Keep Raising the Bar by Setting New Standards for Every Case

Establish Ongoing Process Optimizations

Once you're seeing firm-wide adoption, continually assess and improve your processes. Set the tone at the top:

Empower team members to iterate, break, and rebuild workflows
Encourage staff to challenge how things "should" work

Hear how Steve Mehr, Founding Partner at Sweet James, pushes his team to constantly break processes and find improvements.

“We evaluate every single process almost monthly within the firm. If I feel like it's running even at 90%, we break it and rebuild it. And sometimes when we rebuild it, it gets worse. But oftentimes, it gets a little bit better.”

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Learn How to Set Modern PI Benchmarks—And How to Outperform Them

EvenUp’s 2025 Breaking the Benchmarks report highlights where the industry stands on modern, actionable metrics. The report shows how leading EvenUp firms exceed these measures.  

Use this report to see industry standards and set your own benchmarks for the firm—so that you can then break them.

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What Next? Enhance AI Use with Prompting Best Practices

AI adoption is stronger when firms learn from each other. We see many EvenUp firm leaders participating in masterminds and other peer communities. They’re sharing best practices, lessons, and real-world use cases.

We’ve brought this to life with a series of content that highlights how to get the most out of EvenUp with prompting best practices and actual insights from how EvenUp users are engaging with our products.

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