Your agency already uses AI. Strategists, writers, designers, and media buyers each picked their own tools. In about two weeks on site, we map what is in use, check it against your client contracts, and hand you a written policy, an approved tool list, and a roadmap.
We sit with strategy, creative, media, and account teams to see where AI already helps and where briefs, drafts, and reports stall.
We read your MSA template and key client terms for AI clauses, and trace where client files, assets, and platform logins go.
Each writing, image, video, and research tool is checked for training on inputs, data retention, and commercial use terms for outputs.
A written AI usage policy, an approved tool list by role, a plain statement for clients on how you use AI, and a prioritized roadmap.
Every assessment is scoped to your headcount, locations, and tools. Tell us how your business runs and we’ll send a scope and a quote.
A home care agency ran its schedule on a decades-old HIPAA-compliant platform with no API. We audited the office's workflows, budget, and compliance needs, then built two Claude Cowork automations: open-shift scheduling (5 minutes to 39 seconds per household) and HR email drafting (40% less time).
AI audits for small businesses run from about $1,500 to $25,000 in 2026. Here is what drives the price, what you should get for it, and how to avoid overpaying.
A practical guide to writing an AI usage policy your team will actually follow, with a plain-language starter template covering approved tools, data rules, and disclosure.
Your MSA template, a list of the tools people use, and time with leads from strategy, creative, media, and accounts. We watch real work, like a brief going to first draft, so normal days are better than a slow week.
We review your standard MSA and the contracts for your largest or most restrictive clients, which usually covers the AI terms you will see. We flag clauses for your attorney rather than giving legal advice.
Yes. Freelancers often bring their own AI tools. The policy sets what they may use on client work, and we add a short checklist for onboarding them.
No. The policy sets an agency default, then a short list for accounts with stricter terms, such as no AI imagery or approval before AI drafts. Account leads see each client’s rules in one place.