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MSR ResearchStart Intake
AI Policy Preview Program

AI Policy
Before AI Risk
Gets Ahead of You

Every organization is being pushed to answer the same question: how can staff use AI without exposing people, data, records, students, customers, or public trust? MSR gives leaders a concrete place to start with an entity-specific AI policy and implementation roadmap.

Current availability

Preview access is available to existing verified accounts. New-account registration and public paid checkout are not open yet. The packages below describe the planned offer; submitting an intake does not charge you.

Your final Blueprint requires a review of the sources, your organization’s circumstances and the completed files. It is a governance framework for organizational review, not a certification of legal compliance.

Free

Agent Team Assessment

Website and organization intake, readiness scoring, and Curmudgeon risk analysis before MSR follow-up.

$599

AI Policy Implementation Pack

Entity-specific policy, department guidance, approved-tool register, staff rules, approval gates, and rollout roadmap.

$1,999

Policy + Concierge Bundle

Implementation Pack plus first-year AI Governance Concierge; annual renewal is $1,788/year.

Start With Assessment

Sign in, confirm your organization and save your answers. We use those answers and available public sources to prepare a reviewed report preview before any purchase.

Start here

Free Agent Assessment

Get the agent team read on your AI policy gaps

Free

No payment required

Start Agent Assessment

Top features

  • ✓Website and organization intake
  • ✓Agent team readiness analysis
  • ✓Curmudgeon risk review
  • ✓Vertical template fit
  • ✓Priority risks captured
  • ✓MSR review before report access
Core offerBest first purchase

AI Policy Implementation Pack

Create the entity-specific policy and rollout kit

$599

Preview first; purchase when available

Start Assessment for Pack

Top features

  • ✓Everything in Free Agent Assessment
  • ✓Custom AI policy document
  • ✓Agent-drafted policy analysis
  • ✓Department map and approved-tool register
  • ✓Allowed and prohibited use rules
  • ✓Data handling and approval gates
  • ✓Staff guidance and implementation roadmap
Operate safely

AI Governance Concierge

Policy plus first-year Concierge protection

$1,999

$149/month billed annually after first year ($1,788/year)

Start Assessment for Concierge

Top features

  • ✓Everything in AI Policy Implementation Pack
  • ✓Policy-aware Concierge Agent
  • ✓Prompt risk screening and safe-use routing
  • ✓Approved-tool guidance for employees
  • ✓Annual policy refresh and leadership summary

Detailed Feature Comparison

The free agent assessment starts with website intelligence, readiness scoring, and Curmudgeon risk analysis. The $599 Implementation Pack turns that analysis into an entity-specific policy and rollout kit. The $1,999 Concierge Bundle adds the first-year governance layer so staff have a safer front door before they use AI.

Free Agent Assessment

✓
Website and organization intake
Included
✓
Agent team readiness analysis
Included
✓
Curmudgeon risk analysis
Personal risk-and-value summary
✓
Vertical template selection
Municipal, school and business intake; other scopes require confirmation
–
Custom AI policy document
Not included
✓
Department guidance and owners
Needs identified
✓
Approved AI tool register
Recommended as a gap
✓
Allowed and prohibited AI uses
Captured as priorities
✓
Data handling rules
Risk areas captured
✓
Human approval gates
Needs identified
✓
Staff guidance
Gaps identified
–
Implementation roadmap
Not included
–
Concierge Agent
Not included
–
Governance metrics
Not included
–
Leadership-ready change summary
Not included
✓
Payment / checkout
No payment required

$599 Implementation Pack

✓
Website and organization intake
Deepened by agent team for policy drafting
✓
Agent team readiness analysis
Converted into policy priorities
✓
Curmudgeon risk analysis
Used to show how the policy answers the risks
✓
Vertical template selection
Applied to the delivered policy
✓
Custom AI policy document
Agent-drafted and MSR reviewed
✓
Department guidance and owners
Included by department or role
✓
Approved AI tool register
Included with tool/use boundaries
✓
Allowed and prohibited AI uses
Included
✓
Data handling rules
Included
✓
Human approval gates
Included
✓
Staff guidance
Included
✓
Implementation roadmap
Included
–
Concierge Agent
Not included
✓
Governance metrics
Launch checklist
✓
Leadership-ready change summary
Included at delivery
✓
Payment / checkout
Reviewed preview before any purchase

$1,999 Concierge Bundle

✓
Website and organization intake
Continuously referenced by Concierge
✓
Agent team readiness analysis
Rechecked through annual refresh
✓
Curmudgeon risk analysis
Used to flag drift, unsafe patterns, and update needs
✓
Vertical template selection
Updated if the organization changes
✓
Custom AI policy document
Maintained through annual refresh
✓
Department guidance and owners
Used by Concierge for routing and escalation
✓
Approved AI tool register
Updated as tools and vendors change
✓
Allowed and prohibited AI uses
Guidance for staff to follow the approved policy
✓
Data handling rules
Guidance on what staff may share with approved tools
✓
Human approval gates
Escalation guidance for risky requests
✓
Staff guidance
Delivered through policy-aware Q&A
✓
Implementation roadmap
Updated next-step roadmap
✓
Concierge Agent
Policy-aware safe-use guidance and prompt screening
✓
Governance metrics
Usage patterns, escalations, and update triggers
✓
Leadership-ready change summary
Included with annual renewal
✓
Payment / checkout
Reviewed preview before any purchase

Common Core + Vertical Detail

Every policy starts from a shared governance core, then changes for the entity’s legal context, departments, risk profile, and public-facing communication needs.

Core Deliverables

Website and organization intelligence
AI readiness assessment
Allowed and prohibited uses
Data handling rules
Human approval gates
Staff guidance
Implementation roadmap
Concierge renewal path

Vertical-Specific Content

Compliance rules
Department workflows
Risk examples
Approval triggers
Customer or public communication language

Policy Contexts

The policy scope depends on your organization and its actual use of AI. Retail and restaurant needs can be captured through business intake. Additional services require separate scope confirmation.

Municipal

Municipal and education intake

Public records, citizen data, council and staff use, police, fire, public works, transparency, and public trust.

School District

Municipal and education intake

FERPA, COPPA, CIPA, classroom use, teacher guidance, academic integrity, parent communication, and vendor DPA review.

Retail

Scope confirmed during intake

Customer data, staff AI use, product and inventory claims, marketing approvals, review responses, promotions, and POS/payment boundaries.

Restaurant

Scope confirmed during intake

Menu and pricing truth, allergen and food-safety escalation, guest reviews, service recovery, events and catering, and ordering/delivery boundaries.

Business / Enterprise

Scope confirmed during intake

Confidential data, HR, sales and marketing, customer data, IP protection, approved tools, and internal approval triggers.

Sovereign / Local AI

Scope confirmed during intake

Local hardware, no-cloud data posture, audit trail, and sensitive civic or school data that should stay under local control.

Start With a Free Agent Assessment

Provide your organization details and review the report preview before deciding to purchase. Paid delivery follows payment and review of the completed Blueprint. Your organization decides whether and how to adopt it.