Situation
A management consultant was using six AI tools across client work — summarization, drafting, research, transcription — with no documentation of which tools touched which client data.
Prospective clients began asking about AI usage during onboarding. The consultant had no inventory, no written policy, and no consistent answer.
Approach
They worked through the AI Readiness Workflow over a weekend. The inventory step captured all six tools with owners and data types. The risk review prompt lab surfaced two gaps: one tool trained on inputs by default, and one had no available data processing agreement.
They produced an AI Readiness Readout summarizing findings and corrective actions taken.
Outcome
A one-page AI usage policy and a tool inventory sheet shared with clients during onboarding. No legal review required — a working document describing current practice, not a compliance filing.
Composite scenario. Does not represent a specific client or named organization.