Free AI Readiness diagnostic

Where does your firm actually stand on AI?

Six questions, about two minutes. You'll get a read across the four AI Fluency competencies, Delegation, Description, Discernment, and Diligence, and one place to start. It is a separate lens from the Clarity Audit, and it is not a score.

Built for advisors, CPAs, and consultants. Nothing follows unless you ask for it.

Two minutes

Six questions. No account, no credit card.

Four competencies

Delegation, Description, Discernment, Diligence.

Readout on screen

Plus a copy emailed to you. Not a score, not a sales sequence.

Which best describes your firm's current use of AI? *

We don't use AI in client-facing or operational workflows yetWe use consumer tools (ChatGPT, Claude, Microsoft Copilot) informallyWe've integrated AI into one or two specific workflows (research, drafting, summarization)We've built or commissioned custom AI workflows tied to our processesI'm not sure, we haven't audited this

When your team uses AI, how do they guide it? *

We type a quick request and take what comes backWe give it some context and examples when it mattersWe use saved prompts and instructions for recurring tasksWe've built structured, reusable setups for specific workflowsWe don't use AI yet

Before your team relies on an AI output, how is it checked? *

We generally trust it if it reads wellOne person spot-checks important outputsWe verify facts and figures against sources for anything client-facingWe have a defined review step before AI work reaches a clientWe don't use AI yet

Does your firm have a documented position on AI use? *

Yes, we have a written policyInformal, we've talked about it but not written it downNo, we haven't addressed itNot applicable to our practice

How visible is AI in what your clients see or touch? *

Invisible, clients don't encounter AI in any part of our serviceLightly visible, we mention it conversationally, no AI-facing touchpointsSome AI-facing touchpoints (AI-prepared summaries, AI-assisted scheduling)AI is a stated part of our value proposition to clients

If we were going to help you bring clarity to AI, what would you address first? (optional)

Compliance and risk postureWorkflow design, which tasks AI should and shouldn't touchData hygiene, we don't trust our own data well enough yetTeam training and change managementVendor selection, build versus buy decisionsI don't know yet, that's why I'm here

What's the biggest AI-related question on your mind right now? (optional)

Where should we send your readout?

First name *

Last name

Email *

Firm name

Firm type

The readout is generated from your answers against the four-competency AI Fluency framework: Delegation, Description, Discernment, and Diligence. It is the same lens I use with client firms, applied to where you are today, and it names one place to start rather than a list of everything to fix.

Joseph Stacy · Clarity Systems Lab