Free tool · 3 minutes

How ready is your firm for AI?

Answer 10 quick questions. Get an instant score and three recommendations. No signup, and your answers stay in your browser.

1How many hours a week does your team spend on repetitive admin, such as data entry, scheduling, and follow-ups?

Under 2 2 to 5 5 to 15 More than 15

2Where does your client information live?

Paper or scattered files Spreadsheets One main system Connected systems

3Which email and document tools does your team use?

Mostly personal email and paper A mix of tools Mostly Google Workspace or Microsoft 365 Fully on Google Workspace or Microsoft 365

4How does your team use AI today?

Not at all A few people, on their own Some shared use Built into daily workflows

5Are your common processes written down?

No, they live in people's heads A few are The key ones are Most are

6How do you follow up with clients and leads?

When someone remembers Manual reminders Templates Mostly automated

7How much of a priority is AI for the owners?

Not a priority Curious Want results this quarter Budget set aside

8Do you have rules for what client data can go into AI tools?

No Informal guidance A draft policy A written, shared policy

9Do you know how much time admin work costs you?

No idea A rough guess Tracked for some tasks Tracked and reviewed

10Who would own a new workflow once it is set up?

No one has time The owner, part time A staff member An operations lead

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