In about two weeks, we learn how your grants, case notes, and donor work actually get done. You get a written AI usage policy your board can adopt, an approved tool list, and a roadmap that starts where staff time goes first.
We sit with program, development, and finance staff to see how grants, reports, case notes, and donor letters get produced today, and where the hours go.
We list every AI tool in use, paid or free, and review each vendor’s data terms, training settings, and nonprofit plan options.
We map where case notes, intake forms, and donor records live, which programs carry HIPAA or 42 CFR Part 2 duties, and what your contracts require.
A plain-language AI usage policy, an approved tool list, and a prioritized roadmap, written so your board can adopt them and staff can follow them.
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.
Usually the executive director, a program lead, someone from development, and whoever handles IT, even if that is a volunteer or an outside provider. Interviews are short so programs keep running.
Yes. We review what each system stores, who can access it, and whether its AI features or add-ons send data to outside vendors. We don’t need to copy any records to do it.
That is common. We list the data terms in each grant agreement and government contract you share with us, then write the policy around the strictest one so staff follow one set of rules.
You keep the policy, tool list, and roadmap whether or not you work with us again. The usual next steps are staff training, a build from the roadmap, or ongoing support.