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Solutions · AI consultants and agencies

Give every client a governance workspace without rebuilding it each time

Consultants and agencies deliver AI systems and then inherit the governance questions. The Advisor plan gives you separate client workspaces, a cross-client task view and reports you can hand over with your name on them.

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Typical AI uses

  • Building chatbots, agents and automations for clients
  • Running AI readiness assessments
  • Drafting client policies
  • Vendor selection and due diligence
  • Ongoing governance retainers

Where obligations differ

Illustrative, not legal advice. The assessment screens your actual profile against the verified dataset.

  • Your own operations

    low

    Same baseline as any small business.

  • Systems you build for clients

    elevated

    You may be a provider (EU AI Act) or developer (Colorado SB 26-189) with documentation duties for the systems you deliver.

  • Client data in your tools

    elevated

    Contractual confidentiality and processor obligations.

Starter inventory

A template you can customize in the workspace or import from CSV.

SystemPurposeDataOversight
Client chatbot (per client)Customer serviceClient’s customer dataClient-defined escalation
Internal delivery assistantCode and content generationClient confidentialEngineer review
Lead-qualification agentQualify inbound leadsProspect dataApproval before outreach

First four steps

  1. Create a partner workspace
  2. Add your first client organization with recorded authorization
  3. Import the client’s inventory from CSV
  4. Generate the Regulatory Applicability Report for the kickoff

Guides

  • AI Agent Governance Explained

    What makes AI agents different from chatbots, and how to govern them: permission matrix, autonomy levels, approval gates, logging, override and escalation, with a CRM incident example.

  • AI Vendor Due Diligence Checklist

    Twelve question areas for assessing AI vendors, from training data and retention to model changes, with how to verify claims and the red flags that should stop a deal.

  • What Evidence Should an AI Governance Program Retain?

    The evidence an AI governance program should keep per control, retention periods grounded in Colorado and EU duties, hashes and tamper-evidence, verified versus uploaded evidence, and export bundles.