Outlook · Excel
None recorded.
No specific risk recorded.
Sample report. Calloway & Finch LLP is a fictional company and every figure here is example data, not a client result.
Your business. Your evidence.
Edgerton measures the work you agree to assess. You keep the findings and decide what to build. A proposal compares the estimated benefit with the actual build and operating costs.
Free · 30 min · no pitch