AI Readiness & Workflow Audit
Understand where AI fits, what to do first, and what to avoid.
Who this is for
- Law firms and accountancy practices using Microsoft 365
- Firms with repetitive admin that consumes senior staff time
- Businesses unsure where AI fits or what to prioritise
- Firms that want a structured assessment before committing to anything
The problem this solves
You know AI is relevant but are not sure where to start.
Your team spends hours on repetitive admin that feels like it should be automated.
You have heard about Copilot, Claude, and other tools but do not know which ones apply to your work.
The audit gives you a clear, practical assessment so you can act with confidence or decide to wait.
What you get
- Workflow review with a senior staff member or practice owner
- AI opportunity assessment across your current processes
- Risk and governance review
- Recommended pilot workflow with expected ROI hypothesis
- Written report delivered within 5 working days
Expected outcome
A clear written assessment of where AI fits in your business, what to prioritise, what to avoid, and a recommended first workflow with expected ROI.
Common questions
The session itself is 60-90 minutes. You receive the written report within 5 working days.
Yes. If you proceed to a Controlled Pilot within 14 days of receiving the report, the audit fee is credited in full.
That is a valid and useful outcome. The report will explain what needs to change before AI adds value, so you avoid wasting money on premature adoption.
No. The audit is conversation-based. Evoloop reviews your workflows, tools, and pain points through structured discussion, not system access.