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+# Baker Tilly Go/No Go Checklist - Service Line Comparison
+
+## Overview
+
+This document compares the Go/No Go checklists across all 5 Baker Tilly service lines to inform the application design.
+
+---
+
+## Scoring System (Consistent Across All)
+
+| Color | Points | Decision |
+|-------|--------|----------|
+| 🟢 Green | 10+ Points | GO |
+| 🟡 Yellow | 5-9 Points | Speak to SL or SSL leadership |
+| 🔴 Red | 1-5 Points | NO GO |
+
+---
+
+## Question Format by Service Line
+
+| Service Line | Format | Scoring Mechanism |
+|--------------|--------|-------------------|
+| **Tax** | Open-ended questions | Unclear - no explicit Yes/No |
+| **Legal** | Open-ended questions | Unclear - no explicit Yes/No |
+| **Audit** | Hybrid (Open + Yes/No) | Yes = 1 point, No = 0 points |
+| **Outsourced Solutions** | Yes/No questions | Yes = 1 point, No = 0 points |
+| **Digital Solutions** | Yes/No questions | Yes = 1 point, No = 0 points |
+
+**Design Implication:** The application needs to support both open-ended questions AND Yes/No scoring questions.
+
+---
+
+## Section Comparison Matrix
+
+| Section | Tax | Legal | Audit | Outsourced | Digital |
+|---------|-----|-------|-------|------------|---------|
+| 1. Opportunity Details | ✅ 7Q | ✅ 8Q | ✅ 5Q | ✅ 6Q | ✅ 4Q |
+| Client Background & History | ✅ 3Q | ✅ 3Q | ✅ 4Q (Y/N) | ✅ 2Q (Y/N) | ✅ 2Q (Y/N) |
+| Financial Information | ✅ 2Q | ✅ 2Q | ✅ 2Q (Y/N) | ❌ | ❌ |
+| Regulatory Compliance | ✅ 3Q | ✅ 2Q | ✅ 3Q (Y/N) | ✅ 3Q (Y/N) | ✅ 2Q (Y/N) |
+| Risk Assessment | ✅ 2Q | ✅ 3Q | ✅ 3Q (Y/N) | ✅ 5Q (Y/N) | ✅ 5Q (Y/N) |
+| Resource Allocation | ✅ 4Q | ✅ 5Q | ✅ 2Q (Y/N) | ✅ 2Q (Y/N) | ✅ 2Q (Y/N) |
+| Stakeholder Engagement | ✅ 2Q | ✅ 2Q | ❌ | ❌ | ❌ |
+| Technology & Innovation | ❌ | ❌ | ❌ | ❌ | ✅ 1Q (Y/N) |
+| Reporting Requirements | ❌ | ❌ | ✅ 1Q (Y/N) | ❌ | ❌ |
+| Fee Quote | ❌ | ✅ 1Q | ❌ | ❌ | ❌ |
+| Additional Comments | ✅ | ✅ | ✅ | ✅ | ✅ |
+
+---
+
+## Unique Sections by Service Line
+
+### Tax
+- No unique sections (standard template)
+
+### Legal
+- **Fee Quote** - "Has the client provided sufficient information to enable a fee quote?"
+- Most comprehensive checklist (22+ questions)
+
+### Audit
+- **Reporting Requirements** - Understanding reporting rules and stakeholder expectations
+- **IESBA Independence** - Specific question about BTI member firm independence
+- Previous audit reports consideration
+
+### Outsourced Solutions
+- No unique sections
+- Most streamlined Yes/No format
+
+### Digital Solutions
+- **Technology & Innovation Fit** - Technology expertise and partnership assessment
+- Cross-border data transfer considerations
+
+---
+
+## Common Questions Across All Service Lines
+
+These questions appear (with slight variations) in ALL checklists:
+
+1. **Type of opportunity** - What sort of [service] opportunity is it?
+2. **Locations** - How many locations involved?
+3. **Baker Tilly coverage** - Do we have BTI firms in all locations?
+4. **Client HQ** - Where is the client headquartered?
+5. **Competition** - Who are the competitors?
+6. **Client business/industry** - What is the client's business?
+7. **Regulatory compliance** - Does client comply with regulations?
+8. **Pending legal issues** - Any legal/regulatory issues that could impact?
+9. **Conflict check** - Has a conflict check been completed?
+10. **Resources required** - What resources are needed (personnel, time, budget)?
+
+---
+
+## Question Count Summary
+
+| Service Line | Open Questions | Yes/No Questions | Total |
+|--------------|----------------|------------------|-------|
+| Tax | ~17 | 0 | ~17 |
+| Legal | ~22 | 0 | ~22 |
+| Audit | 5 | ~12 | ~17 |
+| Outsourced Solutions | 6 | 12 | 18 |
+| Digital Solutions | 4 | 12 | 16 |
+
+---
+
+## Design Recommendations for Application
+
+### 1. Question Types to Support
+- **Open text** - For opportunity details and explanatory fields
+- **Yes/No/Not Applicable** - For scored questions
+- **Conditional details** - "[if yes/no insert details]" fields
+
+### 2. Scoring Logic
+- Yes/No questions: Yes = 1 point, No = 0 points
+- Not Applicable: Needs clarification (0 points? excluded from total?)
+- Open questions: May need separate evaluation or no scoring
+
+### 3. Service Line Configuration
+- Each service line needs its own question set
+- Common sections can share base questions
+- Unique sections need service-line-specific implementation
+
+### 4. Threshold Handling
+- Score < 5: Automatic NO GO
+- Score 5-9: Escalation required (flag for SL/SSL leadership)
+- Score 10+: GO (but may still need approval workflow)
+
+### 5. Data Collection
+- Basic info (Client Name, Contact, Lead Firm) - common header
+- Section-by-section question flow
+- Additional comments section at end
+- PDF/report generation capability
+
+---
+
+## Inconsistencies to Address
+
+1. **Section numbering** - Some checklists have duplicate section numbers (two "Section 1"s)
+2. **Question phrasing** - Some questions are phrased positively, others negatively
+3. **Scoring for Tax/Legal** - No clear Yes/No mechanism; needs clarification from stakeholders
+4. **"Not Applicable" handling** - Not defined in scoring methodology
+
+---
+
+## Next Steps
+
+1. Clarify scoring mechanism for Tax and Legal service lines
+2. Define "Not Applicable" scoring treatment
+3. Confirm if all questions are mandatory
+4. Determine if negative questions (e.g., "There are NO key risks...") should reverse score
+5. Design conditional logic for detail fields
+6. Plan AI validation approach for open text responses