A focused review of how the firm uses AI today, where that exposes client work, and whether documents and permissions are ready to support an internal AI assistant.
AI Governance and Workflow Readiness Review helps Professional services firms, Microsoft 365 or Google Workspace teams, and Owners evaluating Copilot, Gemini, or an internal AI assistant start with a clear service path.
A focused review of how the firm uses AI today, where that exposes client work, and whether documents and permissions are ready to support an internal AI assistant.
Good reasons to start here include Staff are using AI tools without a shared policy; Copilot, Gemini, or an internal AI assistant is being considered; Important knowledge is spread across drives, chat, and inboxes, and an assistant would need clean sources; Client work is being fed into public AI tools without a clear policy; Owners need a starting use case that does not create avoidable risk.
You receive AI usage and exposure, Safe use-case shortlist, Knowledge source readiness, Governance baseline.
The first call confirms the current setup, required access, timing, and the right delivery path.