Where would AI actually pay off in your firm?
Ten questions on how your firm actually runs. Four minutes, and you leave with a scored roadmap: the three opportunities with the most time in them, what each takes, and a 90-day plan. Free, and written for a firm your size.
Four editions, one for how your firm makes money
Investment firms and their advisors
Ten questions on how you source, decide, oversee and report.
Accounting and financial services
Ten questions on how you win clients, prepare the work, close the books and handle client questions.
Law firms
Ten questions on how you take in clients, draft, run matters and bill.
Recruiting and staffing
Ten questions on how you source, screen, submit, schedule and report.
Radars are illustrative. Yours is drawn from your answers.
A roadmap, not a results screen
A score and a tier
Out of 100, across four areas scored out of 25, compared with firms of your type and size. The lowest tier is framed as the largest upside.
Four tiers, like with like
Manual, Assisted, Systematised, Compounding. A four-holding family office is never measured against a thirty-company fund.
Three opportunities, ranked
Where the time goes today in your own words, what changes after, effort in weeks, who it needs from your side, and an hours range with its basis stated.
A 90-day plan and a PDF
Sequenced so a small team can carry it, with a direct answer to the blocker you named. Printable, with the firm name and date on it, and a permanent link to forward.
Four minutes in, a plan out
Profile
Four unscored questions so the roadmap uses your vocabulary and only the recommendations that apply.
Ten questions
One per screen, mostly a single tap. Back is always there, and a refresh loses nothing.
The roadmap
Scored, ranked and written for your firm. Shown immediately, emailed as a permanent link.
The walkthrough
Optional. Thirty minutes with Ishaan on which opportunity to scope first and what it needs from you.
Before you start
What is an AI readiness assessment?
A structured look at how a firm sources work, produces it, keeps it moving and manages AI, scored across those four areas. Ours takes ten questions and four minutes, and returns a roadmap that ranks the opportunities for your firm specifically, with the hours behind each and a 90-day plan.
Is it really free, and what happens to my answers?
Yes. The roadmap is generated immediately and emailed to you as a permanent link. Your answers are used only to write it. One email, no sequence, and we follow up only if you ask us to on the roadmap page.
How is the score calculated?
Each of the four areas is scored out of 25 from the answers, for a total out of 100, and placed in one of four tiers. Recommendations are ranked by how much recoverable time sits behind each one, which is the inverse of your score in that area. Hour ranges are derived from your answers, never invented.
Which edition should I take?
The one that matches how your firm makes money. Investment firms covers funds, family offices, sponsors, holding companies and the advisors who serve them. Accounting covers CPA, bookkeeping, outsourced CFO, tax and advisory practices. Law firms and recruiting cover themselves. If none fits, take the closest one; the questions are about workflows, not labels.
What is on the roadmap?
Your score and tier, a radar across the four areas, the three opportunities with the most time in them, each with what changes, effort in weeks, who it needs from your side and an hours range, a 90-day plan, a direct answer to the blocker you named, and a printable PDF.
Can I share it with a partner?
Yes. The link is permanent and the PDF carries the firm name and date. It is written to be forwarded.
Rather skip the quiz and talk it through?
Thirty minutes with Ishaan covers the same ground, against how your firm actually runs.
Book a free callor write to us at [email protected]