Your firm can use AI. The question is who makes it safe.
We do. We set up Claude for your firm on enterprise terms, write the rules for what client data can go where, and train your team on them. Fixed fee, nothing to resell you. The advice is the product.
9 questions. 5 minutes. Free. No email required.
Watch Claude map your firm, live.
Describe your firm in a sentence. Claude sketches your real workflow and where AI helps at every step, then shows how DoubleChecked stands it up: the tools, policies, training, and governance.
You can't ban AI. You can't let client data leak. There is a third way.
Your team is already using AI. For a regulated or litigation-exposed firm, that is a problem hiding in plain sight. Ban the tools and you fall behind the firms that use them. Let staff paste client data into a personal AI account and you are one audit question away from a real problem.
We give you the third option. Govern the AI your team already uses, configure it so sensitive data stays inside your control, and put the policy, training, and human review in place so you can prove it. The value was never the model. It is the judgment around it.
What we do
Three steps, in order. Decide where AI fits, govern it, then build it into the work your firm already does.
Decide where it fits
What to adopt now, what to pilot, what to ignore.
Before anything gets configured or built, someone has to decide where AI actually helps your firm and where it must not go. You get a written AI strategy tied to the work your firm really does, a roadmap that sequences it, and a named owner for the decisions, part-time, at the level a 20 to 250 person firm actually needs. We earn nothing on the tools you adopt, so the recommendation is the one that serves you, including when it is to do nothing.
- A written AI strategy tied to your firm's actual work
- What to adopt now, what to pilot, what to ignore
- Fixed-fee discovery, scope and price before work starts
Govern it
Policy, classification, and training that hold up under examination.
A generic AI policy sorts data by what kind of document it is. That is not enough for a regulated or litigation-exposed firm, so our GREEN, YELLOW, RED classification is keyed to authorization: whether a protective order, a court order, or a client commitment governs the material. You get an acceptable-use policy your staff can follow, an approved-tools list, training, and a recorded certification, so when a client, an insurer, or an examiner asks how you control AI, you can show them rather than describe it.
- An acceptable-use policy that fits on one page
- GREEN, YELLOW, RED classification keyed to authorization, not document type
- Staff trained and certified on your own rules
Build it
Claude on enterprise terms, and the document work built in.
Claude Teams or Enterprise, configured to your policy rather than left on defaults: contractual no-training commitments, single sign-on, and retention and access controls, so client data and MNPI never ride on a personal account. Then the repetitive document work gets built into how your firm already works, sorting, naming, and filing unstructured client files to your exact conventions, with verification at every step and an append-only audit trail. A person still ratifies the work that carries judgment, so every step the system took can be answered for.
- Claude configured to your policy, not left on defaults
- Document intake sorted, named, and filed to your conventions
- Verify before confirm, append-only audit trail, human sign-off
The same independent team runs the rest of your technology leadership, with no product to sell you.
Outcomes, not promises
Anonymized at client request. The problems, the work, and the numbers come from real engagements.
AI adoption an examiner would accept, with non-public data under control
A regulated adviser wanted to use AI, but could not put non-public client data into a consumer AI tool, and had no AI governance an examiner would accept.
We led the SOC 2 program, rebuilt the Azure and network architecture, designed examination-ready AI governance with a data classification keyed to authorization, and proved out how the most sensitive workloads stay in-house.
The firm uses AI on its own terms, with non-public data staying inside its environment, and began replacing manual workflows with custom applications.
Document intake automated without giving up defensibility
A forensic practice was losing billable hours to manual document intake, but every technology choice had to be defensible under cross-examination.
We delivered a custom document-intake automation with verify-before-confirm logic, an append-only audit trail, and human-only ratification, on a private Azure architecture.
The repetitive work is automated and fully auditable, while the expert analysis stays with the human who has to answer for it on the stand.
We outgrew our IT guy
The firm had used the same one-person IT shop for years. Tools were slow, no one trusted the backups, and leadership could not get a technology road map.
We mapped every contract and license, built a 12-month plan with quarterly goals, swapped the old shop for a vetted provider on a right-sized deal, and added a vCIO to the leadership routine.
In 90 days the firm had safe backups, same-day onboarding, and a vendor that answered in plain English. The savings paid for the whole job and then some.
Why DoubleChecked
The only thing for sale is judgment, backed by the engineering to act on it.
Independent, always
No resale, no vendor commissions. We earn nothing on the tools you adopt, so the recommendation is the one that serves you, including when it is to do nothing.
We govern and we build
Not just a policy document. We write the policy, configure the controls, and do the engineering that makes AI actually safe to use in your firm.
Built to survive scrutiny
Designed for SOC 2 audits and regulatory examinations. We know the difference between a posture that looks complete and one an examiner will actually accept.
Where to start
Three ways in. Watch Claude map AI onto your own workflow, get a scored read on your AI exposure in five minutes, or book a call and we will tell you honestly what makes sense.
Rolling a whole team onto Claude? See the rollout and training package.
Justin Kane
Owners deserve a person in their corner who knows what is at stake. Nearly 20 years leading technology, security, and operations for growing firms. Has led examination-ready AI governance and AI automation builds for regulated firms. Certified EOS Integrator. Small Business Leader of the Year. Jax IT Council board member.
Full backgroundHandling PII or MNPI? Watch the deeper demo.
See a real workflow run on a sample document, live, with every identifier stripped before anything leaves your environment. Built for firms where client data, privileged material, or material non-public information is on the line.
AI Readiness Checklist
The questions every regulated firm should answer before adopting AI
The Regulated Firm's AI Readiness Checklist
Six questions that decide whether your firm can adopt AI without putting client data, a renewal, or an examination at risk. Walk them before your next audit, not after.
- Where client data is leaving your environment through personal AI accounts
- Whether your AI controls would survive a SOC 2 audit or an examination
- Where a human, not the model, needs to ratify the output
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Frequently Asked Questions
Straight answers for leaders weighing AI and technology decisions.
Yes, with the right controls. The risk is not AI itself, it is client or non-public data leaving your control and unverified AI output reaching clients. We address both with governance keyed to your obligations, a human-in-the-loop on the work that matters, and, where the data is sensitive, enterprise-grade configuration with retention and access controls so it stays under your control.