This form takes about 10 minutes and gives us everything we need before our kickoff call. The more you share here, the more time we can spend on strategy rather than basics.
Section 1 of 5
Section 1 · Company basics · ~2 min
Tell us about your organization
Legal organization name*
Website and LinkedIn*
Your name and role*
Industry*
Approximate headcount*
Section 2 · Departments and team · ~3 min
Who should we hear from?
We'll send a short form to each department head — about 12 minutes each. This is how we build a roadmap that reflects how your whole organization actually works.
Which departments exist in your organization?*
Select all that apply. We'll send each department head their own form.
Who leads each department?*
We'll send each person a short form after our kickoff call.
Department
Name
Email
Pick the departments above and we'll list them here.
Not sure about a department? Leave it blank — we'll confirm on the kickoff call.
Section 3 · Documents and brand · ~2 min
Share what you already have
Uploading existing documents now saves significant time during the assessment. Nothing needs to be polished — rough drafts and informal documents are all useful.
Brand and voice documents
Organizational documents
Existing AI and compliance documentation
Which of these policies does your organization already have?
Check the ones that exist, then upload copies below. Drafts and informal versions are fine.
Anything else that would help us understand your organization?
Section 4 · Compliance and legal flags · ~4 min
A few questions we need to ask before we begin
These questions help us identify anything that needs to be addressed before we build. Honest answers here protect your organization and shape how we approach the work.
How would you describe your organization's appetite for AI risk?*
This frames how we read the rest of this section. Pick the closest fit.
Which of the following apply to your organization?*
Which of these types of sensitive data does your organization handle?*
This is about the data itself, not the regulation above. Select all that apply.
Any other laws or regulations we should know about?
Are there areas where you would not allow AI to be used?*
For example: legal advice, hiring or firing decisions, medical guidance, anything client-facing without review. If there are none, tell us that.
Before someone uses a new AI tool, what approval should happen first?*
Do you have an IT team, IT department, or IT vendor?*
IT contact name and email (optional):
Legal flags — please answer each one.*
Any "Yes" or "Not sure" answer will be discussed on our kickoff call before we begin.
Do any existing vendor contracts or client agreements restrict how data can be processed by third-party AI tools?
We'll review this on our kickoff call before any data enters AI workflows.
Has your legal counsel or a compliance officer already reviewed your organization's use of AI?
Please bring any legal guidance to our kickoff call — it will shape how we design the governance layer.
Do your team members work with client-facing contracts or NDAs that govern how client information can be handled?
We'll build client data handling rules into the governance layer to stay within your contractual obligations.
Do any of your contracts include AI-specific terms?*
Some client or vendor agreements now restrict AI use or require you to disclose it. Flagging these early keeps us within them.
Section 5 · Context and goals · ~1 min
A few final questions
What prompted you to start this process now?*
Have you or anyone on your team tried AI tools before?
Is there anything we should know before our kickoff call?
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Onboarding complete
Thank you. We have everything we need to prepare for your kickoff call. Kathryn will be in touch within one business day to schedule it. Department heads will hear from us shortly after that call.