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What’s your firm’s tax technology readiness?
Looking to transform your firm’s efficiency and client experience? Take this 3-minute quiz to identify the biggest bottlenecks in your tax workflow and discover the right solution to eliminate them.
What new legal tech do you need the most?
Do you know your law department’s tech priorities? Take this quiz to assess your best next step to elevate your strategic support and find efficiencies for your team.
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A.
Small (1-3 employees)
B.
Mid-sized (4-29 employees)
C.
Large (30+ employees)
D.
Not sure.
What is your firm size? (Select one)
1.
Yes.
No.
Yes, but that map is out of date.
Do you have a legal technology roadmap for your department? That's a multi-year plan of new tech needs based on department priorities.
1/7
During tax season, which process consumed the most unexpected time? (Select one)
Client document collection
Data entry
Review process
E.
Research and analysis
2.
How well does your current legal tech handle your needs?
Perfect. It does everything we need.
Pretty good; it covers the basics but there are some gaps.
Not great; it’s better than nothing but has major flaws.
N/A; we’re doing things manually a lot of the time.
Client communication
2/7
How do clients submit tax documents to your firm? (Select one)
Paper documents dropped off in person
Email attachments
Secure client portal
Mobile app uploads
3.
We can’t stand using AP’s system for invoices.
Sales thinks we’re too slow and opaque on contracts.
Execs want better reporting on our spend and matters.
Everyone wishes we had a better intake system for matters.
What friction do you find when working with other departments?
3/7
What percentage of returns require rework due to errors or missing information? (Select one)
Less than 10%
10-25%
26-50%
More than 50%
4.
What’s your opinion on using generative AI tools for legal research?
Eager. Bring on augmented intelligence and less time reading cases (When I trust the source).
Tentative. I have some concerns, and I’d like to see how lawyers are using it responsibly.
Skeptical. I have no confidence in AI and am actively avoiding it.
I don’t do legal research.
4/7
Are you using scan and populate software for tax document processing? (Select one)
Yes
No
We send all unfamiliar matters to outside counsel.
A mix of the above.
5.
We use know-how content to help attorneys flex into new practice areas.
We hire for new expertise when we need it.
How does your department handle matters that are outside your attorneys’ expertise?
5/7
How do your current systems communicate with each other? (Select one)
Fully integrated ecosystem
Partial integration with some manual transfers
Complete manual transfer between systems
Any of the above, depending on the matter type or cost.
7.
Regular updates, either monthly or weekly, on all ongoing matters.
Matter-specific updates as they reach major milestones like a court filing or new M&A phase.
I could be called on for an update on any matter at any time.
How frequently do you need to update your business partners on the status of a matter?
6/7
Which of these AI-powered solutions are you currently using the most?
Automated data extraction from tax documents
AI-assisted tax research
Predictive analytics for client advisory
Chatbots for client communication
Not sure, everything feels like a priority.
8.
What type of work gives your legal team the most frustration?
Drafting, tracking, managing contracts.
Getting up to speed on new matters and types of work.
Managing invoices, budgets, and rate increases for Outside Counsel Spend.
Legal research — especially knowing when the answer is good enough.
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7/7
Learn more
Choose the right legal research platform
It’s inefficient to send every legal query out to outside counsel — but your team doesn’t do regular legal research. Choose an AI-enabled legal research platform that makes it easy to understand current law, even on specific conditions or jurisdictions, and even when your attorneys’ research skills are a bit rusty.
Digital Innovation Leader
Key insights
Recommended solution: CoCounsel Tax
Connect with our team
Download the white paper →
RESULTS
Restart quiz
Your assessment Your firm is ready for cutting-edge technology to unlock advanced capabilities and competitive advantages.
You have strong remote capabilities but could optimize further Low error rates show you’re ready for AI-powered enhancements Your integrated approach positions you perfectly for advanced AI tools
AI-powered research: Instant access to complex tax guidance Predictive analytics: Proactive client advisory opportunities Intelligent automation: Advanced document processing and analysis Template creation: Codify firm expertise into repeatable, scalable workflows
Learn more →
Learn more about CoCounsel Tax
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CoCounsel Tax leverages AI to elevate your entire practice:
Key insights Discover how your organization can maximize efficiency and reduce costs.
Efficiency Optimizer
Recommended solution: UltraTax
Your assessment Your firm is handling solid fundamentals but could dramatically boost productivity with smarter automation.
Learn more about UltraTax
Smart data entry: Automated population reduces manual input by 70% Streamlined review: Built-in error checking catches issues before they become rework Seamless integration: Works with your existing workflows without disruption
UltraTax's advanced automation features can eliminate your biggest time drains:
Manual data entry and review processes are eating up valuable time Your current document collection methods create bottlenecks You're missing opportunities for automated data extraction
Client Experience Transformer
Recommended solution: SafeSend
Your assessment You're operationally solid but client interactions and document management are creating friction and rework.
