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AI readiness score for service firms

An AI readiness score is a short snapshot of whether a service firm of about 10 to 500 people can put AI to work on a real workflow. This page covers data, workflows, people and approvals, governance and measurement, and it shows an overall score as soon as you finish.

Leave an email to see a short note for each category. The full report comes from a discovery call.

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What this score looks at

Twelve questions sit in five categories. Together they show whether an assistant can take on a repeating job, and where the firm still has work to do.

The questions are for firms of about 10 to 500 people in accounting, law, engineering, insurance, consulting and real estate.

A useful assistant assembles a client file or drafts a project update, and the people responsible for the work still review it.

  • Data. Where client records live, who can authorize their use, and whether a typical file is complete.

  • Workflows. Whether the firm has picked one repeating job, and written down which decisions stay with a person.

  • People and approvals. Who owns the work, who reviews what an assistant prepares, and who handles a stop.

  • Governance. Written rules for client information, approved tools, and a record of review.

  • Measurement. A baseline for preparation time, review time and corrections, and a way to tell whether the work is improving.

The score uses Precision's planning rubric. It does not certify compliance, predict savings or authorize a deployment.

Each answer is worth 0, 1, 2 or 3, and the page totals them out of 100. Early is 0 to 39. Partial is 40 to 69. In place is 70 to 100. Each category uses the same bands.

Answer twelve questions

Choose the answer closest to how the firm works today.

Data

1. Where do the records for a typical client job live?
2. Who can authorize those records for an AI workflow?
3. How complete is a typical file when the work starts?

Workflows

4. Have you chosen one repeating workflow to improve first?
5. Where does professional judgment stay with a person?

People and approvals

6. Is there a named owner for that workflow?
7. Who reviews prepared work before the firm relies on it?
8. What happens when the work should stop for a person?

Governance

9. Are the rules for client information written down?
10. Are approved tools and review records in place?

Measurement

11. Do you have a baseline for the workflow?
12. How will you judge whether the workflow is improving?

Get the full report

The result on this page starts with a score out of 100. Leave your email to see a short note for each category. The full report, including which workflow to take first, comes from a discovery call. To record evidence for one workflow, use the AI readiness assessment checklist.

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Questions

What is an AI readiness score?

An AI readiness score is a planning snapshot of a service firm's data, workflows, people and approvals, governance and measurement. It shows where the firm can put AI to work on a real workflow, and where the gaps are.

Who is this score for?

Owners and operations leaders at accounting, law, engineering, insurance, consulting and real estate firms of about 10 to 500 people. The questions assume the firm already has client work, reviewers and existing systems.

What appears on this page?

After all twelve questions are answered, the page shows a score out of 100. Leave your name and email to see a short summary for each category and to receive a copy by email. The full report, including which workflow to take first, comes from a discovery call.

Does a high score mean the firm should deploy AI?

A high score means the basics for a bounded first workflow are largely in place. The score does not certify compliance, predict savings or authorize a deployment. The next step is a discovery call.