Claremont Security
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Claremont Security
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Twelve questions on how your firm handles AI and client data
Twelve questions about how your firm actually uses AI today, not how you intend to. Takes about four minutes and produces a scored report with the specific gaps, written so you can put it in front of partners without translating it first.
A geometric encoding of your twelve answers. Each point is one question. Near the centre means a gap; at the rim means a control in place. The four quadrants are the assessment areas, and the weight of the line is your overall score.
Two firms with the same score but different gaps produce different marks. Re-run this after remediation and the change is visible.
Optional. We will read the findings and reply with what we would prioritise for a firm in your position. No obligation, and we do not add you to anything.
Nothing you answer is transmitted or stored unless you choose to send it. The assessment runs entirely in your browser and the results disappear when you close the page. This is a general self-assessment, not a formal audit or compliance opinion.
Four areas: whether client data is leaving firm control through unmanaged tools, whether anyone is accountable for AI decisions, whether output is being reviewed before it reaches clients and filings, and whether your written policies reflect what staff are actually doing. Firms usually score well in one area and discover a gap in another they had not considered.
Readiness assessments that ask about intentions produce flattering, useless scores. These ask what is happening now. A firm where three people quietly paste client data into a personal AI account is in a materially different position from one where nobody does, regardless of what either policy document says.
The report names the gaps in order of exposure. Most are closeable without buying anything. If you want help closing them, that is what we do. More free tools at claremontsecurity.com/tools, including a WISP builder.