Understand What's Possible, What's Risky, and What's Worth Doing
A comprehensive 2-4 week analysis of your AI landscape — from discovering Shadow AI usage to identifying efficiency opportunities. You'll get your AI Risk Score, detailed ROI calculations, and a prioritised implementation roadmap with governance built in from day one.

You Need Answers Before You Can Act
You know AI could help your business. But you need to understand:
What's Already Happening?
Your team is probably using AI tools right now — ChatGPT, document summarisers, automation you don't know about. None of it governed. None of it compliant.
What's Possible?
Which processes could actually benefit from AI? Where would automation make a real difference? What's realistic vs what's hype?
What's the Risk?
Regulatory compliance. Data protection. Professional indemnity. Audit trails. What could go wrong, and how do you protect against it?
What's It Worth?
Real ROI calculations. Not vendor promises. What will it actually cost, what will it actually save, and how long until you see results?
How Do You Do It Right?
Not just what to build, but how to govern it. How to keep it compliant. How to make it defensible to your regulator.
That's what the AI Risk & Efficiency Audit gives you: answers.
The Complete AI Risk & Efficiency Audit
This isn't a generic "opportunity assessment." It's a comprehensive analysis of your current AI landscape and future opportunities, with governance and risk built into every recommendation.
Shadow AI Discovery
What We Do:
- Confidential staff interviews (no blame, just facts)
- Complete inventory of AI tools currently in use
- Data flow mapping (what's going where)
- Process analysis (why people are using workarounds)
What You Get:
- Shadow AI inventory report
- Current AI Risk Score (0-100)
- Compliance gap assessment
- Immediate risk mitigation recommendations
Why It Matters:
You can't govern what you don't know about. We discover what's really happening before someone gets hurt.
Opportunity Identification
What We Do:
- Stakeholder interviews across departments
- Process mapping and inefficiency analysis
- Technology landscape assessment
- Use case identification and prioritisation
What You Get:
- Prioritised opportunity list
- Quick wins vs strategic projects
- Technology recommendations
- Implementation complexity assessment
Why It Matters:
Not every process needs AI. We identify where automation will actually make a difference vs where it's just expensive theatre.
Risk Assessment & Compliance
What We Do:
- Regulatory compliance review (FCA, SRA, GDPR, etc.)
- Data protection and confidentiality analysis
- Professional indemnity exposure assessment
- Audit trail and defensibility evaluation
What You Get:
- Detailed risk assessment for each opportunity
- Compliance requirements and governance recommendations
- The Pattrn Protocol framework for your organisation
- Regulatory reporting guidance
Why It Matters:
In professional services, getting AI wrong has real consequences. We identify risks before they become problems.
ROI Calculations & Business Case
What We Do:
- Time savings quantification
- Cost reduction analysis
- Revenue impact assessment
- Implementation cost estimation (realistic, not vendor promises)
What You Get:
- ROI calculations for each opportunity
- Payback period analysis
- Total cost of ownership projections
- Budget requirements and resource planning
Why It Matters:
You need real numbers, not vendor fantasies. We show you what it will actually cost and what you'll actually save.
Implementation Roadmap
What We Do:
- Priority sequencing (quick wins first)
- Timeline and resource planning
- Governance framework design
- Risk mitigation strategy
What You Get:
- Phased implementation roadmap (6-24 months)
- Detailed project specifications
- Governance and compliance requirements
- Budget allocation recommendations
Why It Matters:
A plan you can actually execute, not a 100-page report that sits on a shelf.
Deliverables: Everything You Need to Make Informed Decisions
Shadow AI Discovery Report
- • Complete inventory of current AI tool usage
- • Data flow mapping and risk hotspots
- • AI Risk Score (current state)
- • Immediate risk mitigation actions
Opportunity Analysis
- • Prioritised list of AI opportunities
- • Quick wins vs strategic initiatives
- • Process inefficiency analysis
- • Technology recommendations
Risk & Compliance Assessment
- • Regulatory compliance requirements
- • Professional indemnity considerations
- • Data protection and audit trail needs
- • The Pattrn Protocol governance framework
ROI & Business Case
- • Detailed ROI calculations for each opportunity
- • Implementation cost estimates
- • Payback period analysis
- • Resource requirements
Implementation Roadmap
- • 6-24 month phased plan
- • Quick wins (0-3 months)
- • Strategic projects (3-12 months)
- • Long-term initiatives (12-24 months)
- • Governance milestones
Executive Presentation
- • Board-ready summary
- • Key findings and recommendations
- • Risk scores and ROI projections
- • Decision framework
Who This Is For
Perfect if you:
- Lead a professional services firm (legal, financial, accountancy, healthcare, MSP)
- Suspect your team is using ungoverned AI tools
- Want to understand AI opportunities but need real numbers
- Need to demonstrate AI governance to your regulator
- Are considering AI implementation but want to de-risk it first
- Need an AI strategy that's practical, not theoretical
- Want to sleep at night knowing AI is done right
How It Works: The 2-4 Week Comprehensive Audit
Discovery
- • Confidential staff interviews (Shadow AI discovery)
- • Stakeholder interviews (opportunity identification)
- • Process mapping and documentation review
- • Technology landscape assessment
Analysis
- • Calculate AI Risk Score
- • Identify and prioritise opportunities
- • Assess regulatory compliance requirements
- • Develop ROI calculations
Planning
(Established/Enterprise packages)
- • Design implementation roadmap
- • Create governance framework (The Pattrn Protocol)
- • Develop risk mitigation strategies
- • Prepare business cases
Delivery
(Enterprise packages)
- • Executive presentation
- • Deliver complete audit report
- • Present implementation roadmap
- • Recommend next steps
Transparent Pricing
Tailored to your business size and complexity
SME
10-50 employees
Established
50-200 employees
Enterprise
200+ employees
What's Included in All Packages:
What Happens Next:
Most clients move to Implementation Projects (£15K-£75K+) to execute quick wins, or Governance Retainers (£1.5K-£5K/month) for ongoing monitoring and compliance.
Frequently Asked Questions
Get Answers Before You Act
You can't make informed decisions without complete information. The AI Risk & Efficiency Audit gives you everything you need: what's already happening (Shadow AI), what's possible (opportunities), what's risky (compliance), what's it worth (ROI), and how to do it right (governance).
Book your audit and get clarity in 2-4 weeks.