Your team is already using AI. The question is whether it's safe.
Somewhere in your company right now, someone is pasting work into a free AI tool. Not because they're careless, but because it helps them get through the pile. Cortavo makes that same help official: safe to turn on, governed by clear rules, and taught to your whole team, on the systems we already run for you.
Book an AI Readiness Assessment See how it worksStart with the work that slows your team down.
We don't start by turning on every AI feature. We start by finding the repetitive work that eats the day, then make the safe version the easy version to use.
Admin work
First drafts, meeting summaries, follow-ups, and the documents nobody enjoys writing, done in minutes instead of afternoons.
Customer response
Faster, more consistent replies, with a person reviewing before anything reaches a customer.
Operations
Cleaner handoffs between people and systems, fewer dropped details, less retyping the same information twice.
Leadership
Better visibility into what's happening without asking anyone to build another manual report.
Four questions, in the order every owner asks them
"Is it safe to turn on?"
AI assistants like Copilot can surface any file a user already has permission to reach. If your permissions are messy, AI makes the mess visible. We clean up access first, so private information isn't exposed to people who shouldn't see it.
"Give us the rules"
What your team may and may not put into AI tools, written down, approved by you. Without a policy, staff decide for themselves, and company data quietly leaves the building.
"Help our people use it"
Licenses that sit unused are just a bill. We train your team by role, inside the rules you approved, so the tools actually save the hours they're supposed to.
"Keep the cost in check"
AI usage can grow quietly if no one is watching it. We watch consumption, right-size licenses, and flag drift before it becomes a surprise on the invoice.
AI readiness starts with IT. It only pays off when the work changes.
Most of what makes AI safe is unglamorous: who can access which folders, which files are labeled sensitive, how identities are secured, where your data actually lives. An AI consultant has to learn all of that from scratch. Your managed IT partner already knows.
Because Cortavo manages your systems, security, and support under one flat plan, AI isn't a separate project bolted on by strangers. It's the next thing your existing IT foundation was built to carry, deployed by the same team that answers when you call. Your roadmap is based on your real environment, not a generic workshop.
AI should give good employees their hours back.
Cortavo helps your team use AI for the repetitive work: drafting, research, summaries, handoffs. Your people stay responsible for judgment, approvals, customer relationships, and anything involving sensitive data. AI drafts and suggests. Humans decide. Your team stays. The busywork goes.
Set up once. Governed every month.
No big-bang transformation. Five steps, each one useful on its own, each one building on the last.
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1
Assess
A readiness scorecard across seven domains, from permissions to data hygiene. We also find where AI is already showing up: free tools, built-in app features, browser extensions, team workarounds. You see where you stand, what to fix, in what order.
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2
Set the guardrails
We classify your data by sensitivity, then draft an AI acceptable-use policy around how your business actually works. Your counsel reviews it; your leadership owns it. Every tool and data type lands in one of three buckets: allowed, ask first, never.
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3
Train your team
Role-based training inside the policy you approved. Plain English, real examples from your own workflows, live questions answered. Confidence, not compliance theater.
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4
Pilot and prove
We pick the workflows where hours actually hide, turn AI on there first, and measure what matters: hours saved, adoption, rework reduced, response times. Wins scale; experiments that don't earn their keep get switched off.
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5
Govern monthly
Permissions drift. New tools appear. Bills creep. We re-score your environment on a rolling basis, keep unapproved AI in check, and if something sensitive was ever shared, we help you contain it, review the exposure, and retrain the team.
The assessment ends with things you can hold, not vibes.
Readiness score
Where you're ready, exposed, or blocked, across all seven domains.
Risk cleanup list
The permissions, data, and identity gaps to fix, in priority order.
AI policy draft
Plain-English rules your team can actually follow, ready for your counsel's review.
Pilot shortlist
The first workflows worth testing, chosen for hours saved, not hype.
Governance agenda
What Cortavo reviews with you every month, starting with the next item on your own roadmap.
And if the honest answer is "you're not ready yet," that's still a useful answer. We fix the basics first, so AI doesn't expose problems you already had.
Seven domains. Scanned by tools, judged by people.
Software can scan your cloud workspace. It can't decide your policy, train your staff, or tell you which risk is worth taking. That's why every domain has a named method, and a human advisor owns the conclusions.
| Domain | What it measures | Scored by |
|---|---|---|
| Access & permissions | Who can reach what, before AI surfaces it | Tool |
| Data protection | Sensitivity labels and leak prevention | Tool |
| Governance & policy | Acceptable use, sanctioned tools, unapproved AI | Advisor |
| Security & identity | Account hardening, what AI agents may act on | Tool |
| Adoption & enablement | Role-based training, so licenses get used | Advisor |
| Data integrity | Clean data feeding the AI | Tool |
| Cost & usage | Consumption visibility and right-sizing | Tool |
The same discipline that protects you from attackers now governs your AI.
Every question AI raises, who can access what, which data is sensitive, which tools are sanctioned, is a security question wearing a new outfit. Cortavo treats them as one program: the identity controls, monitoring, and security operations that already protect your business extend to cover the AI your team uses.
One partner, one set of rules, one place to call. No gap between "the AI people" and "the security people" for problems to fall through.
Know where you stand before you roll AI out wider.
The AI Readiness Assessment runs inside the environment we already manage and takes about two weeks. From your side: one leadership conversation, a short workflow review with department leads, and a report readout. It ends with a scorecard and a prioritized roadmap your leadership can act on.
Book the assessmentNot ready for an assessment? Bring us one workflow your team repeats every week. We'll tell you whether it's a good AI pilot, what has to be cleaned up first, and what the next step should be.
Talk through one workflow