A note on what this is: this reflects operational experience from my career before founding Your Digital Support Hub. Blake Morgan LLP was an employer, not a client of this business, it's included here because it's the foundation the audit process is built on.
The Situation
A firm-wide gap, hiding in plain sight.
Before I joined the residential conveyancing team at Blake Morgan LLP, the firm had no presence on Lender Exchange, the industry platform used to submit certificates of title and manage lender relationships digitally. Without it, the residential property team across the firm's multiple English offices was working without a shared digital system for one of the most process-heavy parts of a conveyancing transaction.
What I Did
Built it from a standing start, then rolled it out firm-wide.
I was given responsibility for setting up Lender Exchange from scratch and rolling it out across the firm's residential property offering, coordinating with fee earners and support staff across multiple offices to get it properly embedded into daily casework, not a pilot in one office, but a live system supporting real transactions firm-wide.
Why It Matters Now
The same gap I audit for boutique firms today.
This is the same gap I audit for boutique firms today: a piece of operational infrastructure that either doesn't exist yet, or exists but was never rolled out past one office or one team. I've done the unglamorous work of building that infrastructure from nothing, across multiple locations, inside a live caseload, not just recommended it from the outside.
Also Worth Reading
More field experience
Want this level of follow-through applied to your practice?
It starts with a Digital Infrastructure Audit.