01 · Before buying a tool
AI readiness & governance
- What you leave with
- A prioritized workflow assessment and a draft adoption policy your board and counsel can review.
- What we need from you
- A workflow owner, the policies and tools you already use, and the people responsible for records and procurement.
- How we judge completion
- The assessment explains where AI fits, where it does not, and the decisions needed before a pilot.
- Planning the time
- A defined assessment and review cycle; the schedule follows the agreed scope and your board calendar.