Astreon

Founding-client rate: 20% off for the first five firms that sign by March 31, 2027, on any service bought in the 12 months after their first engagement letter (monthly and quarterly plans started in that time: 20% off for their first 12 months), in exchange for considering a short testimonial (published only with your approval) and permission to use de-identified findings.

Advisory Start here, before any path

See what AI your firm already has.

Clio, Microsoft 365, Google Workspace, Zoom and Adobe all ship AI features, some on by default. The audit finds every one your firm already pays for, shows where each sends client data, lists each setting to change (Tier 2 includes a session making the changes with your administrator), and finds the licenses nobody uses.

Start here

AI Feature Audit

$1,500up to 3 platforms, 15 users
$2,500up to 6 platforms, 30 users, settings session included
2 weeksturnaround

A 4th platform at the first tier: $400, or move up to the second tier.

Free with any one-time service. Buy a one-time Advisory service within 60 days of the readout, the bundle included, and the audit fee is credited toward it, up to that service's fee. The credit goes toward one service, never toward monthly or quarterly plans.

What you get
  • AI Feature Inventory: every AI feature in Clio, Microsoft 365, Google Workspace, Zoom, Adobe and the tools your staff actually use — on or off, who has access, what client data it touches, vendor terms with links and dates, risk rating, recommendation
  • Client Data Flow Diagram (one page)
  • Settings Change List with screenshots
  • Waste and Gains: unused paid seats in dollars per year; features worth turning on with hours saved
  • 90-Day Adoption Plan
  • 60-minute readout with partners
Start with the free AI Policy Check

All prices plus Washington sales tax. Outside these scopes: $250 per hour, quoted in advance.

Where next

Every price on one page →

Start here, free

Ten questions. Your firm's AI Snapshot, on the spot.

The tools your staff use, risk flags, three next steps, and what it would cost to fix them. Then a 30-minute call if you want one.

Free AI Policy Check

Or the free Starter AI Policy