Skip to content

Using AI to Build a Better Elder Law and Estate Planning Practice: Before We Meet

submit by September 25, 2026
You must click DONE at the bottom of the page to save your responses.
We do not want to spend October 1 guessing what is happening inside Oregon law firms. We want to know. Your responses will help shape the examples, exercises, and conversations used during the program. Responses may be discussed during the program in aggregate, but individual participants and firms will not be identified unless permission is provided.

Please answer based on what is actually happening in your practice today, not what the operations manual says is supposed to be happening.
ABOUT YOUR PRACTICE
A quick snapshot of the work and people behind your firm.
Which areas make up a meaningful portion of your practice? Select all that apply.
How many attorneys are currently in your firm?
How many non-attorney team members currently support the practice?
MONEY, CAPACITY & TIME
Which statement best describes your firm’s current financial position?
Which statement sounds most like you?
If you could permanently remove five hours of recurring work from your week, what would you most want to stop doing?
If your firm wanted to substantially increase revenue next year without substantially increasing your personal work hours, what is the first thing that would need to change?
What currently limits your firm’s ability to take on more of the work you actually want?
Select up to three.
How confident are you that your firm consistently turns the right inquiries into retained clients?
YOUR TEAM
Do you know how each team member creates revenue, protects revenue, or creates capacity for someone else to produce higher-value work?
What is your greatest team challenge right now?
TECHNOLOGY & AI
Is your firm currently using artificial intelligence?
Does your firm have a written AI policy?
Which AI or AI-enabled activities are currently occurring or being considered in your firm? Select all that apply.
What is your single biggest concern about AI?
LET’S FIX SOMETHING
Name one recurring process in your firm that makes everyone crazy.

Examples might include intake, document collection, drafting, Medicaid applications, client follow-up, signatures, funding, probate administration, billing, or something gloriously specific to your office.
Where do you believe your firm wastes the most time?
What is one software system you own but suspect you are not using particularly well?
Finish this sentence: If my law firm worked the way I really wanted it to, I would have more __________ and less __________.
ONE FINAL QUESTION
What is the question you hope Audrey answers on October 1, even if you would never raise your hand and ask it in a room full of lawyers?
(OPTIONAL) Name / Firm / Email if you would like Audrey to know a particular question came from you.