Advisory Services — AI Governance

Structured governance,
phase by phase.

Every engagement follows the same structure: Assess before you Design. Design before you Deploy. No tools are recommended before governance is defined. No phase begins before the prior one is complete. This is how defensible AI adoption works in practice.

Governing Principle

All services are advisory in nature. KeaneAdvisors.AI does not provide legal advice, regulatory determinations, or compliance certifications. Each firm remains solely responsible for its own governance, supervision, and compliance decisions.

Every engagement begins
with Phase 0. No exceptions.

The AI Governance Phase 0 Assessment is the required starting point for all advisory engagements. It is not a formality. It is the diagnostic foundation that every downstream recommendation is built on.

Without a scored, documented baseline, there is no defensible governance framework to design. Without a governance framework, there is nothing to deploy. The sequence is not optional — it is the methodology.

Firms that complete the Phase 0 Assessment independently through the SaaS platform already have the inputs needed for Phase 1. Firms that want a structured advisory engagement beginning with Phase 0 can engage under the Master Services Agreement.

Two Ways to Engage
Self-Service — SaaS Platform

Complete the Phase 0 Assessment independently at app.keaneadvisors.ai. Starter plan is free. Paid plans include the PDF Governance Report. Use your results to guide Phase 1 internally or as the basis for an advisory engagement.

Start Free Assessment →
Advisory Engagement — MSA

Structured engagement under the Master Services Agreement. Begins with Phase 0 Discovery & Scoping, proceeds through Phase 1 Design and Phase 2 Limited Pilot Implementation under executed Statements of Work.

Schedule a Consultation →
00
Phase Zero — Discovery & Scoping
AI Governance Assessment

A structured preliminary engagement that evaluates current AI usage, workflows, governance posture, and operational objectives. Delivers a written Discovery Memorandum and one review meeting.

Up to 3 structured discovery sessions with firm leadership
Review of current workflows, AI tool usage, and data-handling
Written Discovery Memorandum with governance considerations
Proposed scope and pricing framework for Phase 1 and Phase 2
One review meeting to discuss findings and next steps
Not to exceed 10 professional hours
Engagement Fee
$500
01
Phase One — Design
Governance Framework Design

Advisory and architectural engagement that translates Phase 0 findings into a documented Design Framework. Covers AI use cases, workflow governance, supervision protocols, and data classification. Up to two review sessions.

Defined AI use case descriptions for approved workflows
Governance and supervision protocol outline
Data classification and handling guidelines
Risk identification and mitigation considerations
Defined success metrics for pilot testing
Not to exceed 20 professional hours
Engagement Fee
Scoped per SOW
02
Phase Two — Limited Pilot
Controlled Pilot Implementation

Structured, controlled deployment implementing the Phase 1 Design Framework within a defined pilot environment. Validates governance checkpoints, tests supervisory safeguards, and evaluates operational performance.

Configure selected AI tools within approved environments
Establish user roles and permission structures
Implement governance checkpoints from the Design Framework
Conduct pilot validation testing with structured documentation
Two pilot review meetings with firm stakeholders
Not to exceed 40 professional hours
Engagement Fee
Scoped per SOW

We are an advisory firm.
The boundaries of our work are precise.

What KeaneAdvisors.AI Does
Evaluates current AI governance posture across structured controls
Designs written governance frameworks, policies, and supervision protocols
Advises on vendor evaluation, data classification, and acceptable use
Configures selected AI tools within approved pilot environments
Validates governance checkpoints and supervisory safeguards
Documents all work in written deliverables suitable for regulatory and carrier review
Provides structured recommendations for Phase 3 ongoing optimization
What KeaneAdvisors.AI Does Not Do
Provide legal advice, regulatory determinations, or compliance certifications
Conduct formal compliance audits or assume supervisory responsibility over client personnel
Recommend AI tools before governance is defined and documented
Implement or configure production systems outside defined pilot parameters
Guarantee performance, accuracy, or regulatory compliance of third-party AI tools
Assume operational control over client workflows or legal work product
Supervise the legal work product of attorneys or paralegals

Five steps from first contact
to deployed governance framework.

01
Initial Consultation

A 30-minute no-obligation consultation to discuss your firm's current AI posture, any immediate concerns, and whether a structured engagement is appropriate. Schedule through Calendly. No commitment required.

02
Phase 0 — Discovery & Scoping

Engagement begins under the Master Services Agreement with Statement of Work A. Three structured discovery sessions, review of current workflows and AI tool usage, and delivery of a written Discovery Memorandum with governance considerations and a proposed scope for Phase 1.

03
Phase 1 — Governance Framework Design

If the firm elects to proceed, Statement of Work B is executed. Over up to 20 professional hours, a written Design Framework is developed covering AI use cases, supervision protocols, data classification, risk identification, and success metrics for pilot testing.

04
Phase 2 — Limited Pilot Implementation

If the firm elects to proceed, Statement of Work C is executed. Within a defined pilot environment, selected AI tools are configured, governance checkpoints implemented, and pilot performance evaluated over up to 40 professional hours. Two pilot review meetings with firm stakeholders.

05
Phase 3 — Ongoing Optimization (Optional)

For firms that complete Phase 2 and wish to maintain ongoing governance support, Phase 3 provides ongoing administration and optimization services. Scope, cadence, and pricing are defined in a separate Statement of Work based on the firm's specific needs following pilot completion.

Phase 0 is $500. Phase 1 and Phase 2
are scoped individually.

Phase 1 and Phase 2 pricing varies depending on the specific characteristics of the engagement. Every price is set in a fully executed Statement of Work before any work begins. The six factors that determine scope and price are:

🏛
Firm Size

Number of attorneys, staff, and locations affects the scope of governance documentation, training requirements, and supervision protocol complexity.

⚙️
Workflow Complexity

The number and complexity of practice areas, matter types, and existing workflow systems determines the breadth of governance design required.

🤖
AI Tools Involved

Each tool in use requires vendor evaluation, data retention review, and use case documentation. More tools mean broader governance scope.

🔁
Integration Requirements

API integrations, practice management system connections, and document management linkages affect the technical scope of pilot configuration.

📋
Governance Scope

Whether the engagement covers all practice areas or specific workflows, all attorneys or a pilot group, determines documentation volume and review requirements.

🔒
Data-Handling Considerations

Client-specific AI restrictions, cross-border data requirements, and sensitive matter types each require additional governance controls and documentation.

Start the Right Way

Every defensible governance program
begins with Phase 0.

Start with the free self-service assessment at app.keaneadvisors.ai, or schedule a consultation to discuss a structured advisory engagement. Either path begins with the same foundation: knowing where your firm stands before deciding what to build.