For consulting firms
Claude, implemented and managed for your consulting firm.
Every engagement runs under a non-disclosure agreement, and your consultants are already building decks, models, and memos with AI on client data. The NDA applies to the tool too.
Already happening
What your staff are doing today.
Not to assign blame. The assessment starts by finding it, tool by tool, so the ungoverned path can be replaced with a governed one.
- —Building decks and memos from client documents in personal AI accounts
- —Cleaning and analyzing client data exports with tools the client never approved
- —Drafting proposals and statements of work by reusing prior client material
What already binds you
The rules did not change when the tools did.
Every finding in the report is tied to the duty or standard it falls under, so the fix is defensible to whoever asks.
- —Client non-disclosure agreements and the security terms in your master services agreements
- —Client security questionnaires that now ask which AI tools touched their data
- —Your own engagement quality standards — deliverables reviewed before they ship
The assessment
Two weeks. Fixed fee. You keep the report.
Two weeks inside your consulting firm. We find where AI is already in use, which client information it touches, and under what policy — interviews with the people doing the work, a review of the tools they actually use, and a walk through the policies you already have.
A baseline Company Skoor — your score against the published rubric — and a written finding for every gap, tied to the duty or standard it falls under, with a remediation plan priced for phase two. Yours to keep whether or not you continue.
A fixed fee, quoted on your size before you commit and fixed once quoted. If you go on to implementation, the full fee is credited against it.
If you continue: Claude on your own devices, a written profile per role, connectors allowlisted, the audit trail wired to a store you control, staff trained. Then annual maintenance, with every agent scored continuously.
Rubric v1.0 is scoped to CPA firms. A rubric for consulting firms is published here before the first engagement, and the standards it tracks are named in the report. The rubric →
What a deployment looks like
A written profile per role.
Permissions scoped to what that role may touch, connectors allowlisted, review where the work goes out under your name. Examples, not a menu — yours are written from the findings.
- —Consultant — analysis and drafting, engagement-scoped connectors, client data with consent
- —Engagement manager — review and sign-off, the audit trail per engagement
- —Business development — proposals from your own material only, no prior-client leakage
Why the number is worth something
Start with the assessment.
Two weeks. A fixed fee, quoted on your size and credited in full against implementation. A baseline Company Skoor and a written finding for every gap — yours to keep either way.
Also for law firms · accounting firms
Claude is a product of Anthropic, PBC. Skoor is an independent implementer and is not affiliated with or endorsed by Anthropic. A Skoor scores controls; it is not a legal opinion.