AI Assessment

1. Contact Information

2. Systems Used

3. Interest Areas

4. Activity Metrics

5. Onboarding Process

How long does it typically take to onboard a new piece of work?

6. Risk Assessment

What percentage of new files are:

7. Process Evaluation

Please rate the following processes on a scale of 1(Poor) to 5(Excellent):

9. Additional Information

Please may we request a final piece of information:

Are there any specific considerations or objectives your firm is aiming to achieve?