You catch the client memo before it leaves your law firm.
It is 11 p.m. Your associate pastes the memo into a public chatbot, and you hear about it from the client the next morning — unless a Fractional AI Officer is already on the file. Bookkeepers and tax preparers hit the same wall when a download or a notice leaves the office. Insurance agencies hit it when an underwriter asks which AI tool touched the claim. Start with the AI Liability Assessment.
Book My AI Consultation
Send your name and email.
It's month-end. A staff accountant just pasted the trial balance into a public chatbot.
You see that exposure in the AI Liability Assessment at $1,000. If you continue within 90 days, the fee is credited in full toward a retainer. Cancel anytime. No notice period. Final scope and price are set in your engagement agreement.
79% of Canadian office workers use AI at work, but only 1 in 4 rely on enterprise-grade AI tools (IBM, 2025).
$1,000
The fee is credited in full toward a retainer if you continue within 90 days.
30-day money-back guarantee. If you are not happy, tell us within 30 days of your first invoice and first payment and we refund your entire first invoice. The 30 days are calendar days; the clock ends at the end of day (Eastern Time) on day 30.
What the assessment covers
- Shadow AI use
- Client data leaking into public tools
- Your AI acceptable-use policy
- Microsoft 365 Copilot settings
- PIPEDA gaps
- Staff AI training
- Vendor AI terms
- Cyber insurance readiness
$10,000–25,000/mo
Fractional AI Officer for your firm. Cancel anytime. No notice period.
Shadow AI with no written policy can affect your cyber insurance. Law-society guidance tells lawyers not to put privileged client information into public generative AI.
Accounting practices. Staff paste client financials into a public tool to clean the labels. The personal information stayed in that tool. A generic line about using technology is not explicit consent, and that gap is a PIPEDA problem.
Law firms. After a leak, the cyber insurer denies the claim because there is no written AI policy for how your people use public AI tools.
Financial advisors. Copilot surfaces a salary sheet or a client record to someone who should not see it. The question is why the firm let that run without a written policy.
The same risks apply to wealth managers, mortgage brokers, consultants, architecture and engineering firms, HR consultancies, and property managers. The AI Liability Assessment is the $1,000 first step.
After the assessment, we pick the first fix together: the one that stops the biggest leak.
You do not need another slide deck. Start with the $1,000 AI Liability Assessment, then the Fractional AI Officer retainer at $10,000–25,000/mo. Add an AI Support Agent when routine questions should be answered from material you approve.
You see the work before the next invoice lands.
- 30-day money-back guarantee. If you are not happy, tell us within 30 days of your first invoice and first payment and we refund your entire first invoice. The 30 days are calendar days; the clock ends at the end of day (Eastern Time) on day 30.
- For architecture, engineering and HR firms, we scope the work after the assessment, inside the retainer.
- Cancel anytime. No notice period.
- Every engagement on this page is scoped to your firm. Final scope and price are set in your engagement agreement.
Common questions
What happens after I send my name and email?
We email you to set up a call.
Is the $1,000 credited?
$1,000, credited in full toward a retainer if you continue within 90 days.
Can I cancel the retainer?
Cancel anytime. No notice period.