Engagements
Engagements
Six ways we work with clients, from a productized two-week diagnostic to ongoing standing-advisor retainers.
The ladder
From productized to standing
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1
Productized
AI Compliance Diagnostic
A two-week assessment of your AI risk exposure and regulatory posture. Output: Risk Profile, prioritized gap map, and a three-action board-ready sequence.
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Engagement
2 weeks
Format
Fixed fee
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2
Productized · half day
HB 3773 HR Workshop
A focused half-day session for HR teams. Produces an AI inventory, a vendor diligence packet, notice templates, a 90-day plan, and a board-ready workshop memo. The fastest paid path to a documented HB 3773 posture.
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Engagement
Half day
Format
Fixed fee
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3
Focused engagement
HB 3773 Employment AI Compliance Review
A targeted review of your AI use across the employment lifecycle, mapped to Illinois HB 3773.
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Engagement
3–4 weeks
Format
Fixed fee
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4
Specialty engagement
WOPR Act Compliance Review
A focused review for behavioral health operators and AI-enabled mental health platforms.
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Engagement
4–6 weeks
Format
Fixed fee
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5
Integrated engagement
Multi-Jurisdictional Compliance Review
Unified compliance posture across IL, CA, NY, and the EU AI Act for organizations with regional or global operations.
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Engagement
8–12 weeks
Format
Fixed fee
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6
Speaking engagement
Board & Committee Briefings
Half-day or full-day briefings for boards, audit committees, and senior leadership.
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Engagement
Single session
Format
Fixed fee
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7
Retainer
Standing AI Compliance Advisor
Quarterly retainer for ongoing oversight, board briefings on demand, regulatory horizon scanning, and incident response support.
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Engagement
6-month minimum
Format
Monthly retainer
Process
The engagement process
- 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.
Where to start
Not sure where to start? The Diagnostic is the most common entry point. If you already know your scope, schedule a direct conversation.