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AI Intake Audit

5-minute self-assessment for law and accountancy firms

Hot — book a consultation
Warm — schedule a demo
Cold — start with a trial
How to use this audit: For each question, circle the answer that most closely matches your firm's current situation. When complete, count your scoring chips and refer to the guide at the bottom to interpret your result.
01 How quickly does your firm respond to a new inbound enquiry?
Within 2 hours — 3 pts Same business day — 2 pts Next day or longer — 1 pt
02 Do you have a defined set of criteria that determines whether a prospect is worth a discovery call?
Yes, budget and service criteria are defined — 3 pts We loosely qualify but nothing written — 2 pts No — every enquiry gets a call — 1 pt
03 When a new enquiry comes in, who is responsible for the first response?
Automated qualification flow — 3 pts A designated admin or reception team — 2 pts A partner or director handles it directly — 1 pt
04 How consistently does your firm follow up with warm leads who haven't yet booked?
Automated follow-up sequence — 3 pts We try to follow up but it's inconsistent — 2 pts No structured follow-up — 1 pt
05 Can you see, at any given moment, how many leads are in your pipeline and what stage each one is at?
Yes — live CRM dashboard — 3 pts We have partial visibility — spreadsheets or similar — 2 pts No structured tracking — 1 pt
Your scoring guide
Add up your points across all five questions. Each answer chip shows its point value — total out of 15.
Hot
13–15 pts
Book a consultation — your intake is working well
Your intake is already performing strongly. A focused conversation will identify the remaining gaps and map out the fastest path to a fully optimised qualification flow. Start with a 30-minute discovery call.
Warm
8–12 pts
Schedule a demo — you have clear wins to capture
Your intake has solid foundations but there are specific bottlenecks costing you time and leads. A demo of the AgencyOps qualification bot will show exactly where your conversion rate is leaking and how to close those gaps.
Cold
5–7 pts
Start with a trial — low-risk first step
Your intake process needs structured attention. Starting with a short trial of the qualification bot lets you see the system working with real prospects before committing. Most firms see a measurable shift in their first week.