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The Challenge
Your team is already experimenting with AI—but who’s verifying the output? Drafting thought leadership with fabricated citations, publishing stats without source validation, or pasting client information into public tools can expose you to real consequences.
Without clear guardrails and a second layer of review, you’re one misstep away from a confidentiality breach or reputational damage that could cost you both clients and credibility.
The Solution
Our comprehensive AI governance and verification solutions help protect your firm without constraining innovation. We set up repeatable processes that mitigate risks: intake rules for what can go into AI tools, tiered review protocols for high-risk outputs, clear lines of accountability, and firm-specific playbooks for applicable use cases. That way, you can embrace AI with confidence, without exposing the firm.
AI Usage Policy & Guidelines
What's Included
Acceptable use policies, ethics guidelines, approved tool list with security ratings, and practical do/don't scenarios
Protection Provided
Prevents operational and ethical mistakes, enables confident AI adoption, ensures compliance, and reduces liability risk
Verification Expert Role Development
What's Included
Job description and training for AI verification lead, spot-check protocols for AI-assisted work, escalation procedures for high-risk items
Protection Provided
Human accountability ensuring AI work is safe, accurate, and client-ready
5-Point Verification System
What's Included
A structured process we design for your firm: fact checking, source validation, privacy protection, tone/bias review, and permission confirmation.
Protection Provided
A repeatable workflow your professionals can follow, ensuring systematic quality control and reducing risk before client or prospect delivery.
Risk-Based Review Gates
What's Included
Mandatory verification for high-stakes deliverables, tiered review based on business impact, streamlined checks for routine work
Protection Provided
Right level of oversight without slowing everything down
Audit & Documentation Trail
What's Included
Clear audit trail standards that document who verified what and when, adaptable to your technology stack
Protection Provided
Clean record showing what was checked if clients or courts ask
Team Training Program
What's Included
Role-specific verification training, 45-minute practical sessions, "show me the source" culture building
Protection Provided
Everyone knows their part in maintaining quality and safety
Comprehensive Approach
Institutionalize responsible AI practices with systems that bring together people, policy, and process
Industry-Specific Solutions
Tailored to professional services' unique obligations and workflows
60-Day Implementation
Practical rollout plan that gets results fast
Rigorous Testing
Drawing from industry best practices and validated frameworks
Living System
Evolves with technology, regulations, and your firm's needs