For law firms, accountants, financial advisors, insurance agencies, bookkeepers and tax practices.
An associate pastes a memo into ChatGPT. A bookkeeper drops a client's statements into a public tool. You didn't approve it, and you can't get that file back. You get private workflows on a flat month, plus a written AI policy and a shadow AI check. For law firms, accountants, financial advisors, insurance agencies, bookkeepers, tax practices, wealth managers, consulting firms, architecture firms, engineering firms, marketing agencies, property managers, IT providers, HR consultants and medical clinics.
Get My Free AI Risk Assessment
Send your name and email. You get a straight look at your AI exposure and what it takes to fix it. Nothing gets installed.
Send your name and email. Your current setup gets a look. Nothing is installed. No commitment.
You get the leaks, the gaps and the liability in plain English. Free.
Your workflows move into an environment you control. Your team keeps the speed. Your client files stay put.
Use the margin leakage calculator with your own headcount and salary.
Contracts, financials and client notes go into public AI tools every day. You didn't authorize it. You don't know how much has already left the building.
The renewal form asks which AI tools your team uses and what policy you have. Firms that can't answer face higher premiums, or a denied claim.
You didn't have a written answer. The firms that can hand one over keep the clients who ask.
Your AI-safe operational foundation
+$3,000 setup
AI governance plus workflow automation
+$5,000 setup
Fractional AI Officer is $10,000–25,000/mo. See Fractional AI Officer.
Setup fees: $3,000 Foundation / $5,000 Growth — see /ai-consulting-pricing and /terms.
What you pay: You don't pay a $5,000 "discovery sprint" just to hear what's wrong, and you don't get surprise hourly bills. The flat monthly fee is the bill.
Send your name and email for a free 30-minute review. You get a read on your AI exposure and a timeline.
Get My Free AI Risk AssessmentMore for your law firm, your accounting practice, or your advisory firm.