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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)
(Required.)
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?
(Required.)
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?
(Required.)
Solo Practitioner
2–5 users
6–15 users
16+ users
Not applicable
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
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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?
(Required.)
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?
(Required.)
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)
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)?
(Required.)
Less than 1 hour
1-3 hours
3-6 hours
6-10 hours
Varies too widely to estimate
Not applicable
