Review current client facts

Client facts

01: Organization
Northstar Support
02: Maturity
Series A / scaling
03: Mandate
Customer-facing copilots
04: Timeframe
2-week sprint
05: Risk areas
3 selected
06: Engagement
Governance + Eval Buildout

Decision posture

Critical

Customer-facing copilots is not launch-ready. Treat this as a control-build engagement before any expansion, with executive sign-off and evidence review before release.

Drafts stay in this browser. Scope rules run locally with no AI or background API call.

01Client intake

Establish the engagement facts.

Capture the operating context that will drive the assessment, scope, and commercial recommendation. Every downstream decision remains traceable to these fields.

Client record

Name the organization and its current operating maturity.

Company or engagementThis name appears on the scope document and proposal.Company stageFormalize evals, owners, and customer-facing controls.Decision timeframeFast scope and launch readiness decision.

System mandate

Describe what the AI system does and the environment it depends on.

Primary AI use caseThe use case sets the baseline exposure and primary audit artifact.Current stack and evidence sourcesInclude model endpoints, data sources, review queues, analytics, and known constraints.