Ten questions. Your firm's AI Snapshot, on the spot.

1. 1 People in the firm Choose 1–3 4–15 16–30 More than 30
2. 2 Practice areas
   Personal injury Estate and elder law Family Criminal Business and real estate Other
3. 3 AI tools anyone in the office uses, on any device
   ChatGPT on a personal account ChatGPT Team or Enterprise Claude Microsoft 365 Copilot Google Gemini Clio Duo MyCase IQ Smokeball Archie Filevine AI Zoom AI Companion Otter or another meeting recorder Grammarly Westlaw or Lexis AI Adobe Acrobat AI Assistant Not sure what people use
4. 4 Does anyone use AI on a personal account or a personal phone for work?
   Yes No Not sure
5. 5 What goes into those tools?
   General research and drafting, no client facts Client names or case facts Client documents Medical records Financial records Time entries or billing
6. 6 Is there a written AI policy?
   No Yes, but nobody follows it Yes, in use
7. 7 Is AI output checked against its source before it leaves the office?
   Always, there is a process Sometimes No process
8. 8 Are clients told AI is used on their matters?
   Yes No Not sure
9. 9 Has anyone read what each vendor does with the data: training, retention, subprocessors?
   Yes, all of them Some No
10. 10 In the last year: any AI training for staff, and any AI or security questionnaire from a client or insurer?
    Training Yes No
    Questionnaire Yes No

Answer at least one question and we'll build the snapshot from what you've told us. The more you answer, the fuller it is.