Assessment
Is your firm ready for AI? Start with one process.
Most firms are ready for a first process long before they feel ready for AI.
Built forQopia FinancialJSI Systems
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
The AI readiness checklist: 5 things that decide whether a first project holds
The process
Is there one worth starting with?
The data
Can a system read what it needs?
The people
Will anyone use it?
The rules
Is it allowed?
The follow-through
Will it still work in a year?
Reading it
What your answers mean
Mostly yes
You’re ready for a first process. Your brief is where the working session starts.
Yes on process, no on rules
Set the rules first. The AI use policy template is the quickest way in.
No on data
Start by making the records agree. It’s real work, and everything else stands on it.
Mostly no
A normal place to be. The working session gets you from here to a first process.
Questions we get asked
What is an AI readiness assessment?
A structured look at whether a first AI project would hold in your firm: the process, the data it needs, the people, the rules and who owns it afterward.
How long does it take?
The 3 questions take about a minute. The checklist is 15 lines.
Do we get a score?
No. A score hides which answer matters. The checklist shows what to fix first.
Is there an ROI calculator?
The brief works out the hours a process takes in a year from your own answer, and a dollar figure only if you choose who does the work. Nothing is assumed for you.
Useful from here
Start with one process.
A working session on how your firm actually runs. You leave knowing the first process worth fixing.