AI Risk & Opportunity Audit
Know exactly what's happening with AI in your firm. In four weeks.
Price on request
Fixed fee. Four weeks end-to-end.
Process
Four steps. Four weeks.
- 1
Kick-off
Scope, stakeholder map, data-handling ground rules.
- 2
Discovery
Partner interviews, tool usage mapping, workflow review.
- 3
Analysis
Risk and opportunity scoring, governance gap analysis.
- 4
Delivery
Written report and two-hour leadership presentation.
Deliverables
What you walk away with.
01
Complete picture of AI use
Every tool, every team, every workflow.
02
Clear view of risks
Data, confidentiality, regulatory exposure.
03
Prioritised opportunity map
Where AI creates measurable value first.
04
Governance framework
Ready to put in front of partners and act on.
Honest answers
What people usually ask.
What about confidentiality?
Everything is covered by NDA. Interviews are anonymised in the report. No client data leaves your systems.
Will it eat partner time?
Each interview is 45 minutes. We work around diaries. Most partners say it's the most useful conversation they've had on AI.
We're not ready for AI yet.
Then this is exactly the right starting point. The audit tells you where you actually are, not where vendors say you should be.