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Strategic Audit and Review

We help our clients by reviewing their IT, Legal Operations, Knowledge Management and/or client onboarding processes and identifying practical improvements to enhance efficiency.

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Our approach

Each firm is different and whilst we have a tried and tested repeatable process we always aim to configure our approach to meet each firms needs. Our reviews provide direction on changes identified and how these can be achieved considering organisational structure and behavioural advice and change management and more.

Our strategic reviews...

...are grounded in the needs of the organisation.

...are aligned with the organisation’s business strategy.

...are practical. to maximise the use of existing tools and technology where appropriate.

...address culture and working practices as much as technology.

Our team

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A unique selling point of 3Kites is the diverse background of everyone in our team, ranging from lawyers to project managers and IT professionals. When undertaking an audit or review we use those in our team with the best skills and experience to meet your specific requirements.

Our team comes from a range of backgrounds including:


Law Firm Partners


Business Analysts


Knowledge Directors


IT Directors


General Counsel


Risk and Compliance Partners




Software Vendors


Project Managers


Cloud Specialists

Reviews we undertake


  • IT strategy

  • IT infrastructure and cloud

  • Software selection and implementation

  • Data security procedures and practices

  • IT team structure

  • Change management

  • Training (especially IT training)

  • Product integration

  • Master data management

  • Project management approach/team reviews

  • Policy and report reviews


  • Knowledge management 

  • Client onboarding (conflicts, KYC, AML)

  • Legal operations technology 

  • Legal process improvement

  • Legal project management

  • KM team roles and structure

  • PSLs / KDLs / Innovation

  • Legal ops roles

  • Change management

  • Product integration

  • Master data management

Example projects

We have conducted multiple IT Strategy Reviews for law firms and other professional services practices. We assess the infrastructure, applications, security, service levels and IT team in the light of the business’s current and likely future needs in order to produce an IT strategy and roadmap including a detailed and prioritised project list.  We then assist firms in rationalising what they have and filling any gaps, and if appropriate evaluating and selecting outsourced IT service providers. 

We are helping firms upgrade their intranets to provide better communication and engagement wherever staff are working.

We have reviewed business acceptance/client onboarding processes to ensure efficient gathering of data to support risk assessment and regulatory compliance. This has in some cases involved the selection of third-party tools to provide AML/KYC screening.

We have conducted reviews of the Legal Operations of in-house legal teams and reviewed the legal technology available to them, making recommendations as to how existing technology could be better utilised, and identifying requirements for improved processes and software. 

The Covid-19 pandemic has shown just how important it is for organisation to have a robust knowledge plan and the appropriate team and resources.  With a dispersed workforce, the ability to access knowhow and templates remotely and to make the most of document automation, contract review and other legal technologies has become essential.

We are helping our clients plan for future office environments, ensuring they have the tools in place to support hybrid working 

Several firms have used our services to conduct a review of the effectiveness of their Knowledge Management teams, systems and processes. Our well-honed process involves consultation with the business in a manner designed to take up as little of their time as possible, engagement with senior management and other stakeholders, client consultation where appropriate and a review of KM activities and staffing against the priorities of each part of the business.  Our reports deliver practical recommendations and a roadmap to achieve improvements. 

We have conducted reviews of firms’ Document Management systems, identifying areas where efficiency and risk management could be improved by configuration changes, the implementation of additional modules and the provision of supplementary training.

Client references

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Graeme Black
Innovation & Technology Director
Bonnetts Solicitors

We were extremely happy with the consultancy work carried out by 3Kites, who worked with us to identify changes and improvements to our IT systems and services. By reviewing our then systems and procedures, conducting in depth interviews and consultations with our staff and external suppliers, 3Kites enabled us to align our practices more effectively with our IT goals and with the core business objectives. Throughout the process they were proactive and professional and the report they delivered enabled us to plan ahead and take action in the short and long term.  Building on this positive experience, they helped us to successfully replace our Managed Services provider, who were then able to action recommendations within the 3Kites report.

Have a challenge that you would like to talk through?  We'd love to hear from you:

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