Secure AI Workflow Assessment
You know AI could take work off your team. You don’t know which work is safe to hand over.
That is the honest blocker for most businesses — not the technology. Which tasks are safe, what happens to confidential documents, and whether the output can be trusted without someone checking every line.
We answer those three questions for one workflow in your business, in writing, in two weeks — whether or not you hire us to build anything.
- $2,500
- Fixed price
- Two weeks
- Fixed scope
- 7 documents
- You keep them
- Credited
- Against implementation
The problem
The paperwork problem nobody has time to fix
It arrives everywhere
Email attachments, a shared drive, a folder on someone’s desktop, occasionally the post. Anything that assumes your documents are already tidily filed will not help you.
Someone re-types it
The same figures keyed into a second system, then a third. Slow, nobody’s favourite part of the job, and where the expensive mistakes happen.
Then it waits
For an approval, a missing page, a reply to a chasing email. The cost is rarely the handling time — it is the waiting, and what gets missed entirely.
“We already have Copilot.”
What you get
Seven documents about one workflow of your choosing
The output is worth having even if you never hire us. That is the point of it being paid.
- 01
Process map
One workflow from arrival to completion: every system it touches, every handoff, every place information is re-entered, every point where it waits.
- 02
Baseline measurement
Volume per month, hands-on time per case, cycle time, exception rate, and the cost of rework or delay. Numbers, not impressions.
- 03
Data classification
Which information is confidential, what cannot leave your approved systems, and which existing contracts or retention obligations apply.
- 04
Control plan
Exactly where AI would sit, what it could access, what it could never access, what requires a person’s approval, and how deletion works.
- 05
Automation scope
What should be automated first, and explicitly what should not be automated, and why.
- 06
ROI model
Projected time and cost recovered, with every assumption shown so you can challenge it.
- 07
Implementation proposal
Fixed scope, fixed price, timeline, and written acceptance criteria. Yours to take to anyone.
What we need from you
- Three to four hours in total — the person who owns the process, plus two people who actually do the work.
- Sample documents. Redacted, if you prefer.
- A read-only look at the systems involved. No changes, no installation.
What it costs
$2,500
Fixed, for two weeks to a fixed scope.
Credited in full against implementation if you proceed within 90 days. If you don’t, you keep the documents and owe nothing further.
Fit
Who this is for — and who it isn’t
We would rather tell you early that this isn’t a fit than take the fee and find out together.
Twenty to two hundred and fifty people, with operations that run on paperwork.
Smaller than that, and the maths rarely works yet.
A repetitive workflow built on email, PDFs, forms, or data typed in twice.
A one-off project, or work that is different every time.
Documents you would not paste into a public chatbot.
Nothing confidential involved — you may not need us.
Someone in the conversation who can approve spending.
Research with no budget behind it.
Where we stop
What we will not tell you
Most of this industry sells certainty it cannot deliver. Here is what we refuse to claim, so you can hold us to it.
No accuracy percentage
Anyone quoting a figure before seeing your documents is guessing. We measure it on your paperwork, and show you where it is weakest.
Not “fully automated”
Some steps should keep a person deciding, and the assessment names which ones and why. Removing the wrong human is how automation becomes expensive.
No compliance badge
We hold no certification and will not imply one. What we will do is describe the controls precisely and state the residual risk plainly.
Next step
Start with a conversation
Thirty minutes, no charge, no slides. We ask how a document actually moves through your business and where it gets stuck.
If there is a problem worth solving, we will propose the assessment. If there isn’t, we will say so — that is a useful answer too, and it costs you half an hour.
The questions on this form are the same ones we would ask on the call. Answering them here means we arrive already understanding your situation.