AI Audit One-Pager — Wasatch Environmental

Sent to Julie Kilgore, $12,500/3wks. No A.P.I. row.

Version 1 · June 29, 2026 proposalauditone-pagersent

Content

# Wasatch AI Audit — One-Pager (sent 2026-06-24, $12,500)

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<div class="page">

<div class="header">
    <div class="wordmark">Confluxion Point</div>
    <h1 class="title">Wasatch AI Audit</h1>
    <p class="subtitle">Know what's already inside before you have to answer for it.</p>
    <div class="meta">
      <span class="meta-label">Prepared for</span> <strong>Julie Kilgore</strong>, Wasatch Environmental &nbsp;·&nbsp;
      <span class="meta-label">Date</span> June 24, 2026
    </div>
  </div>

<div class="section">
      <div class="eyebrow">Where we're starting</div>
      <hr class="rule" />
      <h2>Get ahead of the disclosure event</h2>
      <p class="lede">The real risk isn't only a leak — it's the moment Wasatch has to answer for one. Your clients have signed anti-AI clauses. If something surfaces later (a client question, a subpoena, an insurance claim), you'll have to disclose exactly which AI tools were used and what data was touched. Right now, those answers don't exist.</p>
      <ul>
        <li><strong>Unsanctioned tools are already in the building.</strong> Roughly ten employees on personal AI accounts — outside your visibility, against your clients' signed terms.</li>
        <li><strong>No enforceable policy.</strong> Without one, you have no defensible position when a client or insurer asks what protections were in force.</li>
        <li><strong>Announcing first destroys the evidence.</strong> The moment employees hear "audit," they may try to clear the logs and traces we need to answer for any future disclosure.</li>
      </ul>
    </div>

<div class="section">
      <div class="eyebrow">What's in the audit</div>
      <hr class="rule" />
      <h2>The deliverables</h2>
      <ul>
        <li><strong>Tool &amp; account inventory.</strong> Every AI tool in use, corporate and personal, scored against your client confidentiality requirements.</li>
        <li><strong>Endpoint &amp; file-system review.</strong> Desktop AI installs and what documents have been touched or uploaded.</li>
        <li><strong>Written findings report + policy requirements doc.</strong> A prioritized action plan plus what your attorney needs to draft the formal policy. We coordinate the handoff.</li>
        <li><strong>Company-wide rollout session.</strong> Findings and new policy presented together — answering employee questions with answers, not speculation.</li>
      </ul>
    </div>

<div class="section">
      <div class="eyebrow">How we work</div>
      <hr class="rule" />
      <div class="pitch-box">
        <span class="pitch-label">Operating principle</span>
        The audit runs quietly, coordinated with you and Audra only — not announced internally, not shared with the broader team until findings are ready. That's how we preserve the logs and traces we need. The rollout lands at the close: your team hears <em>"here's what we found, here's the new policy"</em> in one coordinated moment.
      </div>
    </div>

<div class="invest">
      <div>
        <div class="invest-left-label">Investment</div>
        <div class="invest-left-detail">3 weeks &nbsp;·&nbsp; 50% on signing, 50% on delivery</div>
      </div>
      <div class="invest-right">$12,500</div>
    </div>

</div>

<div class="footer">
    <span><strong>Confluxion Point</strong> &nbsp;·&nbsp; AI &amp; Automation for the Built Environment</span>
    <span>addison@confluxionpoint.com</span>
  </div>

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