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AI Readiness Assessment

Complete the assessment, then schedule your strategy call to get started!

Email*

1.First name*

2.Last Name*

3.Phone number *

4.Email*

5.Firm Name*

6.How many employees does your firm have?*

1–3

4–5

6–10

10+

7.What kind of BVFLS work does your firm primarily do?*

Characters remaining: 400

8.How familiar are you with AI tools and concepts? (I ask so I can match my approach to your comfort level with AI and make sure you get the best possible starting point.) *

I’m starting from scratch ... I’ve barely explored AI tools.

I’ve dabbled with AI tools but want to be more effective.

I regularly use AI and want to strategize/optimize.

9.What is your top outcome for learning AI? (Tell me about the bigger picture you’re aiming for so I can recommend the most relevant path.) *

Transform how my practice works with AI.

Upskill my team so they can use AI more effectively.

Streamline my workflows to save time/increase throughput.

10.What is the biggest challenge AI could solve for you?*

Characters remaining: 400

11.Which AI topics or skills do you want to focus on first? (This helps me match you with training and resources that cover the subjects you care about most. Select all that apply.) *

Prompt engineering & tool mastery

Workflow automation & integration

AI ethics, privacy, and standards compliance

Data analytics

Team AI training programs

Not sure yet

12.Are your firm’s SOPs documented?*

Yes

13.How soon are you looking to start this training?*

Immediately

1–3 month

3–6 months

Just exploring

14.Who will be participating in the training?*

Just me

My team

Not sure yet

better practices

Turn the practice you have into the practice you want ... with an assist from AI.

AI Readiness Assessment

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