Solutions
One engagement. Four outcomes.
Claude, implemented and managed for your firm. It starts with a two-week fixed-fee assessment you keep either way. Our deepest practice is accounting firms; every profession below is on the same assessment.
Claude implementation
Claude on your devices, governed by your standards.
We deploy Anthropic's Claude desktop and mobile apps on your firm's own hardware — not a portal we host, not a wrapper we built. Each role gets a written profile: permissions scoped to what that role may touch, connectors allowlisted per engagement type, audit wired to a store you control, staff trained on it.
- —Your credentials never leave your building
- —Seats billed by Anthropic at published prices — no markup
- —A written, versioned profile per role
Agent governance
Every agent scored against the rules that bind you.
Deployment day is where drift starts. Each agent is continuously scored against the profile it was deployed under — did it stay inside policy, was its output reviewed, was drift caught inside the window we committed to. The rubric is published and versioned; when the standards move, the score moves.
- —Continuous Agent Skoor per agent
- —Drift caught inside a committed window, then escalated
- —Rubric changes backported to your profiles
Audit readiness
A trail a reviewer can walk.
Peer review, a state board inquiry, a client's security questionnaire, an IRS visit — the question is the same: show me what the AI touched and who approved it. The answer is a dated Skoor, the rubric version it was scored under, and the evidence behind it, retained in a store your firm controls.
- —Every action logged, attributable, and retained
- —A dated Skoor you can hand to a client or reviewer
- —Scored controls, clearly separated from legal conclusions
Shadow AI discovery
Find what your staff are already doing.
The assessment starts by finding where AI is already in use at your firm — which tools, touching which client information, under which (usually absent) policy. Not to assign blame: to replace the ungoverned path with a governed one before the exposure becomes an incident.
- —A map of current AI use, tool by tool
- —Each finding tied to the standard it falls under
- —A remediation plan priced before you commit
Who it is for
Firms that handle other people's money and information.
The flagship practice. Rubric v1.0 tracks IRC §7216, IRS Pub 4557, GLBA Safeguards, Circular 230, AICPA ET 1.700, and SQMS.
See the page →Financial servicesTeams where speed, accuracy, and control matter — governed AI your examiners can inspect.
See the page →Private equityDiligence to portfolio operations, implemented, not piloted.
See the page →By profession
The same assessment, for the professions that share the problem.
Staff already using AI on confidential information, a duty that already binds the work, and a reviewer, regulator, or client who will ask. Each page names what already applies and what a deployment looks like.
Trades and salons
A different product: your phone answered.
An AI voice receptionist that knows your services and hours, books real appointments, and captures a call-back when it cannot help. One flat price per location, hear your own line before you pay.
The voice receptionist line →By size
Built for where you are.
Claude connected to your tools on day one.
StartupsIn the workflow from day one, implemented right the first time.
Mid-marketEvery desk governed, scored, and managed as you grow.
EnterpriseBespoke applied-AI transformations, warranted in production.
Want to see what is scored before you call? The free rubric guide → · Fill in a starter skoorboard yourself →
All four start in the same place.
A fixed-fee, two-week assessment — quoted on the size of your firm, credited against implementation, and yours to keep either way.