prexAI — Free Audit Tool

The "Ready for AI"
Automation Checklist

Find out in 60 seconds which parts of your firm are burning hours on work that AI can handle — starting tomorrow.

Pain points identifiedacross law & accounting firms

Start Your 60-Second Audit

Enter your details below to unlock the full checklist and get your personalised automation score.

Your Name

Work Email

Firm / Company Name

🔒 No spam. Your details are used only to personalise your results.

Your automation score 0 / 14 checked

Where first impressions — and revenue — are lost

Response SpeedPotential clients reach out after hours or on weekends and don't get an immediate response.

Lead LossYou've lost a lead because you were too busy with a current client to follow up quickly enough.

Initial ScreeningA human manually asks the same 5–10 questions to every new lead before booking a consultation.

Booking CoordinationYou're manually emailing back and forth to find meeting times instead of using an automated booking agent.

The spreadsheet purgatory & inbox hell zone

Inbox ManagementLeadership spends 10+ hours a week trapped in "inbox hell" dealing with routine inquiries.

Data EntryStaff manually moves data from one spreadsheet to another — the "spreadsheet purgatory" effect.

Repetitive EmailingYou frequently copy-paste the same responses or explanations to different clients.

Status UpdatesClients frequently call or email just to ask for a status update on their case or filing.

Revenue leaking through manual processes

Payment ChasingYou manually identify and email clients whose invoices are overdue every billing cycle.

Review CollectionYou "forget" to ask for client reviews or testimonials after a job is successfully completed.

Invoice GenerationBilling is still manual — someone pulls data from multiple sources to create every single invoice.

The silent drains on leadership time

Social ConsistencyYour firm's social media or blog is inactive because no one has time to write and post updates.

Workflow CoordinationLeadership spends too much time coordinating tasks between team members instead of strategic work.

Tech AdoptionYour team struggles to keep up with AI tools (OpenAI, Claude, etc.) and could benefit from hands-on AI training.