See clearly first. Decide what to do second.
Most firms we meet believe their technology, security, compliance, and AI are in good shape. The trouble is, almost no one can say for sure, because no one has a clear picture of what’s actually happening. That’s what these assessments are for. Not a sales quiz. Not a scare report. A straight, useful read on where you stand, so you can decide what matters first. We assess before we prescribe, and this is where that starts.
Not sure where to start? Start here
Overall Technology & Risk Assessment
One honest read across the whole picture: your technology, cybersecurity, AI, business continuity, compliance, and how your technology is managed. If you only take one, take this one.
You have a specific concern
Cybersecurity Assessment
Whether you can prove your security, not just feel secure.
AI Readiness & Governance Assessment
Where AI is already showing up in your business, and whether there are guardrails around it.
Compliance Readiness Assessment
Whether you could demonstrate compliance today, not just point to policies on paper.
Business Continuity & Recovery Assessment
Whether the business could keep running, or recover quickly, when something important fails.
Assess your firm by industry
Each of these looks at the pressures specific to your field. The Law Firm assessment is available now. The others are rolling out. Until yours is ready, the Overall Assessment covers the same ground.
Law Firm Assessment
Confidentiality, matter and document access, cyber-insurance readiness, AI governance, and continuity.
Healthcare & HIPAA Assessment
PHI security, HIPAA in actual practice, devices, access, AI tools, and whether you can prove compliance.
Finance & Accounting Assessment
Busy-season reliability, client data, FTC Safeguards readiness, continuity, and AI governance.
Insurance Assessment
Client information in motion, distributed staff, access management, data-security rules, and AI use.
Manufacturing Assessment
Downtime and production continuity, IT and OT separation, legacy equipment, ransomware, and recovery.
Architecture & Engineering Assessment
CAD and BIM files, version control, secure collaboration, intellectual property, and field work.
Wealth Management / RIA Assessment
Client financial data, wire-fraud exposure, communications capture, regulatory evidence, and exam readiness.
Professional Services Assessment
Technology fragmentation, systems integration, access and security, continuity, and AI adoption.
What you get
Every assessment gives you something useful the moment you finish, before you hand over a single detail about yourself. You’ll see your overall finding, then a plain breakdown: what’s strong, what’s worth reviewing, where the meaningful gaps are, and where you simply can’t see clearly yet.
And you’ll get the three things we would pay attention to first, based on your answers. Real things, in plain language. AI is moving faster than your governance. Your security looks stronger than your ability to prove it. Recovery exists, but hasn’t been tested lately. That kind of read is the point. The score, if there is one, stays in the background.
If you want the complete results and our recommendations written up, we’ll email them to you. And if you’d like a second set of eyes, someone from Sagacent can walk through your results with you, explain what we would look at next, and answer your questions. No obligation, either way.
Ready to see where you stand?
Start with the overall read, or pick the one that matches what’s on your mind. It takes a few minutes, and you’ll know more than you did before you spend a dollar.
Common questions
No. You’ll see your finding and priorities as soon as you finish. If you want the full write-up and our recommendations emailed to you, you can ask for that, but the useful read is yours either way.
No. It’s a diagnostic. The whole point is to help you see your own situation more clearly. If it turns out you’d like help, we’re here, but there’s no obligation and no pressure.
If something specific is on your mind, take the assessment that matches it. If you’re not sure, take the Overall Technology & Risk Assessment. It covers the whole picture and points you to what deserves attention first.
A few minutes. You answer a set of plain questions about how your firm handles technology, security, and AI today, and you get a straight read back.