Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

The overall value of getting an external file review for your law firm

1 Oct 2024 · 1 min

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In this segment, the speaker explains how an external file review provides law firm owners with unbiased, third‑party insight into their practice. By paying for an independent assessment, owners gain reliable information that helps them decide whether a client or a particular matter is a good fit, and whether internal work aligns with the firm’s objectives. The speaker also highlights the risk of knowledge loss when an in‑house attorney who has deep, undocumented expertise leaves, creating a “black hole” that could have been avoided with external oversight. The overall message is that external reviews are not a critique of in‑house staff but a strategic tool to ensure alignment, continuity, and informed decision‑making.

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But the value, the ultimate value back to the firm owner is it's your choice to do what you need. But now you are equipped with information from an unbiased place. You've paid for that time. And from there, you can go. I mean, it's not every client is a good fit and not every— and it goes both ways. But also transactionally, sometimes things happen in a firm where an in-house person was working really well and nobody knows what's going on. Yeah. And then something happens to them, and now you have this big black hole. You've never had an outside firm overseeing it to understand it. So that's also a way to look at it through that lens too. It's not, not questioning in-house people's work, but do things actually align the way they should, and who has their pulse on that?