A paid 60-minute structured session and a written report within 7 business days. It maps your firm's current AI exposure, the governance gaps behind it, and what to fix first. It stands on its own — no retainer, no implementation required.
The audit is the document a firm reaches for when a client's procurement questionnaire, an insurer's renewal form, or a regulator's inquiry asks how AI use is supervised.
Most firms cannot answer the first question: which AI tools are touching client files today — not which are approved, which are in use.
Until that question has an answer, the ones after it cannot be answered either.
Book the audit →Not a discovery call. The same five-area assessment on every engagement, so findings are comparable rather than improvised.
Where AI and AI-enabled tools are used across the firm, formally and informally.
How client, confidential, personal or other sensitive information interacts with AI-enabled systems.
Where AI-assisted work requires review, verification, approval, or professional judgment.
Policies, responsibilities, approval processes, staff expectations, and escalation mechanisms.
What records demonstrate that AI-related decisions, controls and oversight are actually being managed.
A firm buying this audit is inviting an outsider to write its governance gaps down. That is a reasonable thing to hesitate over, so here is the handling, stated plainly rather than on request.
Before any part of your session notes reaches a hosted AI system, firm names, staff names, client references, matter numbers, emails, phone numbers and addresses are replaced with placeholder tokens. This is done by a deterministic program. No AI model performs the removal.
If a declared identifier survives the replacement, nothing is sent — the process stops rather than continuing. A second check runs before any report reaches a client: if a placeholder survives into the final text, the document is not issued.
The link between placeholders and real names is encrypted, held apart from the analysis, and deleted when your report is delivered. Nothing else in the system stores your firm's name.
The program flags names and entities it could not account for. Those flags are read by a person on every engagement — they are not cleared automatically, and the review is a required step rather than a good intention.
Each engagement keeps a drafting record: which system was used, its version, the date, who operated it, who reviewed the output, and whether it was accepted, edited or rejected. Content hashes only — no prompt text and no output text is retained.
This controls where your firm's identity travels. It is not anonymisation, and it is not described as anonymisation. A practice can be recognisable from description without being named anywhere — which is exactly why the human read exists and why the claim stops here rather than going further.
Why this is on the page at all. A firm that cannot say what happens to its own client information should not be selling governance to firms that need to. The controls above are the same kind of thing the audit looks for in your practice: a step that cannot be skipped, a check that fails closed, and a record that survives the decision.
The standard SYSTERA sells is the standard SYSTERA practices. This section is where that stops being a slogan.
SYSTERA provides AI governance infrastructure and operational risk analysis. The audit helps a firm identify governance gaps and decide when to seek advice from counsel. It does not provide that advice.
No certificate, no pass mark, no statement that a firm is compliant. It is not a cybersecurity penetration test or a regulatory certification. The deliverable describes exposure and priority, and says where the evidence is thin.
The audit is paid and stands alone. Implementation is scoped afterwards only if a firm wants it. The written deliverable is useful to a firm that never engages SYSTERA again.
Sixty minutes, a written report within seven business days, $950 CAD. No retainer required.
The audit is not designed to shame AI use. It is designed to make existing use visible, controlled, and easier to defend.
Or email directly: hello@systeraautomation.com