Full Name *

Phone *

Email *

State *

Website *

Organization *

Are you the owner? *

I own it outright

I co-own with partners

I run it but don't own it

How do you bill clients today? *

Roughly, what's your annual revenue? *

How big is your team? *

How long have you been in business? *

How many active clients do you serve? *

What services does your firm offer? *

What do you use for email and documents? *

What do you use for practice / workflow management? *

What do you use for client billing and payments? *

What do you use for proposals and engagement letters? *

What do you use for team communication? *

What do you use for automation? *

Where do you store documents? *

Do you text with clients today? *

Any other tools or software you rely on that I should know about? *

How much of the day-to-day still runs through you personally? *

If you stepped away for two weeks, what would break first? *

What's the number one thing keeping your firm stuck right now? *

What have you already tried to fix it? *

Where do you want your firm to be twelve months from now? (Multi Line text) *

What made you want to look at Just Add Clients? *

When are you looking to get started? *

If it's the right fit, are you in a position to move forward? *

Anything else you want me to know before I review this? *

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By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from Just Add Clients, LLC at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.