A national mid tier law firm had recently opened a Newcastle office via an acquisition of another firm.  The Newcastle office was largely high volume legal work (Lot Sale Property, Mortgages, Wills & Estates).  The Newcastle office started to struggle under the “weight” of the new processes of this much larger firm.  I was engaged to review their processes in detail and make recommendations to streamline whilst not compromising prudent authorisations and Trust Accounting Regulations and ensuring that any recommendation could be rolled out in other high volume work areas of the firm.  I spent two days onsite in the Newcastle office and spoke to each relevant staff member in detail as to how they process their work.  It became clear there were a number of current processes that were relevant in larger offices (where often the work being performed was much different), that were hindering the velocity of these high volume (generally small value) files.  After 3 days (2 days onsite and 1 day preparing report), the management team of this firm had a report that outlined all the issues and a range of options to consider for improvement.  As we all know, there is often more than one answer to any problem and my experience lends itself to being able to outline solution options, always giving my preferred option and why.

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Feedback from the Director of Finance:  Jackie White was terrific to deal with, diligent in her approach and thorough in her findings. I would recommend Jackie to other firms and will use her in the future.