Human-controlled AI agent MTD readiness scorecard
See which of five fit tiers your client-record chasing lands in — from not currently suitable to strong rollout candidate — and exactly why.
Built for UK accountancy and bookkeeping practices preparing for heavier MTD record-chasing.
No sensitive access needed19 questions in four stepsFull result shown before any email is asked forBuilt for accountancy practices
Find the weak points before MTD makes them louder.
Most practices already have the ingredients for better client-record chasing: inboxes, folders, templates, trackers, and staff judgement. The problem is that the workflow is often manual, scattered, and hard to measure. This scorecard helps you see where the drag is.
- How much staff time is being lost to chasing?
- Do the volume, hours and loaded cost actually justify a paid setup?
- Are replies and attachments easy to track?
- Is the workflow clean enough for safe delegation?
- What should stay human-led?
Your result will show
Your fit tier
One of five clear tiers, from not currently suitable through to strong rollout candidate.
The reasons behind it
The positive factors, risks and blockers your answers produced, each in plain words.
Suggested next step
A foundations checklist, discovery and measurement, or a fit call — never a paid service by default.
What a fit call would confirm
The points a self-assessment cannot see, listed honestly.
This scorecard is a practical self-assessment, not tax, accounting, legal, or regulated advice. Results are indicative and based on the answers provided.
The scorecard
Answer the workflow questions below. Nothing here asks for client records or system access.
- Practice and workload
- Workflow structure
- Safety and ownership
- Timing, value and budget
Step 1 of 4 0 of 19 answered
A few questions still need an answer.
These are owner-approved screening rules and modelling assumptions, not evidence of typical workload, savings, customer outcomes or delivery capacity.
- 0 blockers
- 0 working in your favour
- 0 risks to resolve
- 0 to confirm on a call
Where the drag shows up most: —
Assessed against fit criteria v1.1, effective 2026-07-12. The same rules drive our public fit list and how we qualify enquiries.
Not a fit yet
Your result: Not currently suitable
On these answers, a paid setup would not be a good use of your money today — and it would be wrong of us to suggest otherwise. The reasons below explain exactly what drove this.
What would change the answer
- Chasing volume or weekly in-scope hours growing past the levels shown in your result.
- The chase workflow moving onto email, with a shared or controllable mailbox.
- A tracker, agreed filing rules and a named approval owner being put in place.
- MTD quarterly cycles pushing more of the work into scope.
Suggested next step: Quiet Quarter is not the right spend for this workflow today, and we would rather say so than sell to it. If the volume, hours or workflow change, run the scorecard again — and you can email yourself this result to keep for that day.
Foundations first
Your result: Workflow foundations required
The chasing pain looks real, but safe delegation depends on foundations your answers say are missing. Most of them cost time rather than money to fix.
What to tighten first
- Agree one tracker as the single chase list.
- Route replies through a shared or controllable mailbox.
- Agree filing rules for replies and attachments.
- Name who approves drafts and takes exceptions.
Suggested next step: Tighten the foundations before anyone sells you automation: one agreed tracker, a shared mailbox route, agreed filing rules and a named approval owner — in that order. Email yourself the result to keep the list; a chase-loop assessment can help you sequence it.
Discovery first
Your result: Discovery and measurement required
There is a real case here, but it is not yet proven — and we do not sell a service on unproven numbers. Discovery and measurement settle it properly.
What to measure in discovery
- Your in-scope hours, measured honestly rather than guessed.
- How one chase cycle actually runs, end to end.
- What could be delegated safely, what needs cleanup, and what should stay human-led.
- A written plan you keep, whether or not you buy anything further.
Suggested next step: Measure the real hours and map one chase cycle during assessment or discovery before considering a paid service. You keep the written findings whether or not Quiet Quarter is a fit.
Controlled proof
Your result: Suitable for a controlled proof
Your workload, workflow structure and economics support assessing a controlled Quiet Quarter start: the first workflow, using the signed inbox routes, tracker sources and document locations, with human approval at launch — proved before anything wider.
What a controlled proof looks like
- One client-record chasing workflow is installed and monitored first.
- Drafts start in human approval mode.
- Filing, tracker updates and exceptions run to agreed rules.
- A weekly summary shows progress and blockers.
Suggested next step: Book an AI workflow assessment to scope a controlled first workflow around the proposal-specific inbox routes, tracker sources and document locations, with human approval at launch, before anything wider.
Rollout candidate
Your result: Strong rollout candidate
On these answers, your volume, workload, economics and workflow structure support a Quiet Quarter fit call. What remains is confirmation of the real workflow, access and boundaries.
Quiet Quarter: Workflow one launches first in human approval mode. Each additional workflow included in the signed scope launches only after the preceding workflow passes its stability review; dates are proposal-specific.
What typically matters next
- Confirming the workload and loaded cost against real numbers.
- Agreeing which chase workflows go first and what stays human-led.
- Mapping approval rules, templates and exception routing.
- Planning the rollout so the first workflow proves the pattern.
Suggested next step: Book an AI workflow assessment. If the workflow holds up in the assessment, a controlled first workflow can start promptly, with the wider rollout planned from day one.
Why this result
What ruled this out for now
Working in your favour
Risks to resolve
What a fit call would confirm
This scorecard is a practical self-assessment, not tax, accounting, legal, or regulated advice. Results are indicative and based on the answers provided.
Email this result
Optional. Your complete result stays visible above whether or not you send it.
Prefer to just talk it through?
Book an AI workflow assessment. We will tell you whether Quiet Quarter is a good fit, what can be automated safely, and what should stay human-led.