Start with the self-audit
Use the ABA 512 self-audit to get a quick baseline on competence, confidentiality, supervision, and fee pressure points.
The score is an intake signal, not a compliance certification and not legal advice.
Use the waitlist for deeper review
Use the waitlist if the firm needs a deeper operating-model review after the self-audit.
We use that information to decide whether a private-build or workflow review conversation makes sense and where the first governed workflow should live.