Benefit — knowing your category first
What it saves you to know before someone else asks
Every firm already has a Category A / B / C stance on every AI system it runs. The question is only whether the firm knows it before defense counsel, disciplinary counsel, plaintiff-class counsel, or the carrier does.
Four moments
- Malpractice-carrier renewal. Renewal questionnaire has an AI-governance section. If you already know you are A, the answer is a one-page attachment. If you don't know, the underwriter's follow-up probes surface the gap.
- State bar inquiry. A client complaint opens a disciplinary file. Response window is limited. Knowing the category BEFORE the letter moves the response stance from "we're investigating now" to "we identified and remediated on Day X."
- Defense-counsel discovery motion. Opposing counsel files under FRCP 37(e). Category A/B/C answer + one-page evidence + named remediation is the credible response. "We think it's fine" is not.
- Class-adjacent pre-suit demand letter. Plaintiff-class counsel sends a per-segment adverse-impact letter. Dated per-segment measurement + Snapshot-graded stance is the opening negotiation lever.
Cost of learning your category the wrong way
Reactive stance cost: external counsel + rush-audit + remediation-under-fire typically runs 5-20x the cost of the same discipline applied ahead of time. And the reactive-response record does not carry the same credibility.
Multi-venue chain: once the category becomes visible via one venue (carrier, bar, defense counsel, plaintiff-class), the other venues typically converge within 6-18 months. Sequential response cost stacks.
Proactive stance cost: $499. Below procurement threshold. Direct-buy. 3 business days. A/B/C determination + 3 fix-first items + signed declaration.
What "knowing" changes operationally
- Category A — keep the Snapshot on file. Cite in renewal questionnaire + bar CLE binder + defense-litigation stance.
- Category B — work the 3 fix-first items over the next 30-60 days. Re-audit. Move to A. Document the journey.
- Category C — freeze / hold-for-manual-review + retention hold + notify Managing Partner + GC + malpractice-carrier point-of-contact. Then work the 3 fix-first items. Then re-audit. The 30-day plan is on the record you already have.
Who at your firm cares
- Managing Partner — firm-wide risk visibility
- General Counsel / Ethics Partner — litigation-hold + response readiness
- Chief Compliance Officer — bar + carrier response readiness
- CFO / Finance Partner — reserve implications for the reactive-response scenarios
- Insurance Broker — renewal-cycle positioning
$499. 3 business days.
Answer the question every stakeholder eventually asks — before they ask it.
Buy $499