AI Readiness Check

Know what AI can safely improve before you adopt it.

Unclear AI risk becomes a plain-English readiness report with prioritized next steps.

Protect client data with an AI access review across users, devices, and Microsoft 365.

Reduce tool sprawl by mapping approved AI use cases to security and compliance needs.

Move faster with assessment scheduling within 2 business hours and a practical action plan.

Turn AI uncertainty into proof, with clear findings, actions, owners, and business value.

Request a Quote for AI Readiness Check

Perimetra Clients

Clear Guidance Before AI Adoption

See why sensitive-data teams value plain-English findings and practical next steps.

Awards & Certifications

What Your AI Readiness Check Covers

Secure, practical AI adoption planning

Data Access Review
See Where Data Is Exposed

AI readiness starts with knowing where sensitive information lives and who can access it. Perimetra reviews the systems that matter most to law, medical, and accounting teams, including Microsoft 365, endpoints, shared files, email, and user permissions.

The outcome is a plain-English view of data exposure, access gaps, and practical controls that should be in place before AI tools are connected to client, patient, or financial records.

AI Policy Guidance
Set Clear AI Rules

Unapproved AI use can create confusion around what staff can enter, store, summarize, or share. Perimetra helps define clear AI usage guidance that fits your firm, your data, and your compliance expectations without burying your team in technical language.

You get practical policy recommendations for approved tools, restricted data, user responsibilities, vendor review, and documentation that supports consistent decisions across the business.

Security Control Check
Confirm Security Controls

Before AI becomes part of daily workflows, your core security controls need to support it. Perimetra reviews identity settings, endpoint protection, email security, logging, monitoring, and response capabilities to identify gaps that could affect safe adoption.

The review connects each finding to a business outcome, such as limiting unnecessary access, improving visibility, supporting audit-ready documentation, and helping your team respond quickly when unusual activity appears.

Use Case Mapping
Prioritize Useful AI Use

AI can improve productivity when it is matched to the right work. Perimetra helps identify use cases that make sense for your team, such as document drafting support, research assistance, intake workflows, reporting, internal knowledge search, and administrative automation.

Each use case is evaluated for data sensitivity, access needs, staff impact, vendor risk, and the controls required to move forward with confidence instead of trial-and-error adoption.

Vendor Risk Review
Evaluate AI Vendors

Many firms already rely on outside software platforms, cloud tools, and service providers. Perimetra reviews how AI-related vendors should be evaluated, what questions should be documented, and where contract, data handling, or access concerns may need closer attention.

The goal is not to slow decisions down. It is to give you a repeatable vendor review process that supports faster approvals, clearer accountability, and better protection for sensitive information.

Action Roadmap
Leave With Next Steps

The final deliverable is a clear, prioritized roadmap that explains what was reviewed, what was found, and what should happen next. Recommendations are organized by risk, effort, and business value so leadership can make informed decisions without sorting through technical noise.

If remediation is needed, Perimetra can help with implementation planning, Microsoft 365 adjustments, endpoint visibility, policy updates, monitoring, and ongoing support.

Our Elite Partners

AI Readiness Backed by Practical IT and Security Metrics

20 Min
Free Security Assessment Duration
30 Day
Free Pilot Length
142
Threats Blocked Per Day
Visual guide illustrating the AI Readiness Check to assess AI integration before making commitments.

Adopt AI With Clear Security Boundaries

Turn AI Questions Into a Practical Roadmap

Security-focused evaluation of AI infrastructure for the AI Readiness Check, emphasizing foundational safety measures.
Visual guide illustrating steps for an AI Readiness Check to transform interest into a strategic action plan.

Get Recommendations Your Team Can Actually Use

Book Your AI Readiness Check

Get a clear AI risk picture before tools touch client data.

Frequently Asked Questions