Practice Management Platform for Business Valuation Practitioners

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

CRM / Client Relationship Management (e.g., Salesforce, HubSpot, Clio)

E-Signature (e.g., DocuSign, Adobe Sign, HelloSign)

Document Storage / Portal (e.g., Dropbox, Box, ShareFile, SharePoint)

Accounting & Billing (e.g., Quickbooks, Freshbooks)

Project / Task Management (e.g., Monday, Asana, Clickup)

None of the above

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

Under $50 / month per user

$50 – $100 / month per user

$101 – $200 / month per user

$200+ / month per user

I'm not sure

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

Solo Practitioner

2–5 users

6–15 users

16+ users

Not applicable

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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

Clear

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?

Extremely likely

Likely

Neutral / Unsure

Unlikely

Definitely not (I prefer standalone specialized "Best of Breed" tools)

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

Cost of the new subscription

Time/effort to migrate existing data

Learning curve for staff

Losing specific features of my current specialized tools

Other (please specify)

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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)?

Less than 1 hour

1-3 hours

3-6 hours

6-10 hours

Varies too widely to estimate

Not applicable