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Where is your firm in its AI journey?
What new legal tech do you need the most?
A.
Not at all familiar.
B.
Somewhat familiar.
C.
Very familiar.
D.
Proficient.
How familiar are you with AI technologies in tax and accounting?
1.
Yes.
No.
Yes, but that map is out of date.
Not sure.
Do you have a legal technology roadmap for your department? That's a multi-year plan of new tech needs based on department priorities.
Have you implemented any AI tools in your current work processes?
No, not yet.
We're in the planning stages.
Yes, we've implemented one or two tools.
Yes, we use multiple AI tools regularly.
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.
Which of the following AI applications are you most interested in for your practice?
Automated data entry and document processing.
Tax planning and compliance automation.
Client advisory and communication tools.
Audit and risk assessment automation.
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?
Have you or your team received any formal training in AI technologies?
No training yet.
Self-study only.
Attended workshops or webinars.
Completed certified courses.
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.
What is your firm's approach to addressing ethical concerns with AI?
No specific approach at this time.
We're developing basic guidelines for AI usage.
We have established AI ethics policies and provide staff training.
We have ethics protocols, including regular training, expert consultation, and continuous policy updates.
5.
We use know-how content to help attorneys flex into new practice areas.
We hire for new expertise when we need it.
We send all unfamiliar matters to outside counsel.
A mix of the above.
How does your department handle matters that are outside your attorneys’ expertise?
Which aspect of AI do you think will most impact the future of tax and accounting?
Automation of routine tasks.
Enhanced data analysis capabilities.
Improved client interaction.
Development of new services.
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.
How does your firm stay informed about AI-related security threats?
We occasionally review general cybersecurity news.
Monitoring cybersecurity updates and industry alerts.
Attending industry conferences and maintaining regular security training programs.
We have a multi-faceted approach, including expert consultations, regular training, conference attendance, and real-time threat monitoring.
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.
Any of the above, depending on the matter type or cost.
How frequently do you need to update your business partners on the status of a matter?
What is your firm's strategy for integrating AI with existing technologies?
No current strategy.
Planning a gradual integration of basic AI tools.
We're conducting pilot programs and phased implementation.
We have an integration plan with pilot testing, staff training, and systematic rollout.
8.
What is your primary concern regarding the use of AI in tax and accounting?
Ethical use.
Data security.
Cost of implementation.
Accuracy of AI outputs.
9.
How do you plan to evaluate the success of AI implementations in your firm?
We'll focus mainly on basic metrics like time saved.
We'll track efficiency improvements and error reduction rates.
We'll measure both process efficiency and client satisfaction improvements.
We'll use a comprehensive framework including ROI, client satisfaction, efficiency metrics, and staff productivity.
10.
Are you interested in learning more about how AI tools can impact your firm?
Yes
11.
No
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Early stages
