AI check for law, fiduciary and advisory firms
Where does your firm stand on AI, and what would pay off? Five minutes, four short parts, a result right on your screen.
- 5 minutes
- Instant result
- Nothing stored: everything is calculated in your browser
AI4Leaders · AI check for law, fiduciary and advisory firms
Your resultYour three levers
How AI can take on your time sinks
AI prepares, you check and decide.
Do it yourself this week
Where you stand on the path
Book a call: ai4leaders.ch/en/contact · contact@ai4leaders.ch · +41 44 304 99 98
Managing Partner
Your answers
This check is for orientation and is not legal advice. What applies to your firm depends on your professional rules and contracts.
What the AI check shows, and how it works
Many law, fiduciary and advisory firms have long been using AI, often through personal subscriptions and without rules. In five minutes, the check shows where your firm stands, what routine work costs today and which next step pays off. It is vendor-neutral and free of charge.
- Part 1Your firm
Field, size and whether AI is already in use.
- Part 2Your daily work
Which tasks take the most time, and how many hours a week they take.
- Part 3Your foundation
Six statements on whether you can defend today's use of AI to clients, insurers or supervisors.
- Part 4Your working basis and looking ahead
What AI would build on at your firm, and five questions on your business model.
The six points of a defensible foundation
- Company accounts on commercial terms instead of personal subscriptions
- A contract with the provider that governs processing and confidentiality
- Clarity that client data is not used to train models
- Informed clients, for example through the engagement letter
- A written rule on what may go into AI tools and what may not
- Evidence you can show clients, insurers or supervisors
More on the approach: Level 1 for professional services · How law firms start safely in six weeks
Frequently asked questions
What does the AI check show?
It shows whether your current use of AI rests on a foundation you can defend, roughly how much routine work costs your firm per year, and which next step fits. On top come three levers, examples for your most time-consuming tasks and things you can do yourself this week.
Who is the check for?
For law firms and notaries, tax and fiduciary advisors, asset managers and other advisory firms, from small offices to larger firms. For firms with around 50 employees or more, the path continues with our standard methodology.
What makes a defensible foundation for AI?
Six points: company accounts on commercial terms instead of personal subscriptions; a contract with the provider that governs processing and confidentiality; clarity that client data is not used to train models; informed clients, for example through the engagement letter; a written rule on what may go into AI tools and what may not; evidence you can show clients, insurers or supervisors.
Are my answers stored?
No. The result is calculated in your browser. Only if you request the start plan by email are your answers transmitted to send it. We receive a copy only if you tick that box.
What does the check cost?
Nothing. The check is free of charge and needs no registration. The result appears on your screen right away.
Is this legal advice?
No. The check is for orientation. What applies to your firm depends on your professional rules and contracts.