For the managing partner
Clarity before inconsistent AI habits become firm culture.
Destination 05
AI rules for firms where trust is the product.
For law, accounting, advisory, insurance, recruiting, and financial firms where staff cannot use AI casually and leadership cannot leave quality to chance.
Professional firms do not just need tools. They need standards: what is allowed, what is restricted, what needs review, what clients may need to know, and how the firm protects judgment while still moving forward.
For the team
Plain rules that show where AI helps, where review is required, and where it does not belong.
For clients
A firmer trust posture before clients start asking how AI touches their work.
Investment
$10,000-$30,000 for the standards package.
Quarterly update retainers are available when the firm wants a standing review as tools, client expectations, and risk standards change.
Good fit
- Partners know staff are using AI.
- Client work requires quality review.
- Confidentiality matters.
- Disclosure questions are starting.
- The firm wants practical rules, not fear.