Start with what reached the partners
What brought the issue onto the partners' agenda?
You do not need to solve the legal, technical and AI questions before calling. Bring the trigger. Tier 1 will define the control work and keep regulated or technical advice with the appropriate specialist.
An obligation or client request
The PI renewal or a client questionnaire now asks exactly which controls operate, with evidence. Guessing on the form has become its own risk.
A cyber concern or near miss
An email asked to change payment details near settlement and it nearly worked. Or a mailbox was compromised and nobody is sure what was read.
An AI decision
Lawyers are drafting and researching with AI tools nobody formally approved. Privileged material may already sit in systems the firm has never assessed.
An ownership gap
The IT provider operates the technology and closes tickets, but no senior person owns the complete risk, obligation and assurance picture.
