About 3 minutes. No email required to see the score.

AI risk score

Twelve short questions about what people at your company already do. For owners and office managers at agencies, accounting firms, insurance agencies, real estate, and title companies.

Not sure is an answer. It counts toward the score, because an unknown answer is a gap. The result is a reading of these answers. It is not legal advice.

Question 1 of 12

What kind of company is this?

Agency or consultancyAccounting or bookkeepingInsurance agencyReal estateTitle or closingAnother small business

How many people work there?

Fewer than 55 to 2021 to 5051 to 100More than 100

Do people at your company use ChatGPT or another AI tool for work?

Yes. More than one person.Yes. One or two people.No.Not sure.

In the last year, has anyone pasted client or customer information into an AI chat?

Yes.No.Not sure.

Is an AI tool connected to email, a shared drive, or files?

Yes.No.Not sure.

Is there a written note that says what people may put into an AI tool?

Yes. People have been asked to read it.There is a draft. People have not been asked to read it.No.Not sure.

Has a client, an insurer, or an auditor asked how your company uses AI?

Yes. We answered from a written list.Yes. We did not have a written answer.No one has asked.Not sure.

Who says yes before someone starts using a new AI tool?

A named person.Whoever wants to use it.We have not decided.Not sure.

Are the AI accounts people use for work paid by the company, or free and personal?

People do not use AI accounts for work.Mostly paid by the company.A mix.Mostly free or personal accounts.Not sure.

Are AI features turned on inside software you already pay for, such as email, meetings, or the books?

We looked. None are on.We looked, and we know which ones are on.Some are on, and they are not written down.We have not looked.Not sure.

Have people been shown what not to paste into an AI tool?

Yes. There is a record of who was shown.It was mentioned. There is no record.No.Not sure.

Can you name the AI tools people use for work?

Yes. The names are written down.We could name some of them.No.Not sure.

Documentation support only — not legal advice, not a compliance certification.

This helps an agency prepare a dated packet from what the agency writes down. It is not legal advice and not a certification. An insurer has not signed off on a register made here.

Terms · Data handling · Refunds · Contact. The terms are still a draft. Do not pay from this site until a lawyer has adopted them.