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AI Front Office Readiness Review

Already running AI at the front desk? Make sure it's ready for scrutiny.

Clio Grow AI, Boulevard's agent, a white-label bot or a site built with Lovable, Bolt, Wix or another AI builder can all work well. They can also text without consent, skip the AI disclosure or leak data. We review what you already run and hand you a ranked fix list.

From $1,500, fixed feeCredited to a BuildA readiness report, not a certification
Readiness ReviewSample findings
Illustrative
Follow-up texts sent with no logged consentHigh
Agent never says it's AIHigh
Transcripts stored by a vendor with no BAAHigh
No "talk to a person" path after hoursMedium
AI crawlers blocked in robots.txtMedium
12 of 31 images missing alt textLow
What we review

Six areas. Every finding ranked.

Each finding comes with why it matters, how to fix it and roughly how long the fix takes, so your team or ours can work down the list.

01

Consent and texting

Opt-in wording and logs, separate marketing consent, quiet hours by time zone, STOP and HELP handling, carrier registration.

02

Disclosure and handoff

Does the agent say it's AI, offer a person and avoid posing as staff? In licensed professions, does it say it isn't a lawyer, clinician or adviser?

03

Data and BAAs

Where transcripts and recordings go, which vendors may train on them, retention settings, and which vendors have signed BAAs.

04

Basic security

Exposed keys in page code, open database rules and admin pages left public. Active tests only with written authorization.

05

Crawlers and accessibility

What AI crawlers can read, and a WCAG 2.2 A and AA check, manual as well as automated, with no overlay widgets.

06

Your industry's rules

For example attorney-advertising footers for law firms, clinical scope for health practices, licensing disclosures for real estate and insurance, and parent consent for schools.

How it works

One week, start to finish.

Day 1

Scope call

30 minutes on which tools you run and who owns them. You sign a short authorization for anything beyond public pages.

Days 2 to 6

We review

Public pages, configurations you share, sample transcripts and vendor terms. Nothing is changed on your side.

Day 7

Walkthrough

The ranked report, the evidence for your files and the fix list, in a 45-minute call. You keep everything.

Boundaries

What it is, and what it isn't.

Pixelent is led by a cybersecurity and GRC practitioner. We review for readiness and document evidence; we don't sell audits or certifications.

You get

  • A ranked readiness report with evidence
  • Findings you can hand your counsel or compliance lead
  • Fixes your team can make, with effort estimates
  • Passive review of public pages by default
  • Your review fee credited to a Build within 60 days

It isn't

  • A certification, attestation or audit opinion
  • A penetration test
  • Legal advice (we flag items for your counsel)
  • Testing anything without written authorization
  • Affiliation with any AI builder or platform
Price

One fixed fee, credited if you build.

Readiness Review
from $1,500

One site and one AI tool, reviewed in a week. Larger estates are scoped on the call before you commit.

Credit
from $1,500

The full fee comes off a Build signed within 60 days of your walkthrough.

Compliance Pack
from $500/mo

Ongoing monitoring, rule-change updates and a diligence pack, even if another vendor runs your agent.

Passive review of public pages by default; active testing only under written authorization.

FAQ

Readiness Review FAQ.

Ask Pixel how the review works, or talk to a person about your setup.

Talk to a person
We use Clio Grow AI (or Boulevard's agent). Is that a problem?

Not at all. Those can be good tools. The review checks how yours is configured and what surrounds it: consent, disclosure, handoff, data flows and the records you'd need if a regulator, a bar or a client asked.

Will you test our systems?

We review what's public and what you show us. Anything active, like testing access rules or probing an endpoint, happens only under your written authorization, on systems you own or control.

Is this a certification or an audit?

No. It's a readiness review: a ranked list of findings and fixes, with evidence for your files. It doesn't certify compliance, and we'll never describe it as an attestation or a penetration test.

What if we want you to fix things?

Most fixes are small and your team can make them from the report. If you'd rather we did, the review fee is credited to a Build signed within 60 days.

Fixed fee · one week · credited to a Build

Find the problems before someone else does.

A one-week review of the AI tools you already run, with a ranked fix list you keep.

Request a review

Prefer not to chat with AI? Reach a person directly. Or check your site first.