Governance Build · $10,000 to $25,000

The roadmap, installed. Controls that run on a Tuesday afternoon.

We take the Audit roadmap and make it real inside your firm: policies, human review workflows, training, logging, vendor diligence, and the evidence file that proves it all happened.

Investment$10,000 to $25,000 depending on scopeTimelineSix to ten weeksBest fitFirms that finished the Audit and want it done, not just diagnosed
Book the 20-minute callGet your Defend Score first

What gets built

  • Policies people follow. A short AI use policy, an acceptable tools list, and role-specific rules, written for humans and signed off by the people who have to live with them.
  • Human review workflows. Checkpoints wherever AI output carries your name, with a record of who reviewed what.
  • Training that sticks. A 45-minute session for the whole team and a 90-minute session for the people who touch client data, recorded for onboarding.
  • Logging and evidence. The audit trail: which tools, which uses, which approvals. When someone asks, you produce it in minutes.
  • Vendor diligence. Each AI vendor reviewed and documented; the ones that fail get fenced or replaced.
  • The evidence file. One organized record of everything above, ready for an insurer, a regulator, or a client's security questionnaire.

Scope tiers

Core · from $10,000

One office, one practice area

Policy set, review workflow for the highest-risk use, one training, evidence file.

Standard · from $16,000

Multi-practice or multi-location

Everything in Core, plus workflows for every AI use in the register, vendor diligence, two trainings.

Full · up to $25,000

Regulated and examined

Everything in Standard, plus logging integration, insurer and client questionnaire support, and a mock examination.

Questions people ask before they say yes

Can we do the Build without the Audit?

Rarely. The Build installs the roadmap the Audit produces. If you have a comparable assessment from another firm we will review it and tell you whether it is enough to build from.

Who does the work inside our firm?

We do the building; your team does the deciding. Expect roughly one hour a week from an owner or office manager for sign-offs.

What happens after the ten weeks?

You own everything. Many firms move to the Founding Retainer so the controls stay current as tools and rules change.

Do you replace our software?

Only when a tool cannot be made defensible. We fence before we replace.

Diagnosed is not defended. Build it.

Book the 20-minute call and we will scope the Build against your Audit roadmap.

Book the 20-minute call