Grades describe a company’s AI use, not the quality of its services.

How grades work

Every business is graded against the same AI-use standard. A grade shows what we can confirm from available sources. When the available information does not support a grade, we show “Not yet rated.”

One standard for every business

All businesses

One grading standard

The same rules apply to every business.

What counts

Has access to industry-standard AI tools

Uses AI in important work

Uses AI across teams or provides staff training

Uses AI in connected systems or automated workflows

Checks AI work for safety and mistakes

Can point to real-world results

The grade ladder

Grades are not based on a curve.

AHas access to industry-standard AI tools and uses AI in important work, plus at least two other signs below
BHas access to industry-standard AI tools or uses AI in important work
CMeets at least two of the other signs below
DMeets one of the other signs below
EReliable information shows little or no meaningful AI use

What the evidence labels mean

Each AI-use description shows who reported it and when we reviewed the supporting information. We distinguish a working use from a trial, a rollout, or access to software.

  • Company-reported: The business describes the activity in its own public materials.
  • Vendor-reported: A software provider describes the business as a customer and reports the activity.
  • Reported in the press: A news or industry publication reports the activity or lists the business's AI software.
  • Reported by a professional body: A professional association describes the activity.
  • Publicly reported: Public information supports the description, without a more specific attribution.

These labels describe the evidence behind a statement. They do not mean the business has claimed its profile or that we have audited its systems. A review date records when we checked the evidence, not when the business first used AI.

Historical use of discontinued software does not establish current AI use. Access to software, a trial, or a planned rollout does not establish regular use in client work. One person's use does not establish use across teams, and adopting software quickly does not establish staff training.

AI in your industry

We look for AI used in the work a business does for its clients and patients. These are examples of the tools and practices we look for.

Legal help

Legal research, contract drafting and review, due diligence, discovery, medical-record analysis, demand letters, and case preparation.

Tools we look for

  • Harvey
  • Legora
  • CoCounsel Legal
  • Lexis+ AI
  • Spellbook
  • Everlaw AI
  • Relativity aiR
  • Luminance
  • BRYTER
  • Eve
  • Supio
  • EvenUp

Tax & accounting

Tax research and preparation, audit testing, bookkeeping, reconciliation, and financial review.

Tools we look for

  • CoCounsel Tax & Audit
  • Blue J
  • Bloomberg Tax AI Assistant
  • CCH AnswerConnect AI
  • TaxGPT
  • Filed
  • Black Ore Tax Autopilot
  • Juno
  • Soraban
  • SurePrep
  • DataSnipper
  • Fieldguide
  • MindBridge
  • Caseware AI
  • Botkeeper
  • Digits
  • Canopy AI

Medicine

Clinical documentation, chart review, medical evidence research, imaging, pathology, and care coordination, with clinical review.

Tools we look for

  • Epic AI, including Art
  • ChatGPT for Healthcare
  • Abridge
  • Microsoft Dragon Copilot
  • Nabla
  • Suki
  • Ambience Healthcare
  • NextGen Ambient Assist
  • Oracle Health Clinical AI Agent
  • OpenEvidence
  • Aidoc
  • Viz.ai
  • RapidAI
  • Annalise.ai
  • PathAI
  • Paige

Financial advisors

Client meeting notes and follow-up, financial and tax planning analysis, estate document review, portfolio proposals, and compliance review, with an advisor checking the work.

Tools we look for

  • Jump
  • Zocks
  • Zeplyn
  • FinMate AI
  • Wealthbox AI Notetaker
  • Vanilla
  • Wealth.com Ester
  • Holistiplan
  • FP Alpha
  • RightCapital Iris
  • Altruist Hazel
  • Orion AI
  • Envestnet AI
  • Salesforce Agentforce for Financial Services
  • Greenboard
  • Hadrius
  • Saifr
  • AI @ Morgan Stanley Debrief

Evidence of real use matters: we look at what a business does with AI, how people review its work, and the results it reports.

What a grade means

A grade measures meaningful AI use across a business. It does not rate the quality of its services or the work of any employee. Businesses can submit updated information or request a correction.