PMS Selection · Step 1
Fifteen sections about the firm and a survey of your own by role — owner, fee earner, accounts, practice manager, support staff, IT. The facts about the firm are answered once, by anyone; the questions marked Your view — objectives, priorities, what the system must do — everyone answers for themselves, and the report shows where you agree and where you do not. The partners' answers settle the money questions. It is an assessment of fit, not a sales recommendation — we implement all three. The more of you who answer, the sharper it is. Rough is fine; anything you are not sure of, say so.
