Schedule a Workflow Assessment

01

Your Firm

How many attorneys are at your firm?*

What is your main practice area?*

What is your role at the firm?*

Are you currently using any AI tools in your practice?

YesNo — we have not adopted any yetWe are actively exploring options

02

Your Pain Points

What are the main time sinks in your current workflow?*

What's the one area where your team spends the most time on repetitive or administrative work?

Which of these challenges are most pressing for your firm right now?*

Client intake and triageContract review and draftingMatter status updates and client communicationCompliance and regulatory monitoringBusiness development and marketingKnowledge management and institutional memoryAI governance and ethics complianceOther

How urgent is addressing these challenges over the next 6 months?*

Not urgentVery urgent

03

Readiness & Goals

Does your firm currently use practice management software?

YesNoWe use multiple disconnected systems

What would success look like for your firm in 12 months?*

If we implemented the right AI systems today, what would be different about how your firm operates a year from now?

Is there a specific workflow or process you are most eager to improve or automate?

04

Your Firm

Your Pain Points

Readiness & Goals

Logistics