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Law Firm AI Readiness Scorecard

Answer 12 questions to assess your firm’s AI readiness and receive a personalized action plan

Please answer all questions before calculating your score.

Question 1

How would you describe your firm’s current document management system?

Modern cloud-based DMS with AI capabilities Cloud-based DMS without AI features On-premise system with limited automation Primarily paper-based or basic file storage

Question 2

What CRM and knowledge management tools does your firm currently use?

Integrated CRM and KM with analytics Basic CRM system, no KM tools Spreadsheets and shared drives No formal systems in place

Question 3

How structured and accessible is your firm’s data?

Highly structured with metadata and easy searchability Moderately organized with some tagging Mostly unstructured, difficult to search Highly fragmented across multiple systems

Question 4

Does your firm have formal policies regarding AI use and data confidentiality?

Comprehensive AI policy with clear guidelines Draft policy under review Informal guidelines only No AI policy in place

Question 5

How does your firm handle client consent for AI-assisted work?

Formal consent process with disclosure protocols Case-by-case verbal disclosure Not systematically addressed Haven’t considered this yet

Question 6

What is your firm’s approach to data security and privacy?

Enterprise-grade security with regular audits Standard security measures in place Basic protections only Security needs improvement

Question 7

Has your firm provided AI training for attorneys and staff?

Comprehensive training program with ongoing education Initial training session completed Self-directed learning only No formal training provided

Question 8

How receptive is your firm’s leadership to AI adoption?

Actively championing AI initiatives Open but cautious Skeptical but willing to explore Resistant to change

Question 9

Is your firm currently experimenting with AI tools?

Yes, multiple teams using various AI tools Yes, pilot program with one or two tools Individual attorneys experimenting informally No current AI experimentation

Question 10

Does your firm have dedicated resources (budget, personnel) for AI initiatives?

Dedicated AI budget and innovation team Budget allocated but no dedicated personnel Exploring options, no budget yet No resources allocated

Question 11

How does your firm measure the ROI of technology investments?

Formal metrics and regular performance reviews Informal assessment of value Rarely evaluate tech investments No ROI measurement in place

Question 12

What is your firm’s approach to change management?

Structured change management process with stakeholder engagement Ad hoc approach with some planning Top-down directives with minimal engagement No formal change management process

Your AI Readiness Score

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Your 90-Day Action Plan