AI Readiness Check
Fourteen questions on how your firm handles AI and client data
Fourteen questions about how your firm actually uses AI today, not how you intend to. Takes about five minutes and produces a scored report with the specific gaps, written so you can put it in front of partners without translating it first.
What this score is, and what it is not
This check is self-assessed. It reflects the answers entered on this page, and nothing here has been verified against the firm's systems. That makes it a useful way to start a partner conversation, and a poor substitute for evidence.
The Baseline Assessment is the evidence-based version. It reads the firm's own Microsoft 365 tenant, surveys staff anonymously about the AI tools they actually use, reviews the existing WISP and engagement letters, and produces a written register of every gap identified within the assessment scope, each with a recommended owner, a remediation step, and a target date. The register is written so it can be handed directly to an insurer or a peer reviewer.
One is a thermometer. The other is a diagnosis.
A geometric encoding of your fourteen answers. Each point is one question. Near the centre means a gap; at the rim means a control in place. The four quadrants are the assessment areas, and the weight of the line is your overall score.
Two firms with the same score but different gaps produce different marks. Re-run this after remediation and the change is visible.
Optional. We will read the findings and reply with what we would prioritise for a firm in your position. No obligation, and we do not add you to anything.
Nothing you answer is transmitted or stored unless you choose to send it. The assessment runs entirely in your browser and the results disappear when you close the page. This is a general self-assessment, not a formal audit or compliance opinion.
What this measures
Four areas: whether client data is leaving firm control through unmanaged tools, whether anyone is accountable for AI decisions, whether output is being reviewed before it reaches clients and filings, and whether your written policies reflect what staff are actually doing. Firms usually score well in one area and discover a gap in another they had not considered.
Why the questions are blunt
Readiness assessments that ask about intentions produce flattering, useless scores. These ask what is happening now. A firm where three people quietly paste client data into a personal AI account is in a materially different position from one where nobody does, regardless of what either policy document says.
After the assessment
The report names the gaps in order of exposure. Most are closeable without buying anything. If you want help closing them, that is what we do. More free tools at claremontsecurity.com/tools, including a WISP builder.