Testata

Privacy

Last updated 12 October 2026

Testata (testata.co) is run by Raul Juarez. Questions or requests: [email protected].

What the audit form collects

Only what you type into it:

  • Company
  • Company website
  • Your role
  • Work email
  • Engineers on the team
  • AI coding tools in use
  • Monthly AI tooling spend (seats + usage)
  • What's hardest right now
  • Where does your team lose the most hours each week?
  • Code hosting
  • CI
  • Team chat
  • OK to share read-only PR metrics (no code) for a sharper audit?
  • Want a 20-minute call to go over the audit?
  • What made you fill this in?
  • Firm name
  • Firm website
  • State(s) where the firm practices
  • Practice areas
  • Attorneys
  • Paralegals and legal assistants
  • Front desk and intake staff (people who answer new calls)
  • Who handles most new inquiries today?
  • New-client phone calls
  • Web form inquiries
  • Website chat inquiries
  • Referrals and emails from people who need a lawyer
  • Consultations booked
  • New matters opened (signed clients)
  • Average fee per new matter (flat fee, or typical total billed)
  • Booked consultations that don't show
  • How soon does a web or after-hours inquiry usually get a first reply?
  • If a new inquiry doesn't book, how many times does someone follow up?
  • How are consultation reminders sent today?
  • Walk us through what happens from a new call or web form to a signed engagement letter. Who does each step?
  • Staff minutes per new matter on intake and data entry
  • Staff minutes per new matter to prepare the engagement letter and get it signed
  • Staff minutes per new matter re-typing client details into documents and forms
  • In your own words: what admin work eats the most staff hours each week?
  • Practice-management system
  • Intake or lead-management tool
  • Email and office suite
  • Phones and answering
  • How engagement letters get signed
  • Loaded hourly cost of front desk and intake staff
  • Loaded hourly cost of paralegals and legal assistants
  • Loaded hourly cost of an attorney (cost, not billing rate)
  • Your name
  • Agency name
  • Agency website
  • State(s) where the agency writes business
  • What kind of agency?
  • Lines of business you write
  • Mix of your book
  • Producers (people who sell)
  • CSRs and account managers (people who do service work)
  • Other staff (front desk, office manager, bookkeeping)
  • Who does most of the service work today?
  • Clients you service (households and businesses, roughly)
  • Annual written premium, roughly
  • Certificates of insurance (COIs) requested
  • Endorsements and policy changes requested (vehicles, drivers, mortgagees, addresses)
  • Policies renewing
  • New quote requests
  • Average first-year commission on a new household or account
  • Documents you chase from clients (loss runs, signatures, underwriting requirements, discount proof)
  • Calls and emails from clients asking where something stands
  • How do COI and endorsement requests reach you?
  • How soon is a routine request (a certificate or a simple change) usually done?
  • When do clients usually hear from you about a renewal?
  • How many times does someone follow up before a document comes back?
  • Staff minutes per certificate (find the policy, fill it in, check it, send it)
  • Staff minutes per endorsement or policy change, from the request to confirming it with the client
  • Staff minutes of prep per renewal (review, requote or remarket, client contact)
  • Walk us through what happens when a client emails for a certificate or a change. Who does each step?
  • In your own words: what service work eats the most hours each week?
  • Agency management system (AMS)
  • Other tools you use
  • How do staff text clients today?
  • How do clients sign applications and forms?
  • Loaded hourly cost of a CSR or account manager
  • Loaded hourly cost of a producer's time (cost to the agency, not commission)

With your answers we store the time you sent them, your approximate country as reported by Cloudflare, and a campaign tag if you arrived through one of our links (for example, from an email). We don't store your IP address.

Why

To write and send your audit, and to follow up with you about it. Nothing else.

Where it's stored

Submissions are stored in Cloudflare Workers KV, in Testata's own Cloudflare account. When email notifications are switched on, a plain-text copy of your submission is also sent to our inbox through Resend, our email delivery provider.

Cloudflare hosts this site and processes requests to it, including your IP address, to serve pages and block abuse.

How long we keep it

Submissions are deleted automatically 12 months after you send them, or sooner if you ask.

Your audit link

Your audit is a private web page at a link only you receive. When it's opened we note the time, the approximate country reported by Cloudflare, and whether the visit looks automated (from the browser's user agent), so we know it arrived. The page and that record are deleted automatically 120 days after we send it, or sooner if you ask.

What we don't do

  • We don't sell or rent your information, or share it with anyone other than the providers named on this page.
  • This site sets no cookies and loads no analytics, advertising or third-party scripts.

Buying the Kit

Stripe processes the payment: your card details go to Stripe and we never see them, and Stripe shares your name, email address and what you bought with us. To deliver the Kit we keep your email address, the Stripe checkout session id, the amount paid, how many times the Kit has been downloaded and, if you arrived through one of our links, its campaign tag (your browser keeps it for the visit in session storage, not a cookie, and the Buy button passes it to Stripe). These are stored in Testata's own Cloudflare account, and the download link is emailed to you through Resend. We keep them until you ask us to delete them: email [email protected].

Your choices

Email [email protected] to see, correct or delete what you sent us, and we'll confirm when it's done.