The Firm AI Posture Review
Three weeks. A 15–25 page board-quality memo your management committee can read, sign, and act on. Direction findings, orchestration recommendations, a calibration cadence.
We build the meta-governance plane above your AI estate — a continuous practice for professional services firms whose work is too consequential for hype.
We sell no tools. We accept no referral revenue. The plane sits above the vendors — and the practice is what is hired.
Three weeks. A 15–25 page board-quality memo your management committee can read, sign, and act on. Direction findings, orchestration recommendations, a calibration cadence.
Quarterly re-engagement on a fixed cadence. A closed loop on what has drifted, what has been deprecated, what the firm’s appetite has become — and an updated artifact each quarter.
A one-time, board-quality mapping of model-permitted, model-assisted, and model-prohibited zones across the firm’s practice areas — grounded in fiduciary duty, not vendor capability.
A published framework — A3-report posture, citation-grade. Three beats, one cadence, repeated. The discipline of the next attempt is what the firm pays for.
A neutral architect cannot also be a reseller. The plane we build sits above the vendors — and the distinction is the whole product. Every recommendation is auditable back to the firm’s fiduciary duty, not a vendor matrix.
Continue →The practice is the protagonist. Engagements are senior-advisor led; deliverables are signed by the practice. A firm-grade engagement requires firm-grade continuity — designed accordingly, from the first call to the fourth quarter.
Continue →Each beat of the methodology produces a citable document — the Direction Memo, the Orchestration Schematic, the Calibration Note. Typeset for the boardroom. Designed to be cited in a Constellation note, not buried in a SharePoint.
Continue →Three weeks. A 15–25 page board-quality memo. Fixed scope, fixed price. Most firms continue into a calibration retainer — some do not, and that is a respected outcome.