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AI governance for
Consulting & advisory.

Organize research, associate-consultant use and engagement restrictions, then prepare answers backed by your records.

Make AI use easier to manage.

  • Which engagement permits AI use, and for what purpose?
  • Who verifies the sources behind a recommendation?
  • Can associates reuse client material in another engagement?

Use the kits to record the answers and keep the next steps clear.

Free field guide · Can these interview notes go into an AI tool?

Start with a free tool: Shadow AI Check · Policy Starter · Readiness check · Questionnaire Starter · Help me choose

AI governance dashboard with fictional Northline Advisory recordsAI governance dashboard with fictional Northline Advisory records
Northline Advisory · Fictional worked exampleTool inventory, decisions, owners and open actions.Enlarge dashboard

One approval, fully supported.

Here’s one record from Northline Advisory’s fictional Toolkit: the use is disclosed, the evidence is attached, the decision states its reason, and the follow-up has an owner and a date. The leadership report is built from the same record.

See the full sample report

Fictional example. Review your own report before sharing.

  1. 01 Disclosure

    Associates lead disclosed ProposalDesk

    Date
    Oct 8, 2026
    Purpose
    Draft a proposal from reusable firm materials
    Information
    Firm-owned capability statements and synthetic examples

  2. 02 Evidence

    Vendor assessment attached

    Vendor assessment
    Attached
    Information boundary
    Firm-owned capability statements and synthetic examples

  3. 03 Decision with a reason

    Approved with conditions by the engagement partner

    Reason
    Vendor assessment attached and inputs limited to firm-owned capability statements and synthetic examples.
    Condition
    Practice lead checks that no previous client material or identifiable case detail is reused.

  4. 04 Follow-up

    Two associates have not confirmed their personal-tool use

    Owner
    Engagement partner
    Due
    Oct 22, 2026

Example of a gap the kit flags

ResearchDesk · Approved with conditions

No vendor assessment or reason recorded

Next action: attach the vendor assessment, or record why the use is approved without one, before relying on this approval. Owner: Engagement partner.

Also open: Two figures in the draft still lack a verified primary source. Owner: Engagement partner, due Oct 22, 2026.

Choose the kit for your task.

Each kit includes a guided dashboard, editable materials and a worked example.

Which AI tools are people using?

Gather staff disclosures and build a tool inventory, then assign follow-up actions for unknown uses.

Shadow AI Risk Kit · Consulting edition

$199 USDOne-time purchaseView kit

What rules should our team follow?

Adapt the policy, record approval and give staff a clear briefing and acknowledgment process.

AI Policy & Rollout Kit · Consulting edition

$249 USDOne-time purchaseView kit

Who decides what is allowed?

Record uses, owners, decisions and open actions in one dashboard. Export a leadership report for review.

AI Governance Toolkit · Consulting edition

$299 USDOne-time purchaseView kit

How do we answer customer AI questions?

Prepare answers with evidence references and reviewer decisions, keeping unresolved claims visible.

AI Questionnaire Response Kit · Consulting edition

$399 USDOne-time purchaseView kit

Need discovery, a policy and customer answers together? AI Readiness Bundle · $649 · Save $198

Need discovery, a policy and a record of AI decisions together? AI Foundation Bundle · $599 · Save $148

Need all four, including customer answers? AI Management Bundle · $849 · Save $297

What you’re buying

Downloadable tools for desktop browsers. A blank workspace for your own records, editable materials and a completed example. One company. One-time purchase.

Examples cover internal research and advisory delivery. They do not establish permission to use client material or replace engagement and professional review.

Preparing for ISO 42001 or Microsoft SSPA?