Find Out Where AI Is Already Touching Your Business
Before you approve another tool, find out what staff are already using, what client data it touches, where admin is costing you, and which AI ideas are worth doing properly. You get a clear risk score, grounded calculations and a governed plan.
You Need the Facts Before You Spend More
Most firms are already using AI somewhere. The problem is that nobody can explain all of it yet. You need to understand:
What is already happening?
Your team is probably using AI tools right now: ChatGPT, Claude, Gemini, Microsoft Copilot, document summarisers, OpenAI-powered apps or automations nobody has signed off.
What is actually worth doing?
Which parts of intake, document handling, follow-up, reporting or review could safely be improved, and which ideas would create more mess than value?
What could come back to bite you?
Client data, PI exposure, regulator questions, supplier tools, weak audit trails and outputs nobody reviewed properly.
What is it really worth?
No invented ROI. First we measure the work, cost, risk and baseline. Then we decide what is worth automating.
How do you do it safely?
What to build, who owns it, where a person reviews it, what data it touches and what evidence you keep.
That's what the AI Risk & Efficiency Audit gives you: answers.
What the audit actually covers
This is not a generic workshop. I look at the tools people use, the work they are trying to avoid, the data moving through the business and the controls needed before AI becomes a liability.
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.
Useful Use-Case Review
What We Do:
- Stakeholder interviews across departments
- Review of admin, handoffs and evidence gaps
- Existing systems and supplier-tool review
- Use-case selection and prioritisation
What You Get:
- Prioritised fix list
- Quick wins vs strategic projects
- Tool and integration recommendations
- Build complexity and control notes
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
- • Tool and integration 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
- • Existing systems and supplier-tool review
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.