AI and Automation Audit.

An audit, not a sales call.

The deliverable is a PDF and a 60-minute walkthrough. The walkthrough is a walkthrough, not a pitch. You leave with three workflow recommendations, three AI recommendations, a maturity scorecard, a 30-day plan, and a “what to ignore for now” page. Whether you commission any of the work afterwards is your decision and a separate engagement.

The six dimensions we score

Each dimension is scored one to five with evidence drawn from observation, interviews, and document review. The combined picture shows where AI and automation are paying back, where they are silent, and where the next move sits.

Deployment depth. What is actually in use day to day, not what is licensed. A team with five Copilot seats and one habitual user is a one, not a five.

Systems integration. Whether the AI and automation steps connect to your real systems (practice management, accounting, CRM, document store) or sit in parallel as side tools your team copy-pastes into.

Data and context. Whether the systems can see the data they need to be useful: customer history, prior decisions, policy documents, the actual source of truth. Most “AI is not working for us” verdicts trace back to this row.

Outcomes. Whether the work is measurable. Time saved, errors reduced, decisions made faster, capacity freed. If no-one can point to a number, the score is low whatever the spend.

People. Whether the team trusts the tools, knows when to override them, and has somewhere to raise problems. Adoption is a behaviour, not a rollout email.

Governance. Whether someone owns the data flow, the retention policy, and the processor relationships. This row has become material since AI started routing client financial data through new third-party processors. GDPR Article 28 obligations do not disappear because the AI was easy to switch on.

How the week runs

Monday is three process discovery sessions on site or video. One with the partner or owner. One with whoever runs operations day to day. One with a senior team member who actually does the work. The point is to see how work flows in practice, not how the org chart says it does.

Tuesday is three more sessions covering the six maturity dimensions, with the right people in the room for each. Governance with whoever owns data and compliance. People with whoever runs the team. Outcomes with whoever sees the numbers. We cover the dimensions in the order they reveal each other.

Wednesday is the cut-off for any follow-up answers. We then score everything against the rubric, draft the workflow and AI recommendations, build the scorecard, and write the 30-day plan.

Thursday is internal sense-check. We re-read the report against the evidence and the scoring rubric. Anything that does not stand up to “what is the evidence for this score” gets revised or removed.

Friday is a 60-minute walkthrough call. We hand over the PDF, walk you through the headline finding, the scorecard, the three workflow recommendations, the three AI recommendations, the 30-day plan, the “what to ignore for now” page, and the build pricing on the final page if you want it. We answer questions. We do not pitch.

Why this is an audit, not a pitch

The methodology aligns to internal audit and process optimisation discipline. The six dimensions are the same rows an auditor would assess in any operational function: where is the spend, where is the value, where is the risk, who owns it, and what is the evidence. The automation and AI layer is the part of the business those rows have not historically been applied to.

The reason an independent audit matters is the same reason an independent audit of any kind matters. Anthropic will not tell you whether you should toggle on Claude for Small Business. Microsoft will not tell you Copilot is being underused or oversold. The platform you build on is not the right party to assess whether the platform you build on is the right choice. We are independent AI and automation specialists. No vendor pays us, no commission flows from any recommendation, and the build pricing on the last page is the build pricing whether you commission it or not.

If you decide to act on the report, an Automation Build or an AI Integration becomes the next engagement. Or you take the report and act on it yourself. Or you hand it to whoever is already doing the work. The audit is the audit.