The Toggle Is Free. Knowing Which Ones to Flip Isn't.
Anthropic just shipped 15 free AI workflows for small businesses. Most owners won't find them. The ones who do won't know which create compliance exposure and which save 10 hours a month. That's the audit.
Generic AI Workflows Don't Know Your Practice
CPAs & Accountants
The invoice chaser doesn't understand your retainer billing structure. The monthly close workflow doesn't know your provincial reporting obligations. One wrong toggle and you're sharing client financials through a system your engagement letter never disclosed.
Lawyers
The contract reviewer doesn't know what solicitor-client privilege means in practice. The lead triager routes client inquiries through servers your retainer agreement didn't account for. The compliance layer Anthropic built is for commerce, not counsel.
Engineers & P.Engs
The payroll forecasting workflow doesn't know your PEO obligations. The pulse dashboard doesn't distinguish between billable and non-billable commitments. The generic tools weren't built for regulated professional practice.
Any SMB Owner
You don't have time to audit 15 workflows, read the terms, and figure out which ones actually apply to how your business runs. That's not a personal failing — that's a business reality. It's exactly what the audit is for.
A Clear Answer. Not a Report You Won't Read.
Workflow Safety Assessment
We go through all 15 Anthropic workflows against your practice type. Green means safe to use. Yellow means conditional. Red means liability risk. You leave knowing exactly which ones to turn on.
Compliance Gap Map
What the free tools don't cover that your practice actually needs. Specific to your industry, your province or jurisdiction, and your current client obligations.
30-Day Implementation Plan
Not a list of things you could theoretically do. A sequenced plan for what to turn on first, what to configure, and what to leave off until it's actually ready for your practice.
One Follow-Up Call
Thirty days after delivery, we check what landed and what didn't. Included. No additional billing.
Book Your Audit Call
30 minutes. We'll scope your practice, confirm fit, and get you scheduled. Starting from $1,500 — delivered within 10 business days.
Book a Call