AI-powered Document Collection: Automatically generate document request lists and collect client source documents, saving time and reducing errors Secure client portal: Eliminates document collection headaches Tax Return Assembly & Delivery: Quickly assemble and deliver tax returns digitally, including payment vouchers and K-1s, all in a few clicks Electronic signatures: Streamlines approvals and reduces back-and-forth Automated reminders: Keeps clients on track, reducing your follow-up time
Learn more about SafeSend
SafeSend transforms how you interact with clients throughout the tax process:
Document collection inefficiencies are costing you time and client satisfaction Rework rates suggest communication gaps with clients You're ready to modernize client touchpoints
Your request has been successfully submitted.
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Key insights: You have strong remote capabilities but could optimize further Low error rates show you’re ready for AI-powered enhancements Your integrated approach positions you perfectly for advanced AI tools
Recommended solution: CoCounsel Tax CoCounsel Tax leverages AI to elevate your entire practice: AI-powered research: Instant access to complex tax guidance Predictive analytics: Proactive client advisory opportunities Intelligent automation: Advanced document processing and analysis Template creation: Codify firm expertise into repeatable, scalable workflows
Learn more about CoCounsel Tax →
Connect with our tax team
Read the white paper →
Your assessment: Your firm is ready for cutting-edge technology to unlock advanced capabilities and competitive advantages.
Recommended solution CoCounsel Tax
CoCounsel Tax leverages AI to elevate your entire practice: AI-powered research: Instant access to complex tax guidance Predictive analytics: Proactive client advisory opportunities Intelligent automation: Advanced document processing and analysis Template creation: Codify firm expertise into repeatable, scalable workflows
Streamline your contract management
You have a significant opportunity to streamline your processes and provide even greater value to the business with a Contract Management system. Consider a system that provides full contract lifecycle management so you can make drafting and signature easier, and get useful analytics across your contract portfolio.
Recommended solution: UltraTax UltraTax's advanced automation features can eliminate your biggest time drains: Smart data entry: Automated population reduces manual input by 70% Streamlined review: Built-in error checking catches issues before they become rework Seamless integration: Works with your existing workflows without disruption
Key insights: Manual data entry and review processes are eating up valuable time Your current document collection methods create bottlenecks You're missing opportunities for automated data extraction
Learn more about UltraTax →
Your assessment: Your firm is handling solid fundamentals but could dramatically boost productivity with smarter automation.
Key insights: Manual data entry and review processes are eating up valuable time. Your current document collection methods create bottlenecks. You're missing opportunities for automated data extraction.
Learn more about your recommended solution, UltraTax →
Measure your spend management
Outside counsel spend is an area of concern for a lot of law departments, but you can manage it — if you measure it. Implement a spend management system that enforces billing guidelines for you, assesses your timekeeper rates against local benchmarks, and helps you communicate trends to stakeholders.
Solution 1: SafeSend Focus Client Experience Transformer
Recommended Solution: SafeSend SafeSend transforms how you interact with clients throughout the tax process:
Next Step: Discover the future of tax practice →
Your Assessment: You're operationally solid but client interactions and document management are creating friction and rework.
Key Insights: • Document collection inefficiencies are costing you time and client satisfaction • Rework rates suggest communication gaps with clients • You're ready to modernize client touchpoints
• AI-powered Document Collection: Automatically generate document request lists and collect client source documents , saving time and reducing errors. • Tax Return Assembly & Delivery: Quickly assemble and deliver tax returns digitally, including payment vouchers and K-1s, all in a few clicks. • Secure client portal: Eliminates document collection headaches • Electronic signatures: Streamlines approvals and reduces back-and-forth • Automated reminders: Keeps clients on track, reducing your follow-up time
Your assessment: You're operationally solid but client interactions and document management are creating friction and rework.
Key insights: Document collection inefficiencies are costing you time and client satisfaction Rework rates suggest communication gaps with clients You're ready to modernize client touchpoints
Learn more about SafeSend →
Recommended solution: SafeSend SafeSend transforms how you interact with clients throughout the tax process: AI-powered Document Collection: Automatically generate document request lists and collect client source documents, saving time and reducing errors Tax Return Assembly & Delivery: Quickly assemble and deliver tax returns digitally, including payment vouchers and K-1s, all in a few clicks Secure client portal: Eliminates document collection headaches Electronic signatures: Streamlines approvals and reduces back-and-forth Automated reminders: Keeps clients on track, reducing your follow-up time
Find the right know-how tools
No attorney can be an expert in every area of law. But all attorneys can stretch into new areas of law when they have the right resources. Legal know-how tools that are written by lawyers at the top of their practice areas can help your department deliver broader services to the business and develop your team.
Chart your legal tech roadmap
We get it. When you’re always fighting fires, you can’t find time to map out your ideal state for the department, much less decide what to change first. Creating a Legal Tech Roadmap for your department would be a great next step for you. And if you already have one, it could be time to revisit it.
Which digital tools do you offer clients? (Select all that apply)
Client management and collaboration tools
Electronic signature capabilities
Online scheduling system
Digital payment options
6.
How do you assess whether outside firms stay on budget for your matters?
We address violations of billing guidelines only when they are egregious.
We don’t measure or monitor this.
Our spend management system alerts us and reports trends.
Manual review and communication.
