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* 1. Which of the following functions do you currently manage with a paid software subscription? (Select all that apply)

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* 2. On average, what is your firm's total monthly spend per user for the tools selected in Question 1?

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* 3. To help us understand your firm's scale, how many staff members require access to these tools?

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* 4. How satisfied are you with the "connectivity" between your current tools (e.g., does your CRM talk to your billing software)?

1 Very Disconnected 3 Moderately Connected / Functional 5 Seamlessly Integrated
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i We adjusted the number you entered based on the slider’s scale.

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* 5. We are evaluating an all-in-one platform specifically for valuation professionals that integrates CRM, e-signatures, storage, billing, and project management. How likely would you be to consider switching to a consolidated platform like this?

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* 6. What would be your primary concern or hurdle when considering a move to an all-in-one platform?

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* 7. (Optional) Please tell us more about your answer to the previous question.

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* 8. On average, how much time does your firm spend on the administrative side of onboarding a new client or engagement (intake, document collection, conflict checks, engagement letter, initial setup)?

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