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AI Sovereignty Audit — Intake

Legal Company Name

Your Name

Best Email to Reach You

Industry

Biggest pain point with your current automation

Your Role / Title

Number of business locations

Annual revenue range

Name of your most-broken workflow

Current automation platform

Describe what the workflow does and what breaks

Estimated breaks per quarter

Maintenance hours per quarter

This workflow touches…

This workflow touches…

customer-data (PII)

financial-data

regulated-data (PHI / SOC2-scope / etc.)

Migration priority

Current primary cloud

Sovereignty concerns

Sovereignty concerns

I have sovereignty concerns about my current setup

If you have sovereignty concerns — describe briefly

Regulated industry

Regulated industry

My business operates in a regulated industry

Which regulations apply

Which regulations apply

Audit tier

Expected implementation budget range

Expected monthly retainer budget

Timeline urgency

What does success look like for you?

Constraints or caveats we should know about