Firm Assessment · 2 minutes · Personalized

Is your firm ready for AI-Native workflows?

10 questions about your firm's size, clients, and workflow. Get a personalized readiness score + specific next steps for your vertical. No account needed to take it.

First, pick your vertical

How is the readiness score calculated?

The assessment scores three dimensions of AI-adoption fit for small professional services firms. Each answer is weighted by industry benchmarks.

  • Acute need: are you at or past the client-count ceiling where context switching becomes structural? For accounting the ceiling is typically 75-85 clients per partner; for law firms 40-60 active matters; for HR advisory 15-20 client companies; for consulting 8-15 concurrent engagements; for agencies 8-12 concurrent accounts.
  • Workflow maturity: do you have the baseline documentation + repeatability that AI augments (vs. replaces)? Firms with undocumented workflows struggle to adopt AI — the AI has nothing to learn from.
  • Tooling fit: does your current tech stack integrate with AI-native layers? Firms on Excel + email only have no integration surface; firms on QuickBooks Online + Clio + Gusto have deep integration surface.

Composite score placement: 70+ ready now · 40-69 partial readiness (usually 1-2 specific gaps to close) · <40 AI adoption conversation premature for current firm stage.

Common questions about the assessment

How long does the readiness assessment take?
Under 2 minutes. 10 multiple-choice questions covering your firm's size, client count, workflow maturity, tooling, and bottleneck pattern. No account creation required to take it; email optional at the end if you want the full report.
How is the readiness score calculated?
Each answer carries a weight based on industry benchmarks for AI-native workflow fit. The score combines three dimensions: (1) acute need — are you at or past the client-count ceiling where context switching becomes structural? (2) workflow maturity — do you have the baseline process documentation that AI augments vs. replaces? (3) tooling fit — does your tech stack integrate with AI-native layers? The composite score places your firm on a 0-100 readiness scale.
What does a 'ready' score mean?
A score of 70+ means your firm is structurally ready for an AI-Native workspace like Practiq. You're likely past the client-count ceiling where context switching stops being a solvable human problem, you have documented workflows AI can learn from, and your current tooling (QuickBooks, Clio, Gusto, etc.) has working integrations. Scores 40-69 indicate partial readiness — usually a specific workflow or tooling gap to close first. Below 40 indicates the AI adoption conversation is premature for your current firm stage.
Is the quiz specific to one vertical?
Yes — the questions and scoring adapt based on your vertical selection at the start. An accounting firm's readiness signals differ from a law firm's (billable-hour tracking, IOLTA constraints) or an HR advisory firm's (multi-state compliance, per-client benefits admin). The personalized report reflects your vertical's specific patterns.
What do I get if I enter my email?
A personalized PDF report emailed within a few minutes: (1) your full readiness score with breakdown across the 3 dimensions, (2) the specific bottleneck patterns your answers indicate, (3) 2026 benchmark comparisons vs. similar-size firms in your vertical, (4) 5-step implementation path tailored to your readiness level, (5) direct recommendations on when to adopt vs. when to wait.
Will you sell my email or spam me?
No. Email is added to Practiq's early-access waitlist. You get the readiness report plus our 6-email nurture sequence (one email every few days for 30 days), then nothing unless you engage. One-click unsubscribe at any time removes you entirely.