AI stack intake

Answer one stack question at a time.

This brief turns your current systems, AI goals, sensitive data, and subscription tolerance into a preliminary provider palette for an inCamera consulting call.

Profile
Profile

Who are we mapping the stack for?

Start with the basics. This keeps the result from pretending a solo practice and a multi-office boutique need the same rollout.

Used only in the copyable intake summary.
Optional, but useful if you email the summary.
Workspace

Where do email, files, and identity live?

Workspace choice changes administration, file access, calendars, retention, connectors, and rollout friction.

Systems

Which tools already touch client work?

Pick anything material to matters, intake, billing, document handling, or firm operations.

Work

What do you actually want AI to do?

Different work belongs in different lanes. A good drafting assistant is not automatically a research plan or medical-records workflow.

Risk

What should slow the rollout down?

These flags can override the tool recommendation. They may create a no-upload zone until terms, access, and review rules are written.

Posture

How many AI subscriptions can the firm govern?

One vendor is clean. Two vendors can be right. A portfolio needs explicit lanes, policy, and ownership.

Palette

Your preliminary stack palette.

This is not legal advice, a complete vendor recommendation, a security certification, or a final implementation plan. It is a first-call map based only on this intake.

Provider spine Not generated yet.

Use the generate action to route the stack.

Control posture Not calculated
    Consulting scope Not calculated

    The scope adjusts based on risk, budget, and workflow complexity.

    Handoff summary

    Copy or email this to start the consulting conversation.

    Your summary will appear here.
    Profile is open.