Which control layer is least ready?
A short firm-level profile across Foundation, Frame, Systems, Inspection, Occupancy, and Upkeep. It gives the next conversation a specific place to begin.
Run the Diagnostic →Twelve questions across the six layers that make AI explainable, operable, and defensible in client work. In about six minutes, get your readiness profile, the layer or evidence gap to examine first, and what to gather next.
Free · about six minutes · a structured readiness profile, not a compliance opinion
When a queue, exception or approval has no clear owner, does it become your job? Use a free, 20-minute Close Teardown with Owen to trace one handoff and discuss what is worth changing.
A short firm-level profile across Foundation, Frame, Systems, Inspection, Occupancy, and Upkeep. It gives the next conversation a specific place to begin.
Run the Diagnostic →A private workpaper for the tools, client-data exposure, agreements, and spend already inside the firm. Tool names and individual answers stay in your browser.
Build the Register →This looks at whether the firm can explain, operate, and show the controls around AI touching client work. It does not ask whether the team feels ready.
Does the close depend on you catching the exceptions? Trace one handoff with Owen in 20 minutes. Book a free Close Teardown. No need to finish the Diagnostic first.
Answer for the firm as it runs today. Choose what matches something you could point to or produce now—not the policy you intend to write.
Answer all 12 questions to generate the profile.
See what to examine first and what evidence to gather. No email or booking required.
Send a result summary if you want Owen to have a starting point for a conversation. Your individual answers stay in this browser. Sharing does not book a Close Teardown.
This profile reflects the answers provided today. It is a prompt for a control conversation—not a compliance opinion, risk rating, legal or accounting advice, or an assurance engagement.