The Firm AI Posture Review

A board-quality look at your firm's AI posture.

The diagnostic engagement that opens the practice. A structured memo your leadership can read, sign, and act on.


What it is

A diagnostic, not an audit.

The Posture Review is structured around the four beats of the methodology — Intention, Orchestration, Validation, Calibration — applied to your firm in its current state.

Who it is for

Firms whose work carries fiduciary weight.

Professional services firms in regulated practice areas. Firms where AI decisions carry accountability stakes that generic consulting cannot address.

What it produces

A board-quality memo.

Typeset for the boardroom — not a slide deck. Intention findings, orchestration recommendations, a validation baseline, and a calibration cadence proposal.

The engagement
Week 1

Intention

Strategic intent mapping. Leadership interviews. Constraint identification.

Week 2

Orchestration

Tooling and workflow inventory. Vendor-neutral schematic draft.

Week 3

Validation

Baseline measurement. Gap analysis against stated intent.

Week 4

Calibration

Memo drafting. Read-out with leadership. Cadence proposal.

After the review

Most firms continue into a calibration retainer. Some do not, and that is a respected outcome. The Review stands on its own as a firm artifact.