FORM FX-3 · AI READINESS CHECK

How ready is your practice for AI?

32 short questions across 8 areas. Pick the answer closest to how your firm works today. There are no wrong answers.

SECTION 1 · PEOPLE AND PROCESSESQUESTION 01 / 32

Question 1 of 32: When a new client signs on, how does your team know the next steps?

It depends on who handles the fileThere is a checklist some people useWritten steps that most people followClear written steps that everyone follows

An overall score, a score for each of the 8 areas, and the clearest next step, with the option to talk it through on a discovery call.