In three to four weeks, we assess your organization across ten areas of AI readiness, find the AI already in use, surface the security and governance gaps, and hand leadership a clear picture of what to do in the next 90 days.
Leadership often believes the data is in better shape than it is, and that nobody is using AI yet. In practice, staff have been using consumer tools for months, and the data a promising initiative depends on is spread across systems that don't talk to each other.
Starting a pilot without knowing this is how budgets disappear. An assessment costs a fraction of a failed project and tells you which problems to fix first.
It also gives you a baseline, so a year from now you can show the partners, the board, or your investors how far you've come.
Each area receives a readiness score from interviews, a short survey, and a review of your systems, policies, and data.
Most people give us an hour at most. Select a stage to see what happens.
We meet with your sponsor to confirm goals, scope, and the people and systems in view. We sign a confidentiality agreement, and a business associate agreement where patient data is involved.
We interview leaders and practitioners, run a short organization-wide survey, and review systems, policies, and security settings. This is where most shadow AI turns up.
We score each area against the evidence, identify the highest-value opportunities, and rank the risks by severity and urgency.
We present findings to leadership in plain language, answer questions, and agree on the next 90 days. You keep every document.
Written for leadership, with enough detail for the people who will fix things.
A score for each of the ten areas, with the evidence behind it and a baseline to measure progress against.
Every AI tool and feature in use across the organization, approved or not, and what data it touches.
Gaps ranked by severity, with a clear fix for each.
The highest-value places to apply AI, including quick wins you can start now.
What to do first, who owns it, and what it will take.
Governance findings mapped to the ABA Model Rules and Formal Opinion 512, plus client consent and outside counsel guidelines.
See the law firms pageClient confidentiality, tax return information rules, and audit independence considered alongside every opportunity.
See the accounting firms pageAn entity and data map, plus the principals' personal digital exposure and wire fraud defenses.
See the family offices pageRun on one company or across the portfolio, with findings framed for diligence, value creation, and exit.
See the private equity pageAn AI-inclusive HIPAA security risk review, business associate agreement check, and PHI data flow map.
See the healthcare pageMany clients go straight from the readout into one of these. Some take the plan and run with it themselves.
Know where you stand and what to fix first.
You are hereA single department, practice group, or site. The right choice when you want to test the waters or have a specific use case in mind.
Discuss a focused assessmentAll ten areas across the organization, with the full report, scorecard, and 90-day plan. Our most common engagement.
Request an assessmentFor PE sponsors and multi-entity owners: a consistent assessment across companies, with a portfolio-level comparison.
Discuss a portfolio assessmentHave a question that isn't here? Call us at 347 674-1471.
Tell us about your organization and we'll recommend the right scope, from a single team to the whole firm or portfolio.