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About Your Team
How many people use a computer for work?
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1 to 10
11 to 25
26 to 50
51 to 100
More than 100
What kind of firm are you?
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Accounting / CPA
Law
Architecture / Engineering
Healthcare
Something else
Who handles IT today?
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An outside IT company
Someone on staff
Whoever is available
No one really
PASSWORDS AND LOGINS
Where does your team keep their work passwords?
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A company password manager
Saved in Chrome or Edge
Spreadsheet, notes or sticky notes
Everyone does their own thing
Is two-step sign-in required on email and business apps?
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Yes on everything
Email only
On some apps
Not sure
Do people share logins or reuse the same password across sites?
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No never
Occasionally
Yes it is common
I don't know
Has anyone checked whether staff work emails appear in breach data this year?
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Yes and we act on it
Once a while ago
No
Not sure
AI TOOLS
Which AI tools do you know your team uses?
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ChatGPT
Microsoft Copilot
Google Gemini
Claude
AI meeting notetakers
None that I know of
I have no idea
Do you have a written policy on what staff may put into AI tools?
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Yes and it is enforced
Yes but nothing enforces it
No
Could client or financial data be pasted or uploaded into an AI tool today?
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No we block it
Unlikely
Probably
I can't tell
TIME ONLINE AND SAAS
About how many software subscriptions does the business pay for?
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Fewer than 10
10 to 25
More than 25
No idea
When did you last compare paid licenses to people actually using them?
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In the last 3 months
In the last year
Never
Your risk snapshot is ready
First Name
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Last Name
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Your Company Name
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Phone
*
Email
*