Dashboard

Overview of your customer AI adoption portfolio

Total Customers

14

Across 6 industries

Avg Tailow Score

62

Out of 100

AI Tools Deployed

26

Across all customers

Needs Attention

3

3 low-score customers

Client Score Distribution

5 On Track≥70
6 Developing45–69
3 At Risk<45
90–100
0 clients
70–89
5 clients
45–69
6 clients
0–44
3 clients

AI Adoption by Industry

Average adoption rate across deployed tools

⚖️Law(2)
Avg score:6765%
📊Accounting(3)
Avg score:5764%
🏗️Engineering(2)
Avg score:6063%
🏥Healthcare(3)
Avg score:7070%
🏠Real Estate(2)
Avg score:5457%
💼Financial Services(2)
Avg score:6659%

Alerts & Recommendations

3 new

Meridian Accounting Group

Intuit Assist adoption below 25% after 60 days

Riverstone Civil Engineering

Autodesk AI deployment stalled — no logins in 14 days

Apex Structural Engineers

Tailow Score improved +12 pts this quarter

Portfolio by Industry

⚖️Law
2 clients67 avg
📊Accounting
3 clients57 avg
🏗️Engineering
2 clients60 avg
🏥Healthcare
3 clients70 avg
🏠Real Estate
2 clients54 avg
💼Financial Services
2 clients66 avg

All Customers

+ Add customer
CustomerIndustryEmployeesAI ToolsTailow Score
⚖️

Harrington & Associates Law

Chicago, IL

Law222 deployed/ 4 total72View →
📊

Meridian Accounting Group

Austin, TX

Accounting141 deployed/ 3 total49View →
🏗️

Apex Structural Engineers

Denver, CO

Engineering383 deployed/ 4 total88View →
🏥

Lakewood Family Medicine

Seattle, WA

Healthcare191 deployed/ 4 total64View →
⚖️

Thornton & Webb LLP

New York, NY

Law472 deployed/ 4 total61View →
📊

BluePeak CPA Partners

Nashville, TN

Accounting93 deployed/ 4 total83View →
🏗️

Riverstone Civil Engineering

Phoenix, AZ

Engineering261 deployed/ 2 total31View →
🏥

Summit Orthopedic Clinic

Boston, MA

Healthcare343 deployed/ 5 total76View →
📊

Clearwater Tax Advisors

Miami, FL

Accounting61 deployed/ 3 total38View →
🏥

Cascade Pediatric Associates

Portland, OR

Healthcare282 deployed/ 4 total69View →
🏠

Crestview Realty Group

Orlando, FL

Real Estate182 deployed/ 4 total67View →
🏠

Harborview Commercial Real Estate

San Diego, CA

Real Estate111 deployed/ 4 total41View →
💼

Harbor Wealth Advisors

Minneapolis, MN

Financial Services142 deployed/ 4 total58View →
💼

Sterling Capital Management

Scottsdale, AZ

Financial Services82 deployed/ 4 total74View →

This demo uses illustrative customer data. In your live portal, this reflects your actual client portfolio.