How ready is your firm for AI?
Twenty-four quick questions across six areas. It takes about five minutes, and you get your score straight away with a written result by email.
The readiness scorecard is a free 24-question check across technology, processes, data, client experience, people and AI governance, scored on the spot and followed by a written result.
Ready to begin?
Twenty-four questions across six areas of your firm. It takes about five minutes, and you'll see your score as soon as you finish.
It's free, and your answers are only used to work out your result. See the privacy notice.
How it works
- 01Two quick questions about your firm.
- 02Six short sections of four questions. Pick the answer closest to how things work today.
- 03Tell me where to send your written result.
- 04See your score straight away. The full written result arrives by email a few minutes later.
The six areas
Technology · Processes · Data and reporting · Client experience · People and skills · AI and governance
There are no right or wrong answers. Answer for how the firm works now, not how you'd like it to work. You can go back and change an answer at any time before you finish.
What it covers
Six areas
Technology
Whether your systems are up to date and talk to each other.
Processes
How much is done by hand that doesn't need to be.
Data and reporting
Whether information is typed once or several times.
Client experience
How clients send you things and hear back from you.
People and skills
Whether the team knows how to use AI well.
AI and governance
Whether you have a policy, approved tools and a log.
What happens next
After you submit
You see your score straight away, and a written result arrives by email explaining what it means and where to start. If you'd like to talk it through, there's a link to book a call. If you'd rather not, you won't hear from me again unless you ask.
Your answers are used to produce your result and nothing else. See the privacy notice.