Free check · Australian professional-services firms

Know where your firm’s
AI rules need attention.

Your team uses AI with client work. Check your rules for client information, approved tools and reviewing AI-generated work. Answer 12 questions to see gaps and proposed next steps based on your answers.

12 questions. See your results before deciding whether to buy.
Optional document pack: A$195 including GST · one-time purchase

For owners and practice managers

Does any of this sound familiar?

For Australian professional-services firms using tools such as ChatGPT or Copilot with client work, or preparing to start.

  • Staff use personal AI accounts for work.
  • Nobody has clearly explained what client information can be entered.
  • AI-generated work reaches clients without a consistent review process.

The free check helps you identify gaps in your current practices and see proposed actions to discuss with your team. Choose “Unsure” when you do not know an answer.

Need a hands-on review of Microsoft 365 permissions and Copilot readiness? Explore our consulting assessment.

Optional AI Trust Pack · A$195 including GST

Turn your answers into working documents.

If you need help documenting your approach, the pack prepares six drafts from your detailed assessment and reported AI systems. Review and adapt them together, instead of assembling a policy, registers and procedures from scratch.

One executive PDF, three editable Word documents and two Excel workbooks, delivered in a ZIP download.

01 / PDF

Executive report

See your score, findings, information gaps and phased actions in a format you can share with leadership.

02 / WORD

AI policy

A proposed policy to review, approve and communicate to your team.

03 / EXCEL

AI register

Record reported AI systems, owners, risks and unknowns in an editable inventory.

04 / EXCEL

Data handling matrix

A proposed handling table to help review how information is used with AI tools.

05 / WORD

Incident procedure

A proposed process for reporting, containment, assessment, escalation, recovery and learning.

06 / WORD

Draft assurance statement

A working draft for internal review. It is not authorised for external issue.

All documents require review and adoption. The pack reflects self-reported answers; it does not verify implementation, certify compliance or replace an independent audit.

See what you are getting

Explore a sample pack.

All six documents for Demo Co, a fictional accounting firm, in one PDF: the executive report as generated, the three Word documents as printed from Word, and every Excel sheet with its dropdown options listed. No email address required.

Sample executive report cover for fictional Demo Co, with a reported maturity score of 42 out of 100, Exposed.
01 Executive report PDF · 9 pagesScore, findings and a phased action plan.
First page of the sample AI use policy as printed from Word, with numbered purpose, scope and principles clauses.
02 AI use policy Word · editable · 8 pagesNumbered clauses and the supplier checklist.
Sample AI systems register spreadsheet with five reported systems, coloured risk tiers and yellow approval cells with dropdowns, shown whole and zoomed.
03 AI systems register Excel · editable · 2 sheetsFive reported systems with risk tiers and review cells.
Sample tool validation sheet with yellow dropdown cells for permitted data, account configuration, retention, model training and approval, and a Next step formula column, shown whole and zoomed.
04 AI data handling matrix Excel · editable · 3 sheetsDropdown checks per tool and a live Next step column.
First page of the sample AI incident response procedure as printed from Word, with six stages and a review record.
05 AI incident response procedure Word · editable · 1 pageRecognise, contain, record, escalate, recover, learn.
First page of the sample draft AI assurance statement as printed from Word, marked draft not authorised.
06 Draft AI assurance statement Word · editable · 2 pagesWhat you could say to clients once the conditions are met.

Inside the PDF: Domain scores · Findings · Action plan · Supplier questions · Tool validation sheet

Select a document to open the PDF at that page. Your purchased pack is a ZIP of six separate files: one PDF, three editable Word documents and two Excel workbooks. This is a fictional product example, not a client case study or issued assurance.

Now see where your firm stands.

The free check is 12 questions, and your results show on screen straight away. You don’t need to give an email address.

Start the free check

How it works

Start with clarity. Build from there.

01

Assess for free

Answer 12 questions about your current practices. Choose “Unsure” where you do not know.

02

Review your results

See your screening score, top findings and proposed actions where gaps are identified. No purchase required.

03

Choose the pack if useful

The optional A$195 pack continues through checkout to a detailed 36-question assessment and details of your AI systems.

04

Download and act

Download your generated pack, review it with the right people and adopt the actions and documents you need.

A clear choice

Start free. Know what comes next.

Review your screening results before deciding whether you need the full pack.

Your starting point

Free AI assessment

A$0

12 questions about your AI rules, information handling and oversight.

  • Screening score based on your answers
  • Up to three top findings with proposed actions
  • No purchase required for screening
Start the free check

Common questions

Before you begin

What does the free assessment tell me?

It gives you a screening score and up to three top findings from 12 self-reported answers, with proposed actions where gaps are identified. Use these to discuss next steps with your team. It is not a full assessment or evidence that your AI use is safe.

Do I have to buy the pack?

No. You can review the free screening results before deciding whether to continue to the pack journey.

When do I pay for the pack?

Start with the free screening and review your results. If you choose the pack, checkout comes before the detailed questionnaire. Once your answers are complete, your pack is generated for download.

Is this the same as Navigator’s consulting assessment?

No. The AI Trust Pack is a self-service governance assessment and document pack. Navigator’s AI readiness consulting assessment is a separately scoped engagement covering Microsoft 365 data exposure, permissions, governance and implementation priorities.

Can I see a sample before buying?

Yes. Preview and download a sample pack for a fictional business, without providing an email address. The sample PDF covers all six documents; the purchased pack includes separate PDF, Word and Excel files.

Can we edit the documents?

Yes. The pack contains three Word documents and two Excel workbooks alongside the executive PDF. Review and adapt the drafts before approving and adopting them in your organisation.

Does the pack certify that we are compliant?

No. It is based on your answers and does not verify your controls or certify compliance. The assurance statement is a draft for internal review and must not be issued externally.

What information will the detailed assessment ask for?

The pack journey asks for your organisation’s context, answers to 36 governance questions and details of the AI systems you use. Read the application’s collection notice before entering information.

What if I need help or a refund?

Email support@navigatorconsulting.com.au with your order reference and the issue. If you request a refund within 14 days of purchase and have not submitted the detailed assessment, we refund in full. After generation, change-of-mind requests are considered case by case. If your pack is not delivered within 24 hours and we cannot fix it, you choose a refund or a re-supply. Your Australian Consumer Law rights apply regardless. Read the refund and support terms.

Your next step

Know what to discuss with your team.

Check your AI rules. See the gaps and proposed next steps.

Free screening · Optional one-time pack purchase