The Trueline AI exposure score
in 15 minutes
You run a law firm, an accounting practice, or a financial advisory firm. Answer 15 yes-or-no questions about how your firm uses AI: public tools, a written policy, client data, Copilot settings, training, vendors and cyber insurance. You see your score when you finish. It takes 15 minutes.
79% of Canadian office workers use AI at work, but only 1 in 4 rely on enterprise-grade AI tools (IBM, 2025).
How Does Your Data Security Stack Up?
Answer 15 questions. Get your score.
This diagnostic covers the most critical AI exposure risks: shadow AI usage, client data leakage, AI acceptable use policy, M365 Copilot configuration, PIPEDA compliance, employee AI training, vendor risk, and cyber insurance readiness. Each question is scored. Your total score tells you exactly where your business stands.
Privacy law requires safeguards that fit the data (Office of the Privacy Commissioner of Canada), and the Cyber Centre recommends specific controls (Canadian Centre for Cyber Security).
"My team is using ChatGPT with client data and I found out by accident."
Employees paste contracts, financials, and client notes into public AI tools every day. You didn't authorize it. You don't know how much has already left the building.
"My cyber insurer sent a renewal form asking about AI governance. I don't have answers."
Insurers are now asking which AI tools your team uses, what policies are in place, and who is responsible.
"A client asked me directly: what is your AI data handling policy?"
You didn't have a good answer. Neither does most of your competition — yet. The businesses that get ahead of this question will win the clients who ask it.
How the ladder works
Fractional AI Officer is $10,000–25,000/mo. See Fractional AI Officer.
The ladder starts with the AI Liability Assessment at $1,000, credited in full toward a retainer if you continue within 90 days. Then the Fractional AI Officer retainer at $10,000–25,000/mo. Add an AI Support Agent when routine questions should be answered from material you approve. Month to month. Cancel anytime. No notice period. No cancellation fee. Full terms are on /terms.
Getting started
15 questions
Answer each question below. Yes = 1 point. No = 0 points. Then calculate your score.
1. Do you know which public AI tools, such as ChatGPT or Claude, your people use on the firm's network?
2. Do you have a written AI use policy that your people have signed?
3. Is client and firm data kept out of public AI tools, so it is not used to train those models?
4. Have you set Microsoft 365 Copilot, or Google Workspace AI, so people cannot open files they should not see?
5. Have you checked whether client work, or your own know-how, is being pasted into outside AI tools?
6. Do you watch what people type into public AI tools, so a privileged note does not leave the firm?
7. Do your automations run in systems you control, so a vendor outage or lock-in can't stop client work?
8. Can you block unapproved AI browser add-ons from reading what is on screen?
9. Can your managers spot an AI-written draft before it goes to a client?
10. Have your people had training on the risks of using public AI with client files?
11. Do your client agreements say how the firm uses AI with their confidential information?
12. Have you turned off the setting that lets vendors such as Zoom, Slack, or Adobe train their AI on your firm's accounts?
13. Do your vendors agree in writing that they will not use your firm's data to train their AI?
14. If client data leaks through an AI tool, does your incident plan say how you trace it and stop it?
15. Does your cyber insurance cover a breach or a claim that starts with someone at the firm misusing AI?
Every monthly service has a 30-day money-back guarantee. If you are not happy, tell us within 30 days of your first invoice and first payment and we refund your entire first invoice. No questions asked. Full terms on /terms.
Calculate my score
Answer the 15 questions on this page. You see the score when you finish.
We map how your firm uses AI
We put together a tailored plan with flat-rate pricing — no jargon, no surprises.
We handle everything
Onboarding, setup, monitoring — all handled. You get back to running your business.
We work with tools you already use, like Microsoft 365 and Google Workspace.
Common questions
AI exposure score questions
What do I do after I get my AI exposure score?
If your score is 0–5 or 6–10, send your name and email on AI Governance. You can also start the AI Liability Assessment or read how an AI Support Agent answers routine client questions. If your score is 11–15, you're in good shape — the same pages are there when you want the next step.
What does "flat rate" actually mean?
You pay a fixed monthly fee per business — not per user. It doesn't matter if you add two people or ten. Your bill is the same every month. No surprise invoices, no per-seat charges, no break-fix fees.
What if we already have basic AI guardrails in place?
No problem. We do a full assessment during onboarding and work with what you have. If something needs to change, we'll tell you plainly and give you options.
How fast do you reply?
We respond fast, and urgent issues come first. You'll always hear back from a real person.
Is there a contract?
Cancel anytime. No contracts, no cancellation fees.
Get in touch
Send your name and email.
Get your personalized AI exposure and automation readiness roadmap.
Your score comes from your answers to the 15 questions above. Send your name and email when you want a person to look at it with you.
Many businesses we speak with have no written AI policy. Read what that looks like.
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