Offer
Compliance Rider
Guardrails that make AI defensible in a regulated firm.
The controls that let a regulated firm say yes to AI: retention and sensitivity labels, data-loss prevention, audit and e-discovery configuration, guardrails on what agents can see and do, and an evidence pack that documents all of it. We prepare the posture and the evidence - a third party certifies.
BEST FIT
Regulated firms where compliance has said no to AI - or where the answer is yes only with retention, DLP, and audit posture in place first. Also the right add-on once agents are in production.
NOT FOR
Firms looking for legal advice or a formal SOC 2 or ISO certification audit. We prepare the controls and the evidence; certification is issued by an independent third party.
How It Works
How the engagement works.
Every phase ends with a decision you make: confirm the scope, approve the next checkpoint, or pause before new work begins.
Posture & Labels
Retention policies and sensitivity labels designed against your regulatory obligations and applied across the tenant.
Prevention & Guardrails
Data-loss prevention rules configured, audit and e-discovery switched on and verified, and guardrails placed on agent access and behavior.
Evidence Pack
The controls, their configuration, and their operation documented into an evidence pack your auditors and regulators can work from.
Deliverables
What is included.
Every item listed is included in the engagement scope. The goal is a usable business outcome, not a pile of ambiguous consulting notes.
INCLUDED IN THIS ENGAGEMENT
- Retention policies and sensitivity labels in force
- Data-loss prevention rules configured and tested
- Audit and e-discovery configuration verified
- Guardrails on agent access and behavior
- Evidence pack documenting controls and operation
NOT INCLUDED IN THIS ENGAGEMENT
- Legal advice or regulatory representation
- Formal SOC 2 or ISO certification (a third party certifies)
- General tenant administration (see M365 Admin-as-a-Service)
PRICING STRUCTURE
Pricing structure.
Runs as a monthly add-on to the retainer or as a fixed preparation engagement ahead of an audit. Quoted after a compliance-posture review.
Model
Monthly retainer add-on or fixed preparation engagement
Quote point
Quoted after a compliance-posture review
INCLUDED IN THE PRICE
- Retention, labeling, and DLP configuration
- Audit, e-discovery, and agent guardrails
- Evidence pack
WHAT SHAPES THE QUOTE
- Regulatory scope
- Tenant size
- Agent surface to govern
Start Here
Leave with the next decision clear.
A 30-minute conversation is enough to confirm fit, identify what must be scoped, and decide whether this offer is the right starting point.