AI Workflow Audit · Sixty Minutes on the Workflow That Worries You

Sixty minutes on the workflow
that worries you.

You can name the AI workflow in your practice that does not sit right. The one you keep meaning to think through, and never do. The Audit is sixty minutes on that one workflow, end to end, with a documented governance recommendation you can act on the same week.

$297 · One workflow, fully audited · 60-minute call · Recommendation within 48 hours

Book the Audit

You will receive a workflow-specific intake form immediately after payment.

The Assessment is across the practice. The Audit is into one workflow.

The CLEARED Assessment ($97) is the structured view across your tool stack. Many tools, written sort against the Red/Yellow/Green Zone Model, delivered as a document. Most practitioners start there. Many stop there. It is sufficient on its own.

But sometimes the question is not across. It is in. One specific workflow is the exposure. The AI scribe in client sessions. The summary tool processing intakes. The drafting workflow that touches client communications. You can name it. You have been carrying it for months.

The Audit is for that workflow. Sixty minutes, end to end. What the tool actually does. What data moves through it. Where the vendor's responsibility ends and yours begins. Where the workflow sits on the Zone Model right now, and what one or two changes move it. A documented recommendation, written by hand, delivered within 48 hours of the call.

Four things.
No filler.

Workflow Map

Every step of the audited workflow, from trigger through deliverable, with the AI touchpoint named at each step. The map is the foundation everything else builds on.

Zone Sort, Per Step

Each step classified Green, Yellow, or Red, with the reasoning written in plain language. You see exactly where in the workflow the exposure sits.

Governance Recommendation

The one or two specific adjustments that move the workflow out of exposure. Not a generic checklist. The changes that apply to your tool, your client population, your scope.

Written by Maria. Not AI.

The recommendation is written by hand, specific to the call, delivered within 48 hours. No templates. The analysis is what you are paying for.

You can already name the workflow.

You can point to one specific AI workflow that worries you. Not a general concern. A specific use.

You have either completed the Assessment, or you already know the broad picture and want to go deep on one piece.

The workflow involves client information, clinical content, or anything that reaches a client.

You want a documented governance recommendation you can implement the same week, not a 20-point plan.

You would rather pay for sixty focused minutes than spend months tracing the exposure yourself.

Audit or Assessment?

The Assessment

Across the practice

Written walk-through of your full AI tool stack, sorted on the Zone Model. Delivered as a document within 48 hours. Start here if you cannot name one workflow that worries you specifically, or if you want the broad map first.

$97 · Written · 48 hours

The Audit

Into one workflow

Sixty-minute call covering one specific workflow end to end, with a documented governance recommendation. Start here if you can name the workflow. The Audit is faster if the question is already focused.

$297 · 60-min call + write-up

The analyst behind the audit.

Maria Castro spent thirteen years as a data analyst and quality manager in enterprise technology. She built the systems, wrote the queries, owned the quality, and watched what happens when documentation does not survive the audit.

She then became an integrative health practitioner. When AI started entering clinical spaces, she recognized the pattern immediately: practitioners adopting powerful tools without governance frameworks, the same way enterprise systems got integrated without quality management. The same failures, in a different domain.

CLEARED exists because that gap needed someone who could speak both languages, practitioner and systems analyst, fluently. The Audit is what happens when that experience is pointed at the one workflow you have been carrying.

Sixty minutes on the workflowthat worries you.