The longer
readiness assessment.
About 20 minutes of questions about how one process actually moves today. You get back a written answer about where our products fit that work and what would have to be true first. It is free, and it is yours to keep.
One request before you start: no client names and no confidential client information anywhere in this form. We only need the shape of how the work moves, never the contents.
See a sample write-up first if you want to know what you walk away with. It is a composite example rather than any real firm's document.
Not ready for 20 minutes? Take the two-minute readiness check instead.
Form not loading, or would you rather fill it in a separate tab? Open the intake form directly.
What you get back
Your process, written down as it actually runs
Step by step, including the handoffs nobody documented and the one spreadsheet everything depends on. Having it written down is useful on its own, and it is yours to keep whatever you decide about us.
Which parts are candidates for automation, in order
Not a list of everything possible. An ordered one, with the first candidate named and the reason it comes first written out. No savings figure is attached to it, because a figure worked out from a form would be invented.
What stays with a person
Every approval point worth keeping, with the person who owns it named. Software that runs the mechanical part of the work still should not speak for the firm.
A line around what cannot leave the building
Supervision obligations, audit scope, client confidentiality, anything under a regulator's eye, recorded as you describe it. This writes down your constraints. It is not a ruling on whether you meet them, which is your counsel's call.
Where our products fit, if they do
Named against the work you described, with what would have to be true before each one could be used. If nothing we make fits, that is the answer you get, and it arrives in writing rather than on a call.