8 questions. 3 minutes. Find out where you stand compared to firms already using AI to save 10+ hours per week.
52%
don't know where to start
4%
blocked by budget
25%
tried AI with limited results
1 of 8
01
How is your organisation currently using AI?
Think about tools, workflows, and any experiments your team has run.
We haven't started. No AI tools in use.
A few individuals use ChatGPT or similar for ad-hoc tasks.
We've tested AI tools in specific workflows, but nothing systematic.
AI is integrated into at least one core business process.
02
How would you describe your data infrastructure?
AI is only as good as the data it works with. Where does your firm's knowledge live?
Mostly in people's heads, email threads, and scattered documents.
We have a document management system, but it's inconsistently used.
Key data is structured and centralized, but not all of it.
Well-organized systems with consistent naming, tagging, and access controls.
03
Are your core processes documented?
AI excels at automating repeatable workflows. But first, those workflows need to be defined.
Most processes live in people's heads. We figure things out as we go.
Some processes are documented, but many are outdated or incomplete.
Key workflows are documented and mostly followed.
Comprehensive process documentation with regular reviews.
04
What is your team's comfort level with new technology?
The biggest barrier to AI adoption is rarely budget. It's people.
Most of the team resists new tools. Change is slow.
A few enthusiasts, but leadership hasn't set a clear direction.
Leadership is curious about AI. Training hasn't started yet, but the appetite is there.
Leadership champions innovation. The team adapts well to new tools and workflows.
05
Do you have a clear idea of what AI should solve for your firm?
Firms that start with a specific problem outperform those that start with "we should use AI."
Not really. We know we should do something, but not what.
We have some ideas, but haven't prioritized or validated them.
We've identified 2-3 specific use cases and their expected impact.
We have a roadmap with priorities, timelines, and success metrics.
06
How much time does your team spend on repetitive, manual tasks?
Document review, data entry, report formatting, compliance checks. The hours add up.
Significant. 30%+ of billable time goes to work that feels automatable.
Moderate. Maybe 15-30% of time on tasks that could be streamlined.
Some, but we've already optimized the obvious parts.
Minimal. Our work is mostly high-judgment, non-repetitive.
07
Has your firm allocated budget for AI or digital transformation?
Budget signals commitment. But as survey data shows, only 4% of firms say budget is the blocker.
No budget allocated. We're still evaluating whether AI is relevant.
No formal budget, but leadership would invest if shown clear ROI.
We have a pilot budget set aside for technology experiments.
Dedicated digital transformation budget with executive sponsorship.
08
Are your competitors or peers already using AI?
Competitive pressure is the strongest motivator for adoption. Where does your market stand?
Not that we know of. Our sector hasn't moved on AI yet.
A few early adopters, but it's not widespread.
Several competitors have announced AI initiatives or partnerships.
AI adoption is accelerating fast. We risk falling behind if we wait.
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