First Name
*
Last Name
*
Law Firm Name
*
Phone
*
Email
*
Website or LinkedIn (optional)
Practice Area
*
Select your primary practice area
Current Practice Management Software
*
Clio
MyCase
PracticePanther
Smokeball
None
Other
What best describes your firm?
*
Solo Practitioner
Small Group (2–5 Providers)
Mid-Size Group (6–15 Providers)
Large Group / Health System
26+ Team Members
Where do you believe your firm is losing the most opportunity right now?
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Missed intake calls
Slow follow-up
Consultation no-shows
Slow lead response
Slow follow-up
Manual intake
Document workflow delays
CRM/pipeline gaps
Not sure
How quickly do new client inquiries usually receive follow-up?
*
Under 5 minutes
Same day
1–2 days
3+ days
Inconsistent / depends on the team
Not sure
Law Firm Growth & AI Readiness Assessment
How do most prospective clients find your firm?
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Referrals
Website
Paid ads
Events / networking
Social media
Phone calls
Walk-ins / consultations
Lead services / purchased leads
Other
On average, how much time does your team spend on document review during discovery?
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Minimal — most matters don't require heavy discovery
A few hours per week
Several hours per week
It's a major time drain
Not applicable to my practice
How confident are you that your current process keeps you compliant with deadlines and filings?
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Very confident
Somewhat confident
Not very confident
We've had close calls or missed something before
What outcome matters the most right now?
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More qualified leads
Faster response to prospective clients
More consultations booked
Better client intake process
More efficient case management
Less administrative work
Higher revenue per attorney
Firm growth and scalability
Reduce after-hours work
How comfortable is your team with new technology?
Low — we need help every step of the way
Medium — comfortable with tools once trained
High — we adopt new tech quickly
When would you ideally like to implement improvements?
Implementation Timeline - How
What would you be comfortable investing monthly to recover 10+ billable hours per attorney?
Select an option
What’s your biggest frustration right now in your business or workflow?
What would success look like 12 months from now?
Anything else we should know?
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