Engagement scoping

Fixed fees. No hourly billing. No surprises.

Every engagement is custom-scoped: assessments, fintech dossiers, ongoing reviews, implementation, security, governance, and federal advisory. We agree the deliverables, responsibilities, and schedule first. Every engagement is a fixed fee, set in writing after a scoping call - never hourly, never a surprise.

AI Vendor Risk Assessment

Risk categories guide the scope, not a published price. See what the assessment covers.

Convenience AI

Fixed fee after scoping

Tools that draft, summarize, or transcribe but never touch a business decision or regulated data.

Typical tools: Marketing copy tools, meeting transcription, internal chatbots

Data-processing AI

Fixed fee after scoping

Tools that ingest, transform, or store customer PII, financials, or proprietary files.

Typical tools: Document processing, support chatbots on customer data, analytics copilots

Decision-making AI

Fixed fee after scoping

Tools whose output drives a consequential decision about a customer, employee, or borrower.

Typical tools: Screening, scoring, pricing, eligibility, or recommendation engines

Portfolio bundle

Fixed fee after scoping

The full-stack audit: every AI vendor in the business assessed together, with the rationalization and cost-takeout plan across the whole portfolio.

Quarterly re-review

Fixed fee after scoping

Vendors change their terms constantly. Ongoing monitoring re-verifies data-training and retention terms quarterly and flags new shadow AI as it appears.

Included in every assessment

  • Full shadow AI and tool inventory
  • Vendor data-training and retention terms review
  • Data-flow and API boundary mapping
  • Keep, reconfigure, or retire decision per tool
  • Cost-takeout plan for redundant subscriptions
  • Executive playbook with an owner and deadline on every finding

Schedules depend on vendor count and available evidence. The cost-takeout plan puts an annual dollar figure on every redundant subscription, so you can weigh what retiring them saves against the fee.

Audience-specific engagements

For AI fintechs

Bank-Ready AI Due Diligence Dossier

An indexed evidence package for the bank's risk, security, and procurement review.

Fixed fee after scoping

  • Products and use cases
  • Available model and security evidence
  • Buyer questionnaires and documentation gaps
Request scoping

For federal IT and defense contractors

Federal Contractor AI Advisory

AI governance, evaluation evidence, and security documentation scoped to the solicitation or project.

Fixed fee after scoping

  • Solicitation or project requirements
  • AI systems and data in scope
  • Evidence, documentation, and delivery milestones
Request scoping

Advisory engagements

Implementation, security, and governance work does not come in standard sizes. A governance program for a 30-person practice and one for a 300-person lender are different jobs, so there is no list price to publish. Each engagement is priced in phases: a written fixed fee for the first phase after the scoping call, then a written fixed fee for the rest once that phase shows what the work involves.

AI Implementation

Fixed fee per phase. Use-case discovery is priced first; rollout and training are priced once you know which tools you are deploying and who will use them.

Timeline
Discovery: two to four weeks. Rollout and training: three to six weeks per tool.
What moves the fee
  • Business lines and use cases in scope
  • Systems and data each AI tool connects to
  • Headcount and roles to train
Request a scoping call

AI & Software Supply-Chain Security

Fixed fee per phase. The SBOM and reachability triage are priced from your application count; vulnerability research is priced per component after triage shows where the risk sits, with coordinated disclosure included.

Timeline
SBOM and triage: two to four weeks once code or vendor SBOMs are in hand. Vulnerability research: two to four weeks per component.
What moves the fee
  • Applications and code repositories in scope
  • Vendor software delivered without source code or an SBOM
  • Languages and build systems in use
  • Depth of research on each critical component
Request a scoping call

AI Governance & Model Risk

Fixed fee per phase. A gap assessment comes first; the framework or program build is priced from what it finds.

Timeline
Gap assessment: two to four weeks. Framework or program build: six to twelve weeks.
What moves the fee
  • Size of the business and its lines of business
  • Models and AI use cases in the inventory
  • Open findings from regulators, auditors, or customers, and their deadlines
  • Board or owner reporting cadence
Ongoing
Ongoing board or owner reporting, supporting whoever owns risk in-house, is available as a fixed monthly retainer.
Request a scoping call

Fix your fee in writing.

Start with a thirty-minute scoping call. We then confirm the scope, fixed fee, and schedule in writing before work starts.