Engagements

Six ways we work with clients, from a productized two-week diagnostic to ongoing standing-advisor retainers.

The ladder

From productized to standing

1

Scoping conversation (free, 30 minutes)

A direct conversation with the principal to understand your jurisdictional footprint, AI usage, current governance posture, and the trigger driving the engagement.
2

Engagement letter and scope memo

A written scoping memo that defines what is in scope, what is out of scope, the deliverable, the timeline, and the fee. Fixed-fee unless the engagement requires hourly work for genuinely uncertain scope.
3

Work plan execution

Document review, interviews with risk owners, AI inventory, control mapping, and gap analysis. We work primarily through structured information requests; on-site time is rarely required outside of board briefings.
4

Deliverable and walkthrough

A written report, a workpaper file, and a walkthrough session for the buyer and any additional stakeholders the buyer designates. Where appropriate, a board-ready executive summary suitable for inclusion in audit committee or risk committee materials.

Not sure where to start? The Diagnostic is the most common entry point. If you already know your scope, schedule a direct conversation.