Is Your Firm Ready
for AI?
22 checkpoints built specifically for professional services firms. Understand exactly where your client workflows, team readiness, and technology stack stand — before you invest another dollar.
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Here’s how you scored across the three pillars of AI readiness.
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Matthew Schulz
Founder, Schulz Digital Consulting · Orlando, FL
25+ years of technology transformation experience at USAA, Keller Williams, and American Family Insurance. I help businesses of all sizes cut through the AI noise and build a practical roadmap — process first, people second, technology third.