The Snapshot.
A focused 30-minute executive conversation to find where AI or contract operations is creating risk in your business — and what, if anything, to do about it.
You leave with a practical written recommendation. If the answer is "no action needed yet", we will say so. The Snapshot is not a sales call.
Book your Snapshot on Calendly →
Where shadow AI exposure sits
Which teams, which workflows, which data categories are already inside tools you haven't approved.
Which contracts are most exposed
Where contract data — MSAs, SOWs, negotiation positions — may be entering unmanaged AI tools.
Whether a diagnostic is justified
A clear recommendation: whether a paid diagnostic is the right next step, and why.
Or: no action needed yet
If the answer is 'not yet', we will say so. The Snapshot is a recommendation, not a sales pitch.
Two tracks. Same 30 minutes. Same entry point.
Not sure which track applies? Book anyway — we will identify the right one in the first five minutes, or confirm that both are relevant.
AI Data Safety Snapshot
For leaders who suspect staff are using unapproved AI tools on sensitive data — but don't know where, on what, or how to govern it without banning tools entirely.
- ? Do you know which AI tools your staff are using day-to-day?
- ? Has a board member or client asked about your AI data policy?
- ? Do you have an approved-tool list and plain-English data rules?
- ? Can a manager answer 'what did your team use AI for this week'?
Contract Operations Snapshot
For GCs, COOs and commercial leads where contracts are slow, intake is inconsistent, or a CLM was bought but isn't delivering the operational improvement expected.
- ? Does every contract enter your team through the same process?
- ? Can you see your contract pipeline, cycle time, and exception rate?
- ? Does your CLM have intake rules, triage logic, and playbook positions configured?
- ? Do approvals travel by email with no named threshold or audit trail?
Not sure which track? Book a general Snapshot — we route you to the right one in the first five minutes.
Book a general Snapshot →What actually happens in a Snapshot.
You book
Pick any 30-minute slot on Calendly. No forms to fill in, no documents to prepare.
We talk
Rajnish Kohli leads the call directly. You describe the situation honestly. We ask clarifying questions.
We recommend
Within the call or within 24 hours, you receive a written recommendation: right track, right next step, right timing.
You decide
No obligation. No follow-up sequence. If the answer is 'not yet', we stay in touch only if you want us to.
A 30-minute conversation. A 60-day control plan.
"A partner at a 200-person professional services firm contacted us after realising a staff member had pasted a client's draft acquisition terms into ChatGPT for a quick summary. No policy existed. No approved tool list existed.
The Snapshot took 30 minutes. We identified three departments with active shadow AI use and two categories of data at immediate risk. The written recommendation arrived within 24 hours.
The paid diagnostic ran for 3 weeks and produced a board-readable report. Implementation took six weeks. The firm now has an approved-tool list, a two-line data rule every employee can recite, and a manager routine that takes four minutes per week."
"The Head of Legal at a 150-person SaaS company booked a Snapshot after their GC left and a backlog of 60+ contracts had accumulated. The CLM purchased 18 months earlier had no intake rules configured and was barely used.
The Snapshot identified that the core problem was not the CLM — it was the absence of a triage logic and routing structure. Contracts were arriving by email and being prioritised by whoever had capacity.
The diagnostic redesigned the intake form, configured triage rules in the existing CLM, and produced a routing structure with named reviewers. Implementation took four weeks. Cycle time dropped by 40% within the first month."
Not an account manager. Not a sales rep.
The person who does
the work.
Rajnish Kohli leads every Snapshot personally. He has over 40 years of executive technology leadership across financial services, professional services and regulated operational environments in the UK and India.
He has built and operated workflow platforms handling 60,000+ debtor records and learning management systems serving 150,000+ users — environments where data discipline, exception handling and user adoption are not optional. The same disciplines he applies to shadow AI governance and contract operations for SME and mid-market teams.
The person in the Snapshot is the person who leads your engagement. No handoffs to junior consultants. No account managers between you and the work.
Questions about the Snapshot.
Who is on the call?
What should I prepare?
Is there any cost?
What if we're not a fit?
Do I need to upload any documents?
What happens after the Snapshot?
Find where the exposure is.
In 30 minutes. For free.
No documents needed. No sales pitch. No follow-up sequence unless you want one.
Book your Snapshot on Calendly →