The PCI AI Practice Diagnostic
AI Should Give You More Time to Be Human
Discover where AI can create the greatest leverage in your professional practice — and where your greatest opportunities may still be hiding.
At the Professional Collaboration Institute, we believe artificial intelligence represents an extraordinary opportunity for professional-service practitioners. Used properly, AI can reduce administrative work, accelerate research, improve preparation, strengthen follow-up, organize knowledge, personalize communications, identify opportunities, and make many routine business processes dramatically more efficient.
But the ultimate goal isn't simply to do more with AI. It is to use AI to create more capacity for the things that remain distinctly human: spending meaningful time with clients, developing trust, building relationships, collaborating with other professionals, exercising judgment, and creating the deep professional connections that move businesses and lives forward.
The Real Problem
The Problem Isn't Access to AI. It's Knowing Where to Use It.
Many professionals are already experimenting with AI. They may use one tool for meeting notes, another for writing, another for research, and perhaps several more for marketing or administrative work. But adopting individual tools is not the same thing as having an AI-enabled practice.
You may be highly advanced in marketing but barely using AI in client service. You may have automated meeting notes while overlooking major opportunities in business development. You may be using sophisticated tools for technical work while your internal operations remain unnecessarily manual.
When there is no clear structure for comparing today's practice with the practice you could create, gaps are easy to miss.
If you do the right thing in the wrong order, it is still the wrong thing.
— Sarano Kelley
What It Measures
Find the Gaps Before Choosing the Tools
The AI Practice Diagnostic evaluates AI utilization across seven critical dimensions of a professional practice. The objective isn't to determine how many AI products you own. It is to determine where AI is — and is not — creating meaningful leverage throughout your practice.
Team & Relationships
Marketing
Structure & Operations
Professional and Technical Work
Client Service
Business Development & Client Acquisition
AssessIdentify the GapPrioritizeImproveMeasureAdvance
Two Versions
Take the Diagnostic and See Where You Stand
The assessment takes approximately 10 to 15 minutes. When you finish, you will receive your scores immediately and see your strongest and weakest areas.
Financial Advisor AI Diagnostic
Designed specifically for financial advisors, reflecting the unique realities of a financial advisory practice.
Professional Services AI Diagnostic
For attorneys, accountants, tax professionals, estate planners, insurance professionals, M&A professionals, business brokers and other professional-service practitioners.
About 10 to 15 minutes Your scores are immediate
After the Diagnostic
Speak With a PCI AI Specialist
You receive your summary on screen and by email: your overall score, all seven areas, and your largest gap. The question-by-question detail is not published back to you.
Your report is forwarded to the Institute, and a PCI AI specialist will contact you to schedule a one-on-one conversation to interpret your results and identify practical ways to strengthen AI utilization where the opportunity appears greatest.
Use AI to make the practice more capable. Use the capacity it creates to become more human.