For attorneys, accountants, and advisors
A safe introduction for your clients
Your clients ask you about AI, security, and technology risk because they trust you. When the question goes past your remit, we're a safe introduction: principal-led, discreet, and focused on what the client actually needs.
Refer a client Talk with a principal
When an introduction makes sense
- A client, insurer, or regulator asked how the firm controls AI use, and there wasn't a good answer.
- Staff are using ChatGPT or Copilot with client documents.
- A cyber-insurance renewal came with a security questionnaire.
- An exam or audit is coming and the written security program is out of date, or doesn't exist.
- The client's IT person or provider handles day-to-day support, but nobody owns security strategy.
- The client is opening a new fund, office, or entity and wants it set up right.
- A manual process is eating hours every week.
How it works
- You make the introduction, or send us a short note through the form below.
- A principal talks with your client, usually within a few business days.
- We keep you informed at the level your client is comfortable with.
- If we're not the right fit, we say so and suggest who is.
What we won't do
Pressure your client or step on your advice.
We have a formal referral partner program for firms that make introductions regularly. Ask us about it.
Refer a client
Just enough for us to follow up with you first. Please don't include anything confidential about your client here; we'll agree on next steps with you before we reach out to them.