Identity and access
Service accounts, delegated access, credential storage, scopes, rotation, and operator roles.
Security & operations
Useful autonomy with visible boundaries.
Security posture is determined by the full architecture: environment, models, integrations, credentials, memory, logs, approvals, and operating ownership.
Agent
Identity
Tools
Memory
Models
Network
Operators
Threat model first
The agent is not one component. It is a chain of trust decisions.
A client-controlled server does not by itself make the system private. The final data flow must state which external model, document, communication, and integration providers receive information.
- Identity, credential, and least-privilege design
- Client, matter, project, and tenant separation
- Prompt-injection and untrusted-content handling
- Approval, audit, rate-limit, and kill controls
- Retention, deletion, export, and incident ownership
Control planes
Boundaries that can be inspected and operated.
Tool permissions
Read and write separation, action allowlists, thresholds, approval gates, and blast-radius limits.
Memory governance
Source authority, client scope, retrieval filters, retention, deletion, and correction paths.
Observability
Decision traces, tool events, exceptions, costs, quality signals, alerts, and incident evidence.
Deployment posture
Client-controlled, dedicated, cloud, hybrid, or local environments selected from actual requirements.
Change control
Versioned prompts, tools, policies, models, tests, rollback, and approval for production changes.
Autonomy matrix
Every action belongs in one of three lanes.
Low-risk, reversible, tested actions with complete input and clear evidence.
Example: prepare a draft status brief.Client-facing, financial, regulated, uncertain, or difficult-to-reverse actions.
Example: send an engagement package.Actions outside role, permission, law, policy, or the agreed operating boundary.
Example: make a professional judgment reserved for licensed staff.AI Readiness Audit
Make the risk map part of the first deployment—not an afterthought.
In one working session, we map the workflow, systems, approval boundaries, risks, and the most useful first deployment.
Workflow mapTop three opportunitiesRisk and approval mapIntegration inventory
Book the 60-minute audit