sofiaby FINdustries

How much of your firm’s week is copy-paste?

Ten questions, three minutes. You get a score for your firm on the four problems that hold firms back, and the work to hand off first.

Your firm, scored

The score covers four things: systems that don’t talk to each other, a shared way of working, knowledge that stays when people leave, and the recurring work that eats your people’s time.

1How many people work at your firm?
2What does your firm do?
3What’s your role?
4How many systems does a typical client deliverable touch?
5How much of your senior people’s week goes to moving information between systems, reformatting and chasing updates?
6After a client meeting, when are the notes, tasks and CRM updates done?
7Do your recurring deliverables follow one written, firm-wide way of doing them?
8When someone leaves, how long until a colleague can pick up their clients with full context?
9How does your team use AI today?
10Which work would you hand off first?
✓Where should we send your full report?

One real workflow, every month. The before-and-after time, what still needs review, and which systems it touched.

Know a firm that needs this? Partners and clients who refer firms to us are part of our partner network.

Refer a firm