AI Readiness Assessment for Professional Services Firms
An AI readiness assessment scores your firm's workflows, data, and tech stack for automation potential. I evaluate each process for volume, repetitiveness, and ROI, then deliver a prioritized roadmap with your top 3 opportunities ranked by payback time. Takes 1 week, requires 2-3 hours of your team's time.
The problem
What Happens Without an Assessment
Most firms skip the assessment and jump straight to buying AI tools. The result is predictable.
You buy software nobody uses
Without scoring workflows first, firms pick AI tools based on demos and hype. Six months later the license is paid but the tool sits unused because it doesn't fit how your team actually works.
You automate the wrong thing first
Not every repetitive task is worth automating. Some have messy data, some need judgment calls, some aren't high-volume enough to justify the setup. Without a scoring framework, you waste months on a workflow that saves 2 hours a week.
Your team resists the change
When automation lands on a team that wasn't evaluated for readiness, adoption craters. People work around the system instead of through it. The project gets labeled a failure and kills appetite for future automation.
What changes
What the Assessment Delivers
A structured evaluation that tells you exactly where to start and what to skip.
Workflow complexity scoring
Each workflow scored on volume, repetitiveness, error rate, and time cost. The numbers tell you which processes have the highest automation ROI before you spend anything.
Data readiness check
Where does your data live? Is it structured? Can AI access it? This determines what's automatable today vs. what needs prep work first.
Tech stack audit
What tools does your team use? What integrates? What doesn't? The automation has to work with your existing systems, not replace them.
Prioritized roadmap with ROI estimates
A ranked list of automation opportunities with estimated hours saved, implementation effort, and payback timeline. You can act on it yourself or bring it to any vendor.
How we'll work
One workflow. Four weeks. Measurable results.
Each sprint tackles one high-impact workflow from assessment to production. Then we move on to the next problem.
Find the highest-impact opportunity
I sit with your executives and map the current state of your operations. Every workflow gets scored for automation potential and ROI. We pick the one that moves the needle most.
Design and build
We figure out what the automation looks like. Sometimes it's a Claude Cowork plugin. Sometimes it's custom software. I build it on your existing tools. No new platforms to buy.
Go live and measure
The system goes into production. I set up tracking for hours saved, throughput, and error rates. Real numbers, not projections.
Train your team
Your people learn to use the new workflow. Documentation, walkthroughs, hands-on sessions. Adoption is where most AI projects die, so this part gets the same attention as the build.
Know which workflow to fix first?
Book a 30-minute call. We'll map your operations and find the highest-ROI automation.
Example
What This Looks Like in Practice
A 45-person accounting firm came in spending 30+ hours per week on manual client onboarding. They'd tried two AI tools already. Neither stuck. Here's what the assessment found.
6 → 1
Workflows worth automating
Out of 6 workflows the firm wanted to automate, only 1 had the data quality, volume, and team readiness to succeed immediately. The others needed data cleanup first.
22 hrs/week
Hours recoverable from top opportunity
Client document intake scored highest on every dimension. Repetitive, high-volume, structured data, and the team was already frustrated with it.
< 6 weeks
Payback time on first automation
The implementation sprint paid for itself in under 6 weeks. The firm redirected those 22 hours to billable client work.
FAQ
Common questions about this service.