CORE Advisor · Implementation Intake

Tell us what to build — we'll build it defensible.

A few questions about what you want AI to handle and what you already run. You'll get a tailored build plan — which tools, on the BAA-eligible tier of the software you already pay for — plus a path into a scoping conversation. This isn't a risk assessment: that's the separate, privileged work of our affiliated law firm, and we'll point you there. No pricing here; every engagement is scoped first.

01 What field are you in?

Pick the closest fit — it shapes the compliant tooling.

02 What do you want AI to take off your plate?

Select all that apply.

03 What's your core stack?

Select all that apply — we build on what you already run.

04 What data will these tools handle?

Select all that apply — it sets the compliant tier we recommend.

05 What's the biggest time drain right now?

In your own words — the more specific, the better the build plan.

Takes ~15 seconds

Reviewing what you want to build…

◆ Recommended first — the risk assessment

This is where to start building. The risk assessment comes first — and it's the law firm's work.

What's above is your implementation direction, not a risk assessment. A privileged AI risk assessment is the separate work of our affiliated law firm, delivered under attorney work product. We recommend starting there, so what gets built rests on protected findings — and we'll connect you when you reach out.

Your Next Step

Take this into a scoping conversation.

This is a starting direction, not a fixed plan or a quote. The next step is a scoping conversation, where we confirm the tools, the tier, the BAA, and the configuration before anything gets built — and connect you with the affiliated law firm for your risk assessment. Leave your details and we'll send this plan and reach out.

No price quoted — scoped first, always

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Your build plan is on its way.

Check your inbox. We'll reach out shortly to set up your scoping conversation. Talk soon.