AI Agent Readiness

Ready for AI isn't a model you buy. It's a firm an agent can read, and answer for.

Most firms aren't blocked by what AI can do. They're blocked by trust: no safe way for an agent to read their deals, calls, and documents, cite each answer to a source, and never change a record without a named person signing off. Foundation closes that gap, and you set exactly what it can do. Read-only is one configuration; governed writes, where every change is a proposal your people approve, is another.

Configurable by design
Read-only is one configuration; governed writes another. Scope access by field and role in Connect, revoke it in a click
Cited
Answers cite their source, one click deep
Sign-off on every change
Nothing changes without a named person approving it
Your account
Runs on Claude in your own Anthropic account. We set it up; you own it
Who it's for

For teams that can't afford a wrong answer

Regulated desks where AI has to be auditable before it's allowed near the work: deal and advisory teams, risk and compliance, operations. If a wrong answer or a silent change is a real problem for you, readiness is the thing you're actually missing, not another model.

The readiness gap is structural, not technological

You don't lack AI. You lack a safe way to point it at how your firm actually runs. That gap doesn't close by buying another tool.

Your firm's truth isn't legible to a machine

The real state of a deal lives across a CRM, an inbox, a data room, and someone's memory. An agent can't act on what was never structured, and in a regulated firm it shouldn't guess.

AI that can't cite can't be trusted

An answer with no source is a liability. Without a citation back to the record, every output is a claim someone has to re-verify by hand, which erases the time it was supposed to save.

A silent write is what ends the pilot

The moment AI can change a record with no one approving it, risk and compliance shut it down, correctly. Readiness means writes are proposals, never silent actions.

How Foundation works here

How Foundation makes your firm readable, safely

Readiness isn't a document. It's a working capability you can watch: an agent reading your operations and citing every answer, with every change routed through a person.

Same four steps everywhere Foundation runs. Only the domain changes.

01
Connect
You configure the access: read-only or governed writes, scoped to the fields and roles you choose, across Salesforce first, then SharePoint, M365, and call transcripts. A credential you create and revoke in one click. Nothing migrates.
02
Harmonize
Foundation turns what's scattered across your CRM, inbox, and data rooms into one picture: deals, deadlines, parties, obligations. Nothing invented, everything traceable to where it came from.
03
Validate
Answers come from validated, verifiable methods, each cited to its source. No source is stated plainly as no source, never a guess. Conflicts surface instead of hiding; we QA the structure, your firm keeps QA over the values.
04
Serve
Your team and Claude work on that structure inside your own Anthropic account. Reads are live. Writes are proposals a named person approves. Never a silent write.

What readiness actually gets you

An audit trail you can hand an examiner

Answers cite their source. The trail is the account of the work, not a second copy of your book: who asked, what ran, which record, when. What we retain, and how we delete it, is itemized on our trust page.

Leverage without losing the loop

The status memo that eats an associate's morning comes back in minutes, every fact sourced. Nothing goes to a client without a person signing it.

Named on both sides

Your access is governed, and so is ours. Trucast's own access to your environment is a named, scoped, logged seat, not hidden admin: you see who we are, what we can read, and every action we take.

A clean exit

Read access is a credential you revoke in one click. Nothing changed in your systems except what your people approved, each change logged. Readiness never becomes lock-in.

See it work on a stand-in of your firm

The fastest way to understand readiness is to watch an agent read a replica of your operations and cite each answer, built on representative data, not your live book. You operate it before either side commits, priced up front.

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