AI Readiness Scorecard
Find out where your organization stands on AI transformation — and where clarity can unlock your potential
Built for organizations navigating AI transformation across all industries
Strategic Alignment
Has your organization thought about where AI or automation could help?
Strategic Alignment
Is your organization's leadership on board with adopting new technology?
Strategic Alignment
Do you know how much time your team loses to repetitive admin tasks each week?
Client Data & Records
How organized is your client data across your practice tools?
Client Data & Records
How do you handle sensitive client information and compliance?
Client Data & Records
Do your practice tools (CRM, scheduling, billing) talk to each other?
Tools & Technology
How up-to-date are the software tools your organization uses daily?
Tools & Technology
Is anyone at your organization using AI tools (ChatGPT, Copilot, etc.) for work?
Tools & Technology
How confident are you in the security of your client data?
Your Team
Does anyone on your team handle technology decisions or manage your IT?
Your Team
How comfortable is your team with learning new software or tools?
Your Team
How much of your team's time goes to admin tasks vs. serving clients?
Readiness for Change
If a new tool could save your team 10 hours a week, how quickly would your organization adopt it?
Readiness for Change
How many hours per week does your team spend on intake, scheduling, or document prep?
Readiness for Change
How important is it that any automation you adopt protects client confidentiality?
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Your AI Readiness Score
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