Free Guide · Governance, Security & Compliance
Find Every AI Risk in Your Business in 30 Days
Four plain-language frameworks that surface hidden AI use, rank what could actually hurt you, and give your team rules they'll follow, no IT department required.
Right now, someone on your team is pasting client, patient, or donor information into an AI tool you've never heard of. Banning AI won't stop it. It just pushes the risk onto personal accounts where you have zero visibility, and if something goes wrong, the liability lands on you, not the tool.
This playbook gives you a complete AI risk assessment you can run yourself in 30 days. You'll take a Shadow Census of every AI use already happening, score each one with the Blast Radius Test, publish one-page Green Room Rules your whole team can memorize, and install the Two-Key Standard so no unreviewed AI output ever leaves your building. Checklists, scripts, and a week-by-week plan included.
Montalvo Corp builds AI systems and governance for real businesses: law firms, medical practices, financial advisors, trades, and faith-based organizations. No developer jargon, no 40-page policies nobody reads. Just frameworks that hold up when a client, a carrier, or a regulator asks what you're doing about AI.
Inside the guide
Run the Shadow Census to surface every AI tool your team already uses, including the ones nobody admitted to
Score each AI use with the Blast Radius Test and know exactly which risks need fixing in 30 days
Publish one-page Green Room Rules that tell your team what's allowed, what's conditional, and what's off limits
Install the Two-Key Standard so no unreviewed AI output ever reaches a client, patient, or regulator
Follow a week-by-week 30-day plan, including the break-glass script for the day something goes wrong
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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 Risk Assessment Playbook?
A 30-day, do-it-yourself AI risk assessment for law firms, medical practices, financial advisors, trades, and ministries. Four plain-language frameworks that find hidden AI use, rank the real risks, and put guardrails where they matter. It's a free 11 min guide from Montalvo Corp, available as an instant PDF download.
What will I learn in this guide?
Run the Shadow Census to surface every AI tool your team already uses, including the ones nobody admitted to. Score each AI use with the Blast Radius Test and know exactly which risks need fixing in 30 days. Publish one-page Green Room Rules that tell your team what's allowed, what's conditional, and what's off limits. Install the Two-Key Standard so no unreviewed AI output ever reaches a client, patient, or regulator. Follow a week-by-week 30-day plan, including the break-glass script for the day something goes wrong.
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-risk-assessment and the PDF arrives in your inbox immediately, free.
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