Your firm can use AI. The question is who makes it safe.
DoubleChecked is the independent technology advisor for regulated firms. We make AI safe to use, and we run the technology leadership behind it: CTO, security, and vendor oversight, with no product to sell you.
9 questions. 5 minutes. Free. No email required.
You can't ban AI. You can't let client data leak. There is a third way.
Your team is already using AI. For a regulated or litigation-exposed firm, that is a problem hiding in plain sight. Ban the tools and you fall behind the firms that use them. Let staff paste client data into a public chatbot and you are one audit question away from a real problem.
We give you the third option. Govern the AI your team already uses, build private AI that keeps sensitive data inside your control, and put the policy, training, and human review in place so you can prove it. The value was never the model. It is the judgment around it.
What we do
AI is the sharpest edge of one independent firm. The same team runs your CTO, security, and vendor oversight, with no product to sell you.
AI Advisory & Private AI
Private AI that keeps client data out of public tools, document automation with audit trails, and governance that survives an examination.
View detailsVirtual CTO Leadership
A senior technology leader on your team, owning the roadmap and holding vendors accountable. No full-time hire required.
View detailsRisk, Security & Compliance
Security program leadership, SOC 2 and cyber insurance readiness, and governance owned at the senior table.
View detailsTechnology Strategy & Roadmaps
We size up where you are, pick the moves that matter most, and build a roadmap tied to your business goals.
View detailsMSP Advisory
Independent contract reviews, vendor selection, and audits of what your IT provider is and is not doing.
See MSP AdvisoryExecutive Search & Placement
A working CTO grades every candidate for real skill and team fit before you meet them.
View detailsOutcomes, not promises
Anonymized at client request. The problems, the work, and the numbers are real.
Modern AI capability with non-public data that never leaves the firm
A regulated adviser wanted to use AI, but could not put non-public client data into a public tool, and had no AI governance an examiner would accept.
We led the SOC 2 program, rebuilt the Azure and network architecture, stood up an on-premises AI proof of concept on dedicated GPU hardware, and designed examination-ready governance.
The firm uses AI on its own terms, with non-public data staying inside its environment, and began replacing manual workflows with custom applications.
Document intake automated without giving up defensibility
A forensic practice was losing billable hours to manual document intake, but every technology choice had to be defensible under cross-examination.
We delivered a custom document-intake automation with verify-before-confirm logic, an append-only audit trail, and human-only ratification, on a private Azure architecture.
The repetitive work is automated and fully auditable, while the expert analysis stays with the human who has to answer for it on the stand.
We outgrew our IT guy
The firm had used the same one-person IT shop for years. Tools were slow, no one trusted the backups, and leadership could not get a technology road map.
We mapped every contract and license, built a 12-month plan with quarterly goals, swapped the old shop for a vetted MSP on a right-sized deal, and added a vCIO to the leadership routine.
In 90 days the firm had safe backups, same-day onboarding, and a vendor that answered in plain English. The savings paid for the whole job and then some.
Why DoubleChecked
The only thing for sale is judgment, backed by the engineering to act on it.
Independent, always
No resale, no vendor commissions. We earn nothing on the tools you adopt, so the recommendation is the one that serves you, including when it is to do nothing.
We govern and we build
Not just a policy document. We write the policy, build the private infrastructure, and do the engineering that makes AI actually safe to use in your firm.
Built to survive scrutiny
Designed for SOC 2 audits and regulatory examinations. We know the difference between a posture that looks complete and one an examiner will actually accept.
Where to start
Two ways in. Get a scored read on your AI exposure in five minutes, or book a call and we will tell you honestly what makes sense.
Rolling a whole team onto Claude? See the rollout and training package.
Justin Kane
Owners deserve a person in their corner who knows what is at stake. Nearly 20 years leading technology, security, and operations for growing firms. Certified EOS Integrator. Small Business Leader of the Year. Jax IT Council board member.
Full backgroundAI Readiness Checklist
The questions every regulated firm should answer before adopting AI
The Regulated Firm's AI Readiness Checklist
Six questions that decide whether your firm can adopt AI without putting client data, a renewal, or an examination at risk. Walk them before your next audit, not after.
- Where client data is leaving your environment through public AI tools
- Whether your AI controls would survive a SOC 2 audit or an examination
- Where a human, not the model, needs to ratify the output
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Frequently Asked Questions
Straight answers for leaders weighing AI and technology decisions.
Yes, with the right controls. The risk is not AI itself, it is client or non-public data leaving your control and unverified AI output reaching clients. We address both with governance keyed to your obligations, a human-in-the-loop on the work that matters, and, where the data is sensitive, private AI that runs inside your own environment.