What the Quick Scan is for
- See real use: tools, users, tasks and data types.
- Identify control gaps: data, quality, accountability, vendors and training.
- Set priorities: what to address now and what can wait.
Who it is for
- Law firms: where AI is already in use, enterprise licensing is being considered, or practical rules are needed for confidentiality, data and output review.
- Accounting firms: where AI is entering work with documents, financial and business data, drafting, summarizing or professional processes.
What is reviewed
- Use: who uses AI, which tools, for which tasks and in which accounts.
- Data: what data enters the tools, what needs restriction and which minimization rules exist.
- Quality: how outputs, sources, calculations or conclusions are checked before professional reliance.
- Governance: who approves tools and uses, how exceptions are handled and how vendors and permissions are reviewed.
- People: what staff know, how they receive guidance and how new uses are identified over time.
How it works
Define the scope. Which firm, which teams and which uses to include.
Map use, data and controls. Focus on what actually happens, not only on existing documents.
Identify gaps and dependencies. Tools, vendors, quality, accountability, data and training.
Summarize priorities. The actions to take first, without creating an endless task list.
What you receive
A focused picture of the use and controls reviewed, the main gaps and priorities for follow-up. The exact output depends on scope and available information, and is not a confirmation of compliance with law, professional rules or standards.
Scope, duration, fee and final deliverables are set only after a fit check and scope definition.