Four Deliverables, All Yours To Keep
We sit with your team and watch how work actually gets done, then map every tool in use and exactly where AI fits, and where it doesn’t.
What your team is already putting into AI tools, where that data goes, and what needs to stop. We read the vendor terms your team clicked past: whether inputs train the model, what retention really is, and whether a BAA or DPA is available if you need one.
A plain-language policy your team will actually follow, plus a named list of approved tools with the account type and settings that make each one safe. Ready to hand to employees on day one.
What to set up first, what it costs, and what it saves, ranked by impact and tied to the metrics we agreed on at kickoff.
Governance Built In, Not Bolted On
Somewhere in your business, a good employee is deciding on their own whether a client name can go into a chatbot. Governance is how you stop asking people to guess. Every assessment includes a written usage policy, an approved tool list, and vendor terms actually read. A few usable pages built to hold up to California and federal AI rules, not a framework nobody opens. On-Going Support keeps it current as the tools and the rules change.
Healthcare practices under HIPAA, law firms under state bar guidance and ABA Formal Opinion 512, advisors with recordkeeping duties, and public agencies under the California Public Records Act. Each gets the general policy plus its own specific lines drawn.
Enterprise clients and insurers increasingly ask whether you have an AI policy. A written, current, actually-followed policy turns that from a scramble into an attachment.
A policy nobody was trained on is decoration. We brief your team live, answer the real questions, and give you a sign-off record and an onboarding version for new hires.
Kickoff To Roadmap, Start To Finish
A 30-minute kickoff over video or in person. We learn how your business runs, agree on the metrics that matter, and fix the price in a written proposal before any work starts.
We interview your staff, audit the tools in use, and map where your data flows today. Nothing changes yet. We listen, document, and capture the baselines.
We hand over your AI usage policy and approved tool list, walk leadership through the prioritized roadmap, and scope any training or custom work the roadmap calls for.
Starting At $2,500, Fixed
One fixed price, scoped to your headcount at the kickoff and confirmed in a written proposal before work starts. No hourly billing, no hidden fees. AI policy and governance are included, and everything we hand over is yours whether or not you continue onto On-Going Support.