FindwellFree download · PDF · 8 pages
Free audit kit

24 AI visibility audit prompts for professional services firms.

Want to know whether AI can find your firm and the people behind it? Get 24 ready-to-adapt prompts, an editable results workbook and a 30-day action plan to run your own audit.

  • 24 practical AI search prompts covering firm discovery, named experts, comparisons and accuracy checks
  • An editable audit workbook to record who gets named, which sources appear and where the gaps are
  • A simple scorecard to compare results without relying on a made-up AI visibility score
  • A 30-day action plan to turn what you find into clear next steps

Free · 24 prompts · PDF guide and editable workbook

How it works

A useful starting point for your own audit.

Choose the questions that matter to your clients, adapt them to your firm, then test what AI actually says. The kit gives you a way to save the answers and check them again. It is a template for your own research, not a pre-run ranking.

24editable prompt templates
4types of search question
4suggested platforms to compare
2test runs per platform
192planned entries in the results log
7tabs in the Excel workbook
Try a question

Would AI know who to recommend?

Start with a question that does not mention your firm's name. Then look at whether the answer names a firm, an individual or neither.

Who is a specialist in [specific issue] for [buyer type] in [location]?

An example from the starter kit. This is a prompt template, not an AI result.

A look inside

A practical kit you can use straight away.

See how the prompts are organised, then download the full set and the workbook for recording your own results.

How to run the audit
How to run the audit
Provider discovery prompts
Provider discovery prompts
How to measure the results
How to measure the results
A 30-day action plan
A 30-day action plan
What's inside

Everything you need to run a first audit.

  1. 01
    Start with a repeatable methodDecide what to test, which platforms to compare and what counts as a useful answer
    p. 2
  2. 02
    Firm discovery promptsTest whether a potential buyer can find relevant firms without searching for them by name
    p. 3
  3. 03
    Named-expert discovery promptsCheck whether AI can identify people associated with specific areas of expertise
    p. 4
  4. 04
    Comparison promptsSee which firms appear when a buyer starts weighing up the options
    p. 5
  5. 05
    Accuracy and verification promptsCheck whether AI gets a person's role, firm and expertise right
    p. 6
  6. 06
    A scorecard you can useRecord firm mentions, named experts, cited sources and factual errors
    p. 7
  7. 07
    Your first 30 daysPrioritise the fixes most worth making and establish a review routine
    p. 8

A prospective client might ask AI for a specialist in a particular city, compare firms for a complex piece of work or look for somebody who can explain a new regulation. The answer may name a firm, an individual expert or neither.

That is what an AI visibility audit helps you investigate. Instead of asking only whether your firm's name appears, you look at the people, topics and supporting sources behind an answer. You also check whether the information is right.

The Findwell starter kit gives you 24 prompts to adapt to your firm's services, clients and geography. They cover four types of question: finding a provider, finding a named specialist, comparing options and verifying an expert's details. You can use the same prompts across two AI platforms and repeat the test to see how answers vary.

Examples include:

  • 'Which firms in [region] publish useful advice about [priority issue]?'
  • 'Compare [service type] firms in [region] for a [type of client].'
  • 'Is [named expert] currently at [firm], and what reliable sources support that?'

The guide explains how to carry out the checks. The workbook helps you record firm mentions, named experts, source links, accuracy issues and any changes worth following up. There is also a 30-day action plan for turning the results into practical next steps.

This is a starting point, not a claim about how often AI recommends your firm. The real value is in keeping a consistent record of what is and is not being found.

Want more detail before you begin? Read our practical guide to running an AI visibility audit.

For teams responsible for making expertise findable.

You do not need a specialist AI monitoring platform to start. You need relevant questions, a consistent method and somewhere to record what happens.

Marketing and BD teams

Test whether potential clients find the firm and the right specialists for the work you want to win.

Managing partners and practice leaders

See where expertise is being recognised and where the right people are missing from the answer.

PR and communications teams

Check which experts are surfaced for media questions and what public evidence supports their expertise.

Jordan Greenaway
“An audit shouldn't just tell you whether you're visible. It should show you where you're being overlooked, which experts aren't being found, and what you can actually do about it.”
Jordan Greenaway · Founder, Findwell

Questions

What is an AI visibility audit?

It is a structured check of how your firm and experts appear when people ask AI search tools relevant questions. The aim is to see who gets mentioned, what evidence is cited and whether the information is accurate.

What's in the starter kit?

There are 24 prompts across firm discovery, named-expert discovery, comparisons and verification. You also get an Excel workbook for recording responses, reviewing results and planning improvements, once the two-file delivery is enabled.

Which AI tools should I test?

Start with two platforms or search modes your clients might realistically use. Record the platform, date and settings so you can compare the results later.

Do I need a paid AI monitoring tool?

No. You can run this as a manual audit. The spreadsheet gives you a way to save your observations before deciding whether you need more advanced monitoring.

Does this tell me where my firm ranks in AI search?

No. It is a repeatable prompt-testing template, not an existing ranking or a statistically representative visibility score. The results will depend on the questions, platforms and dates you test.

Is it only for law firms?

No. The prompts can be adapted for accountancy, financial services, consultancies and other professional services businesses with named specialists.

Find out how your experts appear in AI search.

Get the prompts, check the answers and start with the gaps you can actually fix.

Get the free audit kit