Free firm health check for UK solicitors
Ten or so solicitor-specific questions. We'll flag the SRA compliance, FA 2014 Salaried Member, BADR, post-merger and structural items most worth reviewing in your specific position. The output is on-screen plus a follow-up email — no PDF wall, no sales drip.
First, about you
Editorial: report generated from your inputs, directional only, not personalised advice.
How the check works
Answer 10-ish questions
Six short steps covering your role, firm type, structure, client money volume, COFA status, and sale / buy plans. Optional notes at the end if you want to flag a specific concern.
On-screen findings
15+ diagnostic rules run on your answers. Items are prioritised: Priority (impactful + actionable), Notable, Tweaks, FYI. You see the top five immediately.
Follow-up call (optional)
We follow up to your email once with the full report and offer a 30-minute scoping call to put real numbers against the items. If you don't reply, we don't chase.
Frequently asked
- What does the firm health check cover?
- Ten or so dental-specific questions covering your role (sole practitioner, equity partner, fixed-share, salaried, associate, consultant), firm type and practice area, entity structure, client money volume, COFA status, and sale / acquisition / succession plans. The output is a prioritised list of SRA compliance, structural, tax, FA 2014, BADR, and post-merger items most relevant to your specific position.
- How long does it take?
- 10 minutes for most people. Six steps; the last is a review screen before you submit. Optional fields can be skipped without materially affecting the report.
- Is the report personalised tax or regulatory advice?
- No. The report is generated automatically from your inputs and is directional only. It flags items most worth looking at for someone in your position, but specific numbers and decisions require a conversation with a legal-sector-specialist accountant on your actual figures. The follow-up scoping call is where personalised advice begins.
- Will you spam me afterwards?
- No. We follow up once with the report and an offer of a 30-minute scoping call. If you don't reply, we don't chase. No drip sequences, no remarketing, no list-selling.
- Is this only for equity partners?
- No. Sole practitioners, equity partners, fixed-share and salaried members, associates, trainees, consultants and COFAs all benefit from the structural and compliance review. Different roles will see different items flagged; the rules engine routes each profile to the items most relevant to them.
Want to read first?
Background reading from our pillar library
Pillar guide
SRA Accounts Rules Essentials
Client money discipline, five-weekly cycle, accountant's report, COFA role, common breaches.
Pillar guide
Partnership vs LLP
FA 2014 mechanics, conversion economics, capital and risk.
Pillar guide
COFA Fundamentals
Role mechanics, materiality calls, 90-day new-COFA onboarding.