Understand where AI is being used, where risk is accumulating, and which governance actions should be prioritized over the next 90 days.
Designed for consultants, accounting firms, advisory firms, agencies and professional services organizations already using AI but lacking documented governance.
AI is now embedded in daily professional work — drafting, research, summarization, analysis, client communication. Adoption is driven by individuals, not by a documented operating frame.
The result is a quiet operational gap: usage exists, but is not inventoried; approval exists, but is not consistent; oversight exists, but is not accountable. Governance has not caught up with practice.
A verified map of which AI tools are in use, by whom, for what kind of work.
An operational reading of current governance posture against typical professional services patterns.
Identification of risk concentrations across client data, deliverables and approval gaps.
Actions sequenced by operational importance, not theoretical completeness.
A concise reading written for partners and leadership — not a compliance document.
A realistic sequence of governance actions for the next operational quarter.
Intake and contextual scoping for the firm.
Structured exchanges with contributors across delivery and operations.
Cross-reading of practice against documented frame and known risk patterns.
Prioritized, operationally framed actions.
Working session with leadership to confirm sequencing and ownership.
The AI Governance Intake is the structured first step — a conversational assessment that produces a meaningful first reading of your firm's AI usage and governance posture.
Step-by-step view of how the engagement unfolds.
The concrete artifacts produced by the audit.
What influences pricing, what's included, what to expect.
Buyer questions about scope, time, and outcomes.
A realistic engagement walked through end-to-end.
Self-assess your current AI governance posture in minutes.