Inbox
Sorting incoming email, flagging what needs you today and drafting replies in your voice.
Free AI readiness check
Where would an AI assistant help you first?
Ten questions, about two minutes. You get a short list of the jobs an assistant could take off your plate, and what to put in place before you start.
Start the ten questionsNothing on your systems is looked at. The result comes from your answers only.
Six jobs it looks for.
Six of the questions ask where time goes in your firm today. Each one points to a job an assistant can do.
Lead response
Answering new enquiries within minutes, asking your qualifying questions and offering times for a call.
Follow-up
Keeping track of who has not heard back from you and drafting the next message for each.
Repeat documents
Building the same quote, summary or weekly report in the same layout every time, from your own numbers.
Client intake
Collecting forms and documents from new clients and chasing whatever is missing.
Document answers
Answering staff questions from your own files, with a link to the page each answer came from.
Four foundations it checks.
An assistant is only as safe as the accounts it works in. The other four questions cover the groundwork.
Business accounts.
Whether the firm's email and files live in accounts the firm owns, or in personal ones an assistant cannot reach.
Shared files.
Whether the documents your staff work from are in one shared place an assistant can read.
Two-step sign-in.
Whether staff email asks for a code or an app prompt after the password.
AI rules.
Whether staff already use AI tools for work, and whether there is a written rule about what may go into them.
What you get.
A clear verdict.
Ready to start, nearly ready, or groundwork first, with a result for each of the ten areas.
A place to begin.
The one to three jobs worth starting with. We recommend one assistant first, run for a month before adding another.
A full report by email.
It adds what each answer means, what to do about it, and the order to do it in.
A next step, if you want one.
Our assessment is a one-hour call and a written plan for $250, credited toward setup.