Practice Diagnostic

Step 1 of 3

About you

Your name

Business email

Practice or company name

How would you prefer we contact you?

PhoneRequired if you prefer a phone call.

Your practice and systems

Type of practice

How many people work in the practice?

Which systems do you use today? Choose all that apply Practice-management system or CRM Microsoft 365 (Outlook, Teams, SharePoint) Google Workspace Accounting software (e.g. Xero) E-signature (e.g. DocuSign, PandaDoc) Online payments (e.g. Stripe) WhatsApp, SMS or web chat Spreadsheets for key processes

Which practice-management system, CRM or other key software? (optional)

Your priorities

What slows the practice down most? Choose up to 3 Slow first replies to enquiries Details retyped between systems Proposals or engagement letters take too long Chasing signatures, deposits or documents Clients calling for updates Inconsistent documents and templates No clear view of how the practice is performing Staff time lost to repetitive admin

Which areas would you like to automate or connect? Choose all that apply Enquiry handling and intake Connecting our existing systems Proposals, agreements and onboarding Client updates and document collection Templates and document assembly Reporting and dashboards Practical AI (drafting, summaries, internal search) Marketing and reviews

Anything else we should know? (optional)Please don’t include information about your clients.

How we use your details. We use what you send only to respond to this Diagnostic request. It is stored securely in our website database and is never sold. To limit spam we keep a one-way scrambled code derived from your network address, not the address itself. You can ask us to see, correct or delete your details at any time.

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