Services — The Firm Behind GRID Control™

Governance-First Advisory for Professional-Service Firms Already Using AI Without Formal Controls

We assess where AI is already shaping work, identify unmanaged exposure, and install the control structure needed to make that work defensible.

Most firms already have AI inside live workflows. Few have the governance structure to defend how it is being used.

The Process

Three Steps to Defensible AI Use

Step 01

Identify

Locate where AI is already shaping client work, what tools are involved, and where exposure exists.

Step 02

Install

Put review, approval, and documentation controls in place inside one live workflow.

Step 03

Operationalize

Expand governance across teams and workflows so defensibility becomes repeatable, not reactive.

The GRID Control™

The Diagnostic Standard We Apply

Every engagement is evaluated against four controls. If any one of them fails, the firm's AI usage does not hold up under scrutiny.

G
Governance

Written policy. Permitted use. Defined review responsibility.

R
Risk

Mapped use cases. Known exposure points. Clear boundaries.

I
Integration

AI tools placed inside owned workflows with approval points.

D
Documentation

A record of what AI did, who reviewed it, what changed, and who signed off.

Four controls. One standard. If one breaks, the system doesn't hold.

Service 01

GRID Control™ Assessment

Fixed Fee: $2,997

A fixed-fee diagnostic for firms already using AI across internal or client-facing workflows without clear operating standards. This engagement answers one executive question: where is AI shaping work today, and what is exposed if that usage is challenged?

90 minutes  ·  Fixed fee  ·  One clear deliverable

What the Assessment Covers

  • AI usage across workflows
  • Tool visibility
  • Data exposure points
  • Review and approval gaps
  • Documentation breakdowns
  • Ownership ambiguity
  • Current control maturity

What You Receive

  • AI Usage Map
  • Exposure Findings
  • GRID Control™ Gap Assessment
  • Prioritized Remediation Roadmap
  • Leadership-Ready Findings Brief

Delivery: 5 business days from payment confirmation and completed intake. Structured PDF deliverable. 30-minute walkthrough included. Fixed scope. Fixed timeline.

Outcome — Know where AI is used and what is exposed.
Start GRID Control™ Assessment

Service 02

Control Sprint

Fixed Fee: $5,500

The implementation layer that follows the assessment. This engagement installs review, approval, and documentation controls inside one live workflow so AI-assisted work can be produced to a clear, repeatable standard.

Example Workflow Targets

  • Client research memos
  • Internal summaries
  • Due diligence materials
  • Drafting support workflows
  • Structured analysis workflows

What You Receive

  • Review Standard
  • Approval Ownership Model
  • Documentation Template
  • Rollout Checklist
  • One Workflow Implementation Plan

Delivery: 2–3 week scope. One workflow only per engagement. Fixed fee. Built from assessment findings, not assumption.

Outcome — Put review, approvals, and records in place.
Start with the Assessment First

Service 03

Governance Advisory Layer

From $12,500

An operating engagement for firms that need AI governance to hold across teams and workflows. This engagement expands standards beyond one workflow and establishes the cadence, ownership, and decision structure required to keep governance active.

What This Engagement Covers

  • Governance operating model
  • Multi-workflow rollout plan
  • Leadership cadence
  • Review protocol expansion
  • Control refinement across teams
  • Ongoing governance guidance

Advisory scope is calibrated to governance maturity, workflow complexity, and leadership requirements.

Outcome — Make governance repeatable across the firm.
Discuss Operating Fit

Operating Principles

How We Work

Governance before scale

We do not optimize unmanaged usage. We formalize standards first.

Documentation before delegation

If a workflow cannot be documented, it should not be scaled.

Review before reliance

AI-assisted outputs must pass through defined review and approval standards.

Clarity before expansion

We do not broaden adoption until the firm can explain where AI is being used and under whose authority.

Who This Is For

Right Fit

  • Your firm is already using AI in internal or client-facing workflows
  • Leadership needs visibility into exposure before usage scales
  • You want a fixed-scope assessment and a clear remediation path
  • Law, accounting, advisory, financial services, or healthcare consulting

Who This Is Not For

Not a Fit

  • You are looking for generic AI training
  • You want software procurement help
  • You want open-ended innovation consulting without governance scope
  • Pre-revenue teams without client-facing workflows

AI usage without controls is not strategy.
It is exposure.

Start with the GRID Control™ Assessment.

90 minutes  ·  Fixed fee  ·  One clear deliverable  ·  $2,997

Start GRID Control™ Assessment View Assessment Deliverables
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About
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Services
About
Founder Memo
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Request GRID Control™ Assessment