Ad Astra | AI & Automation Discovery

Section 1 of 3

The basics & a few honest questions

Quick vitals, then a couple that'll make you think.

Your name optional

Firm name optional

Your role optional

Best email to reach you optional

How long has the firm been around?

Less than 1 year 1–3 years 4–10 years 10–25 years 25+ years

Honest take: how familiar is your team with AI tools today?

1 = never used them, 5 = we're already building with them

Never touched itPower users

Which AI tools (if any) are actually in use right now?

Check all that apply — no judgment if it's "none."

ChatGPT Claude Microsoft Copilot Gemini Legal AI (Harvey, CoCounsel…) Otter / transcription tools None yet Other

If you could wave a magic wand and automate ONE thing in your firm overnight, what would it be?

First instinct is usually the right one.

What's been holding you back from adopting AI or automation so far?

Cost Security & confidentiality No time to learn it Don't know where to start Team skepticism Bar / compliance worries Tried it, didn't stick Nothing — we're ready

Picture your firm 12 months from now — what does "things went really well" look like?

Gut check: what do you think AI will do to the legal industry in the next 3 years? optional

Section 2 of 3

Inside the firm

Law-firm-specific questions about how you actually run cases day-to-day.

Practice areas (check all that apply)

Family law Criminal defense Personal injury Estate planning / probate Corporate / business Real estate Immigration IP / trademark Employment / labor Civil litigation Bankruptcy Other

Roughly how many new matters do you open per month?

0–5 6–15 16–40 41–100 100+ Not sure

How are new client inquiries (intake) handled today?

Receptionist / front desk Online form on website Paralegal screens first Attorney takes calls directly Mix of the above Honestly, kind of ad hoc

Roughly what % of inbound leads actually become paying clients? skip if unsure

How much weekly time goes into repetitive document drafting (intake forms, retainer letters, standard motions, demand letters, etc.)?

Under 5 hrs 5–15 hrs 15–30 hrs 30+ hrs A LOT — too much Not sure

How does your firm primarily communicate with clients?

Phone calls Email Text / SMS Client portal In-person meetings Video calls

What's your honest gap between hours worked and hours actually billed?

Leaky billing is one of the biggest hidden costs in small firms — don't sugarcoat.

Where do cases tend to stall or get stuck in your workflow?

Discovery? Waiting on signatures? Court scheduling? Client responsiveness?

What's the #1 compliance or confidentiality concern you'd have about using AI in your practice? optional

What's a recurring task in your firm where you've thought "there has to be a better way"?

Section 3 of 3

Operations, stack & weak spots

The tactical layer — software, people, and where it hurts.

How many people work at the firm?

Just me (solo) 2–5 6–10 11–25 26–50 50+

Quick headcount breakdown optional

Rough numbers are fine.

What software is your firm running on?

Case management, billing, calendar, CRM, document management, accounting, e-sign — list whatever comes to mind.

What do you currently outsource (or wish you could)?

Bookkeeping / accounting IT / tech support Marketing / SEO Virtual assistant Paralegal / contract attorney Transcription Answering service Nothing currently

Rough monthly software spend (all tools combined) ballpark is fine

Under $200 $200–$500 $500–$1,500 $1,500–$5,000 $5,000+ No idea

Where is the biggest bottleneck in the firm right now?

The thing that consistently slows everything else down.

What's your team's biggest operational weakness?

If you had to hire one more person tomorrow, what role would it be — and why?

This usually points straight at the highest-leverage automation opportunity.

How open is your team to adopting new tools and processes?

1 = "we hate change," 5 = "we'll try anything once"

ResistantEager

What's a realistic budget range for solving this kind of stuff? optional

Under $1k/mo $1k–$3k/mo $3k–$10k/mo $10k+/mo One-time project Need to discuss

Anything else we should know? optional

That's it. Hit submit and your answers will be sent directly to Ad Astra.

Something went wrong — please try again or email us directly at evan@fayconsultgroup.com.

Let's see where AI fits in your firm.

The basics & a few honest questions

Inside the firm

Operations, stack & weak spots

We've got it — thank you.