Free tool · 5 minutes
Practice Audit
Answer 15 questions about how your firm collects client documents. Get a score out of 100 across five dimensions — and a plain-English breakdown of where you're losing time.
What does this audit measure?
Collection Method
How clients actually send you documents — and how much friction that creates.
Reminder System
Whether you have a structured follow-up process or rely on manual chasing.
Visibility & Tracking
How clearly you can see what's been received, what's missing, and what's overdue.
Client Experience
How easy your process is for clients — the main driver of submission rate.
Resubmission & Quality
How often you receive wrong formats, incomplete files, or have to ask twice.
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Score by dimension
Where you're losing time
Fix these issues in 10 minutes.
Quire's magic link portal addresses every dimension this audit measures — and takes less time to set up than reading this page.
How this works
Answer 15 questions
Each question covers a specific part of your document collection process — no trick questions, no upsell pressure.
Get scored across 5 dimensions
Collection method, reminders, visibility, client experience, and resubmission rate — the five levers that determine how much time you spend chasing.
Read your personalised findings
Each low-scoring dimension generates a specific finding — plain English, no jargon, actionable regardless of whether you use Quire.