Page 1 of 2

AI Readiness Checklist

People

How does your team view new technology?

*

How does your team view new technology?

A

Resistant

B

Neutral

C

Enthusiastic

Do you provide regular AI training?

*

Do you provide regular AI training?

A

None

B

Occasionally

C

Ongoing program

Process

How documented are your firm's SOPs?

*

How documented are your firm's SOPs?

A

Informal

B

Some but not all

C

Fully documented

How often do you audit processes for automation potential?

*

How often do you audit processes for automation potential?

A

Never

B

Occasionally

C

Regularly

Data

How would you describe your data hygiene?

*

How would you describe your data hygiene?

A

Scattered and inconsistent

B

Organized but siloed

C

Clean and centralized

Where is your client data stored?

*

Where is your client data stored?

A

Mostly email and spreadsheets

B

Mix of systems with some overlap

C

One central system

Tools

How connected are your software tools to each other?

*

How connected are your software tools to each other?

A

They don't talk to each other

B

Some connect, others don't

C

Fully connected and automated

Current adoption of automation?

*

Current adoption of automation?

A

Manual only

B

Some automation

C

AI-driven

Strategy

Do you have a defined AI strategy?

*

Do you have a defined AI strategy?

A

None

B

In early stages

C

Documented/Executed

Do you budget for AI or technology innovation?

*

Do you budget for AI or technology innovation?

A

No budget allocated

B

We spend when something comes up

C

Dedicated annual budget