Bring one agent action to a free 30-minute call.
We look at where it acts, what it touches and where a person should approve. You leave with the first control to put in place, whether or not we work together.
For operations leads at regulated professional firms
Your AI agents act. Who approved it, and where is the record?
You are putting AI agents into working processes. Today they act without approval boundaries, completion evidence or a reviewable record. We put fences and receipts on one real workflow first.
Law, financial services and insurance firms of 20 to 200 people. No compliance certification is offered.
Control record · Client update emailSample
Allowed action
Draft a status update to one client, from the matter notes only
Approval gate
A named reviewer approves before it sends
Receipt
What it read, what it drafted, who approved, when
Operator re-check
Who re-checks the sent updates, and when
Sample, not a client result.
The agent did something. Nobody can say who allowed it.
Agents now send messages, change records and say a task is done. Most firms govern that with a policy document and good intentions.
Your world
Agents are already in the work
A pilot drafts client emails. Another files documents. A third updates records overnight.
The problem
No fences, no receipts
They act without approval boundaries, completion evidence or a reviewable record.
What it costs
A decision you cannot explain
When an agent makes a bad call, there is no record of what it did or who allowed it, for a client, a partner or a regulator.
"the decisions the AI was making made no sense and likely ended up costing me tens of thousands of dollars"A small business owner on r/smallbusiness, about an AI implementation
Start with one action. Grow to the whole workflow.
Every package is scoped around one real workflow first. Broader coverage is scoped from there.
P1
One agent action
One action in one workflow: a message, a record update or a completion claim.
- Allowed-action definition
- Approval gate and receipt
- Test report and operating instructions
Scoped after a short brief
P2
One workflow
Every agent action in one working process, end to end.
- A gate on every client-facing message and record change
- A receipt for every governed action
- Acceptance criteria agreed per action
Scoped after a short brief
P3
Operating record
The workflow above, plus a re-check rhythm your team runs.
- A named reviewer per gate
- Re-tested when the workflow changes
- A named owner keeps it current
Scoped after a short brief
Race control · the rules
What is inside each package.
| Control | P1 One agent actionOne action, one workflow | P2 One workflowEvery action in one process | P3 Operating recordPlus a re-check rhythm |
|---|
What it governs, action by action.
Pick the kind of agent action that worries you most.
The agent action
What you get
The control
Review. Define. Integrate. Hand over.
One workflow first. Controls and acceptance criteria agreed with your team before anything is integrated.
01
Review the workflow
Where agents act today, and what each action touches.
02
Define
Allowed actions and verification points, agreed with your team.
03
Integrate
The agreed controls, tested against the workflow.
04
Hand over
Operating instructions, a test report and an operator re-check procedure.
The rules your agents run inside.
- 1Every agent action has a written allowed-action definition.
- 2A person approves before any client-facing message or record change completes.
- 3Money and outside contacts always wait for a person.
- 4Agents see only the client data their job needs.
- 5Every governed action leaves a receipt a reviewer can open.
- 6A named operator re-checks on a set rhythm.
What others leave out.
Others
Agent Governance
Real questions, plain answers.
Does this make us compliant?
No. No regulatory compliance or certification is offered, and there is no promise of accuracy, uptime or risk reduction. You get written controls, a test report and operating instructions your team can show.
Is this a software product?
No. It is an engagement scoped around one workflow, built with your people. Ongoing service needs a separate scope and support agreement.
What do we get at the end?
Scoped controls integrated into the workflow, a test report, operating instructions and an operator re-check procedure.
Does it only cover one agent?
The controls are scoped around one workflow first. Broader coverage is scoped from there.
What does it cost?
Every package is scoped after a short brief, and the quote is in writing before work starts.