Home / Scope the assessment

Start with the assessment.

A structured review of how work and client data actually move through your firm: where the hours go, where files end up, and what would not hold up in a licensee review. Fixed fee. You keep the findings, the exposure register, and a costed roadmap, whoever you build with.

The scoping call · 30 minutes
  1. 01You tell us which regulators are in scope, and we start there.
  2. 02We walk through three figures your team gets asked about most.
  3. 03We map each to the evidence chain and tell you which we cover today.
  4. 04If it is a good fit, we propose a Design Partner pilot scope. If it is not, we tell you.

Not sure what the output looks like? The sample audit pack is the exact format the assessment produces, on sandboxed data. Prefer email? hello@abrlabs.io reaches the founder directly.

How engagement works.

We scope each engagement rather than list a price. It starts with the assessment.

  1. 01
    FIXED FEE

    ASSESS

    Current-state review across workflows, data movement, and obligations: where the hours go, what is exposed, what cannot be evidenced today.

    YOU KEEP · findings report · exposure register (incl. cyber and shadow AI) · costed capability roadmap. Yours regardless of who you build with.

  2. 02
    SCOPED

    BUILD

    The capabilities you selected, built into your systems and your tenancy. Delivered in stages; each stage signed off against the scope before the next begins.

    YOU KEEP · the running capability · the scope record · stage sign-offs

  3. 03
    BEFORE LIVE

    CERTIFY

    Nothing goes live until we have shown it works: trails verified end to end, residency confirmed, replay run, and the sign-off chain exercised in front of you.

    YOU KEEP · the certification file, written for your compliance officer

  4. 04
    STANDING

    MANAGE

    When the obligations change, we update the build to match. Scheduled reviews against the regulatory calendar, re-certification when anything material changes, and a named person who knows your firm rather than a ticket queue.

    YOU KEEP · a current certification file · review records · an exit path with your data and evidence intact

Scope the assessment.

Tell us a few specifics. The team will reply within one business day with a confirmed slot.