Automation can benefit different practices in different ways.  This form will help us identify how automation could benefit you.

Automation Project Planning

Automation can benefit different practices in different ways.  This form will help us identify how automation could benefit you.

Firm Name?
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About you?
Type of work
?
Does the practice have
?
Practice Description*?
Goals and threats?
Staffing?
Does the practice have
Databases?
Processes?
Do clients continually request status updates
Transparency & Differentiation
 
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