Free Guide · Governance, Security & Compliance
Your Team Is Already Using AI. Govern It in 30 Days.
Four easy-to-implement frameworks that let your firm move fast with AI without risking your clients, your license, or your reputation.
Somebody on your team is pasting client information into a free AI tool right now, and you probably don't know about it. Banning AI just pushes it underground. Ignoring it means your exposure grows every day. Either way, when something goes wrong, it lands on your desk.
The AI Governance Framework gives you a third path: four simple systems (the Permission Ladder, the Two-Door Test, the Signature Rule, and the Fire Drill Protocol) plus a week-by-week 30-day rollout plan. One-page rules, real scripts, and decision checks anyone on your team can run in five seconds. No compliance department required.
Montalvo Corp builds AI systems for law firms, medical practices, financial advisors, trades, and churches: real businesses with real liability, not tech startups. Every framework in this guide comes from work with actual client firms, written for smart operators in plain business language.
Inside the guide
Build a four-rung Permission Ladder that defines exactly who can use AI for what, on one page
Run the five-second Two-Door Test that stops sensitive client and patient data from ever leaving your walls
Install the Signature Rule so every AI-assisted document ships with a named human who checked it
Create a Fire Drill Protocol that turns an AI mistake into a 30-minute fix instead of a crisis
Roll out the entire governance system in 30 days with a specific week-by-week action plan
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Go further
The guide is the thinking.
This is the doing.
The AI Advantage Playbook: Turn Claude Into Your Best Employee in 30 Days. Every framework from all 95 guides, distilled into one execution system: the checklists, the prompts, the build order, and the guardrails.
One-time payment. Instant download. Built for operators, not engineers.
Common questions
What is The AI Governance Framework?
A practical 30-day system for governing AI use in your firm: who can use it, what data it can touch, who reviews the output, and what to do when something goes wrong. It's a free 12 min guide from Montalvo Corp, available as an instant PDF download.
What will I learn in this guide?
Build a four-rung Permission Ladder that defines exactly who can use AI for what, on one page. Run the five-second Two-Door Test that stops sensitive client and patient data from ever leaving your walls. Install the Signature Rule so every AI-assisted document ships with a named human who checked it. Create a Fire Drill Protocol that turns an AI mistake into a 30-minute fix instead of a crisis. Roll out the entire governance system in 30 days with a specific week-by-week action plan.
Who is this guide for?
Business owners and operators, especially legacy professionals (law, medical, financial, trades, professional services) and faith-based organizations. Difficulty level: Beginner. No technical background required.
How do I get the guide?
Enter your name and email at montalvocorp.com/guides/ai-governance-framework and the PDF arrives in your inbox immediately, free.
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