Use AI without handing it your clients' accounts.

• Meeting notes and follow-up emails drafted for you to check and send.
• A list each morning of client paperwork that's still missing.
• A one-page AI use policy for your staff.
• We check it works with your CRM and email on the free call.

• If you're SEC-registered, the amended Reg S-P asks for a written plan for data incidents. State-registered firms have their own rules. We'll look at your plan in the free Data Safety Check.
• A person checks every draft before it goes to a client.
• One local person sets it up with you and picks up the phone. Not a help line.

A short written rulebook for your staff. Every AI tool and every kind of data gets a color:

• Green: fine to use, like a generic email or a social post.
• Yellow: ask first, like a client letter with the names taken out.
• Red: never, like Social Security numbers, bank info or account numbers in a free chatbot.

$249 One-time. Written for your office in English and Spanish, plus a 30-minute walkthrough with your staff. If you start a setup sprint within 60 days, the $249 comes off it.