Puritas is exploring how we can best support our customers as AI tools become more common, things like improved software, AI-assisted workflows, responsible-use guidance, training, templates, or implementation support for small firms. This short survey should take about 3 minutes. Your answers will help us understand what would actually be useful to your practice.

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Which best describes your firm or practice? *

• Solo practitioner
• 2–5 attorneys
• 6–20 attorneys
• 20+ attorneys
• Accounting or tax practice
• Other

Which Puritas Springs products do you currently use? (Select all that apply)

• Child Support
• Spousal Support
• Basic Ohio Probate Forms
• County Probate Forms (Cuyahoga, Franklin)
• Ohio Guardianship Forms
• Deed and Document Pro
• Living Trust and Estate Planner
• Form 709 (Gift Tax)
• Form 706 / State 706
• Form 1041
• Other form products
• None currently

Is your firm currently using AI tools such as ChatGPT, Claude, or Microsoft Copilot for work-related tasks? *

• No, and not familiar with them
• No, but we’re aware of them
• Experimenting occasionally
• Yes, some individuals use them regularly
• Yes, used across the practice
• Yes, with a formal policy in place
• Not sure

What types of work would you be most interested in using AI to help with? (Select all that apply)

• Legal or tax form preparation
• Reviewing or summarizing documents
• Client intake or questionnaires
• Drafting letters, memos, or explanations
• Legal or tax research
• Managing repetitive administrative tasks
• Reviewing completed work for missing information or inconsistencies
• None of the above
• Other

What concerns have prevented your firm from using AI more often? (Select all that apply)

• Client confidentiality
• Accuracy or hallucinations
• Professional responsibility rules
• Not knowing which tools are safe or appropriate
• Cost
• Difficulty integrating AI into current workflows
• Prefer current process
• Other

that that firm

If your firm wanted to better leverage AI tools, how would you prefer to go about it?

• We’d probably figure it out ourselves
• Self-guided materials such as templates, checklists, or recorded training
• A training session for our firm
• Hands-on help, someone sets up the tools, builds our workflows, and shows us how to use them
• We’re not looking to increase AI tool usage
• Not sure

Which services would be most useful to your firm? (Select all that apply)

• Introductory AI training for attorneys and staff
• Confidentiality and responsible-use policy template
• Workflow audit to identify where AI could safely save time
• Setup help for ChatGPT, Claude, Microsoft Copilot, or similar tools
• Custom prompts, skills, or templates for firm workflows
• AI-assisted workflows for Puritas-related forms
• In-person implementation support
• None of the above
• Other

If Puritas offered practical AI adoption support for small firms, what annual investment would feel reasonable?

• Under $500
• $500–$1,000
• $1,000–$2,500
• $2,500–$5,000
• $5,000+
• We wouldn’t pay for this
• Not sure

Think about your last month of practice. What task ate the most time relative to the value it produced, something you or the firm do over and over that feels like it should be faster?

Would you be open to a short follow-up conversation with Puritas about AI tools, workflow needs, or future product ideas? *

• Yes
• No
• Maybe

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