See where AI could help your firm before you decide where to start.
Answer a few questions and get your map: a short written report on where AI fits your work, how to handle your data, and what to do first.
For me
See where AI fits in your working week.
Questions about your role and how you spend your week. Your map shows where AI fits your work, a first project to try this week, and how to keep client information safe.
Start for meFor my organization
Know where AI fits your business, and where it doesn’t.
About the whole firm, answered by you on its behalf. Your map adds a rollout plan, a one-page AI-use policy, questions for your insurers and a one-page brief for your leaders on who owns each area, in what order, and the decisions they need to make.
Start for my organizationYour map opens on screen as soon as you finish, and we email you the link. It is free.
Read a sample firstA map built from your answers.
- 01
Where AI fits your work
The three kinds of work your map ranks highest, based on where you said your time goes and what you want to change, each with a worked example from your kind of business and what the hours you spend on it cost today.
Plus other places AI fits, and the work a person should keep doing. - 02
Your data and AI
Which settings to turn on first for the kind of information you hold, which AI tools work with the email system you use, and the main risks with how to prevent each.
Includes a one-page checklist of the setup steps to send to your IT provider. - 03
A first project you can try this week
Your map names one project, picked from your answers.
Download your map as a PDF or share a read-only link.
The worked examples in your map are illustrations. Your results will differ. After your map opens, you can add detail in steps of about two minutes each, and the map updates.
See a sample map.
Six sample maps, each built from a made-up set of answers. The firms and people are invented. You can read them without answering anything.
For me
Wealth management
The client follow-up email, drafted the same afternoon as the meeting.
Meetings and follow-ups · KYC changes flagged · Client emails sorted
Read the sample map Trades business
A morning brief of the emails that need you, with replies drafted.
Your inbox · Quote drafts from site notes · Friday client updates
Read the sample mapFor my organization
Law firm
Pre-bills ready for review.
Finance and admin · Client updates · A Monday matter brief
Read the sample map Accounting firm
Missing documents chased for you in busy season.
Client service · Engagement letters · Monthly figures for partners
Read the sample map Engineering firm
Proposal first drafts from your past bids.
Proposals and quotes · A Monday leadership brief · Meeting actions
Read the sample map Custom home builderSubtrade bids, levelled side by side.
Proposals and quotes · A three-week look-ahead · RFIs tracked to an answer
Read the sample mapYour own map is written for your industry. We cover 16, from clinics and insurance to manufacturing and non-profits, so pick the sample closest to you to see the format.
What happens when you fill this in?
We delete your answers and map from our system after 90 days. You are not added to a mailing list. You can delete them sooner from your map link. We store your answers, your email address, any name or firm name you give, and your map with our database provider (Supabase). We email you a link to your map, and Chase gets a copy of your answers. The emails go through our automation service (n8n) and our Google Workspace account, and stay in your inbox and ours until deleted.
Privacy policy- Pick one. About 10 minutes.
Pick “For me” or “For my organization”, then answer questions about your role, your industry, where your time goes and what information you hold. You can skip most questions.
- No AI reads your answers
Your map is built from them with rules and examples written by Chase Bernier, Sidekick’s founder. It uses what you tell us; we have not reviewed your business.
- Yours to keep or delete
The map is yours. Delete your answers and map any time from your map link.
- Contact only if you say yes
The last question asks whether Chase can contact you once about your map. Choose “No thanks” and you won’t hear from us. If you want to talk, the first step is 30 minutes with Chase to walk through your map and decide where to start. The call is free.
Answer the questions. Then decide where to start.
No account, and no call required.