PROGRESS
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REQUIRED
Q1 / 7
Tell me about your business — what kind of work you do and who you serve.
No need to be fancy. "I run a three-attorney family law firm in Columbus" is perfect.
Please describe your business (at least 10 characters).
REQUIRED
Q2 / 7
What's your name, and what's your role in the business?
First name is fine. If you're the owner or principal, say so.
Name is required.
Role is required.
REQUIRED
Q3 / 7
What's the one thing in your week you most wish you could hand off or never think about again?
Intake paperwork, chasing clients for documents, scheduling, answering the same questions, billing — anything.
Please describe what you'd like to hand off (at least 10 characters).
REQUIRED
Q4 / 7
What software does your business actually run on day-to-day?
Email, calendar, practice management, billing, document storage — whatever you use most.
Please select at least one option.
REQUIRED
Q5 / 7
How do you like information delivered?
Some people want bullet points and nothing else. Others want to understand the "why" before the "what." There's no wrong answer.
Please choose an option.
When the agent finds something worth doing — should it ask first, or just do it and tell you after?
Please choose an option.
REQUIRED
Q6 / 7
What would this have to do in the next 90 days to feel like money well spent?
Concrete is better than aspirational. "Save 5 hours a week on client intake" beats "be more efficient."
Please describe your success criteria (at least 10 characters).
REQUIRED
Q7 / 7
What's the best email to reach you, and will anyone else on your team use this?
We'll use this to send your personalized setup. No spam, no sales calls — just your next steps.
A valid email is required to receive your setup.
Will anyone else on your team interact with this agent?
If yes, who — and should they have the same level of access as you?
RECEIVED
We've got what we need.
Your answers are in. We'll review your form and have your personalized AI setup ready within 2 business days. Expect an email at with next steps.
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