“We want an AI assistant, but we don't know where to start.”
Catherine runs a 35-person accounting firm in Laval. One Friday, she discovers part of her team is already using ChatGPT to draft client emails and summarize files — sometimes pasting in excerpts from tax returns. Nobody asked permission: the tools simply showed up.
Rather than ban them, she decides to equip the firm officially. Two vendors are courting her: impressive demos, productivity promises… and 40-page contracts in English she has no time to read. Between client confidentiality, her professional obligations as a CPA and Law 25, she feels like she's moving without a safety net.
In the initial consultation, we scope three low-risk use cases to start with. Comparing the vendors through a data lens reveals that one of them grants itself the right to train its models on client documents — eliminated. We draft the internal usage policy, then the deployment contract: hosting in Canada, no training on her data, acceptance criteria.
Ten weeks later, the assistant is in production, the team is trained, and no client data flows through unframed tools anymore.
What we do
Use-case scoping, vendor comparison through a data and security lens, an internal usage policy and a framed deployment contract.
Path : Initial consultation → scoping → deployment contract.