BioInfo AI — Client Intake

Welcome — and thank you

This questionnaire helps the BioInfo AI team scope your AI Automation Audit and arrive at kickoff already understanding your operations.

Before you start

It takes about 15–20 minutes, and can be completed by the owner, an office manager, or whoever knows the day-to-day work best. Estimates are fine — a reasonable range is far more useful than a blank.

Everything saves automatically in this browser as you type, so you can close the page and come back later.

When you're done: open Review & send back, click the download button, and email the .zip file to your BioInfo AI representative.

Confidential — and stays on your computer. Your answers are used only to scope your audit. Nothing you type leaves this page until you choose to email the zip file. Please do not include invoices, medical or financial records, account numbers, or other sensitive documents — if samples are needed later, we'll arrange a secure transfer.

1 · Company snapshot

The basics — who you are and who we talk to.

Company name

Website

What does the company do, in a sentence or two?

Number of locations

Total staff

Primary contact for this audit

Name

Role

Phone

Who else knows the day-to-day work well? — finance, operations, IT; names and roles

2 · The work that hurts

The AI Automation Audit focuses on manual back-office work like the list below — this is the heart of it. Mark everything that eats time.

Which of these eat the most manual time today? — mark all that apply Invoice or bill processing Client / customer intake and onboarding Scheduling and dispatch Re-keying data between systems Document handling, scanning, filing Approvals and sign-offs Reporting and reconciliation Email and request triage Other:

If we could fix one process first, which would it be — and why this one?

Documents or transactions per month

People who touch it

Team hours per week on it

Who does this work today?

How long has it been done this way?

What does it cost when it goes wrong? — errors, delays, lost revenue; your best guess is fine

5 · People & access

Who we work with during the audit, and when.

Who could walk us through the process live?

Their role

Technical contact for systems and data exports — if different

Their email

Interview availability in the first two weeks after kickoff — days / times that work

Busy seasons, blackout dates, or vacations we should plan around

6 · Data sensitivity

A heads-up on regulated or confidential ground — it shapes how the audit handles your data.

Does the work in Section 2 touch any of the following? — mark all that apply Health or medical information Financial account or payment-card data Personal identifiers (SSNs, ID numbers) Confidential client data None of these Not sure

Any compliance frameworks you operate under? — HIPAA, PCI, SOC 2, state rules, other

Names of systems and data types are all we need at this stage — please do not include actual records.

8 · Anything else

Anything we should have asked and didn't — context, worries, or goals worth knowing.

Review & send back

One click packs your answers into a single zip file in your Downloads folder. Then just email that file to your BioInfo AI representative.

Before you finish

Done — check your Downloads folder.

Email that file to your BioInfo AI representative and you're finished. Thank you — good answers here are what make the audit fast and useful.

Need to change something? Come back any time — your answers are still here — and download again.