Answer a few simple questions and get a practical benchmark of your firm's technology — security, backups, Microsoft 365, AI, workflow automation, and owner dependency — with a clear view of what to improve first.
Start My Free IT AssessmentTakes only a few minutes. Results sent directly to your inbox. No obligation.
MFA, user access, passwords, backups, and device visibility.
Microsoft 365, SharePoint, file organization, and outdated tools.
Whether AI is actually saving time or just being experimented with.
Manual follow-up, duplicate data entry, and repetitive tasks.
How much still runs through the owner or one key person.
Consistency of communication and leadership visibility.
As a firm grows, technology is added one tool at a time. Over time, gaps appear that quietly cost time, create risk, and pull leadership into preventable problems.
25 plain-English questions across five areas. No technical knowledge needed.
Get a benchmark score, category breakdown, and your biggest opportunity — by email.
Optionally review your results with an IT expert. No pressure, no obligation.
“The assessment gave us a clear, practical picture of where our technology stood — and exactly what to fix first.”
For each statement, choose how true it is for your firm today.