Every tier explained.
The seven tiers of the Oathmark program in detail — how they work, what they cost, who they're built for, and how they compose into a complete AI governance posture for professional-services firms.
Governance Readiness Score
A five-minute self-assessment that returns a graded readiness score, findings that reference the rules governing your practice, and a PDF report you can review internally.
What you get
- A 0-100 readiness score with A-F letter grade
- Findings that reference the relevant bar rules, FINRA/SEC/NASAA guidance, and NAIC/state insurance bulletins for your vertical
- A PDF report of your findings, next-step recommendations, and starter policy checklist
- The report is regenerated each time you re-run the tool — no stale scores
Who it's for
Every firm considering AI governance for the first time, and every firm that wants to know where they actually stand before committing to a paid tier. This is the entry point.
How it's delivered
Self-serve at oathmark.ai. Complete a structured intake questionnaire covering your tool inventory, current policies, training, and vendor DPAs. Results are generated and displayed in your browser. Downloadable as a PDF. No account required to run the free score.
AI Discovery Scan
A one-time endpoint scan across the browsers your team actually works in. Surfaces shadow AI use — personal ChatGPT logins, unsanctioned Otter installs, unreviewed extensions — that self-report never catches.
What you get
- Firm-wide inventory report of AI tools currently in use, discovered from actual browser activity (not from surveys)
- Per-employee usage breakdown showing who's using what
- Identification of tools installed without IT sign-off (extensions, third-party integrations)
- Comparison against your existing approved-tools list
- A shareable, dated inventory document you can circulate the same week
Who it's for
Firms that suspect their self-reported AI inventory is incomplete, and firms that need a defensible shadow-AI baseline before a client, carrier, or regulator asks. Also a common starting point for firms considering the Continuous Monitor.
How it's delivered
The Oathmark Continuous Monitoring extension is installed on employee devices for a single billing cycle. At end of cycle, the aggregated inventory is exported and delivered as a PDF and Excel file. The extension is then uninstalled. Setup takes about 30 minutes for a 20-person firm.
Continuous AI Monitor
The Discovery Scan turned into an always-on service: a lightweight browser extension across your firm's devices reports newly-detected AI tools into a central dashboard, tracks whose training is current, and refreshes your policy documentation each billing cycle.
What you get
- Firm-wide device-level shadow AI detection, updated as tools are added or discovered
- Live governance dashboard for your firm administrator with per-employee, per-tool, per-tool-category views
- Employee AI-use policy training tracker with per-person acknowledgment status
- Policy templates reviewed on a quarterly cadence and refreshed when ABA, FINRA, NAIC, or state bar guidance changes materially
- Client-portal access to your current governance documents (share a read-only link with a client, carrier, or regulator when they ask)
- Monthly governance summary emailed to firm administrators
Who it's for
Firms of 10 to 100 people that want AI governance to keep pace with their evolving AI use, not lag behind it. If AI adoption at your firm is already ahead of policy, this is the tier.
How it's delivered
Chrome Web Store extension installed on each device (Windows, macOS, or Linux — Chromium-based browsers). Dashboard access at oathmark.ai/dashboard. Zero maintenance overhead from IT. Detection is real-time; dashboard updates are within minutes.
100+ employees? Custom annual pricing at $8,000-$18,000/yr, quoted individually. Email audits@oathmark.ai.
Insurance Renewal Package
Cyber, E&O, and malpractice carriers are adding AI-specific supplemental questionnaires to renewal underwriting. This add-on packages your Continuous Monitor data into the evidence format those carriers ask for. It bolts onto Tier 3 — the Monitor data is what the packet is built from, so an active Continuous Monitor subscription is required.
What you get
- Renewal packet formatted for cyber insurance, E&O, and malpractice carrier AI supplementals
- Approved tool list with vendor DPA status per tool
- Per-employee training completion records with dates
- Documented incident-response plan
- Vendor risk assessment for each AI tool in the firm
- Dated, exportable governance summary suitable for carrier submission (a self-reported governance record — not an attorney or third-party attestation)
- Delivered as a single downloadable packet 90 days before your renewal date
Who it's for
Firms renewing cyber, E&O, or malpractice coverage this year and next. Also useful for firms responding to a specific carrier questionnaire between renewals.
How it's delivered
Bolts on to your Continuous Monitor subscription. Requires an active tier 3 subscription. Renewal packet is generated automatically each year on your renewal date and emailed to the firm administrator; can also be regenerated on demand.
Industry context: Cyber carriers are increasingly adding AI-specific renewal questions (The Crossing Report), malpractice carriers are following with dedicated supplementals (Chronexa), and endorsement language now gives carriers room to exclude undocumented AI-related claims (Traverse Legal).
Attorney-led product. Includes $500 platform fee (Oathmark) + legal fee (independent law firm).
Industry Policy Kit
A complete governance package built for your industry — law firm, accounting firm, registered investment adviser or broker-dealer, or insurance agency — with attorney-authored policies, training modules, and employee acknowledgment templates mapped to the rules that govern your practice.
Attorney-authored by an independent law firm under a separate engagement letter. Oathmark is a legal-technology company and does not itself practice law.
What you get
- Written AI Use Policy tailored to your industry vertical
- Written Incident Response Plan for AI-related events
- Vendor Review Checklist for evaluating new AI tools
- 30-minute AI training module with quiz and printable certificate
- Signed employee acknowledgment templates ready to send
- Quarterly review of the kit against ABA, FINRA, NAIC, and state bar guidance; templates refreshed when guidance changes materially (with the $500/yr updates add-on)
Who it's for
Firms that want the paperwork done, not just the software. Firms that need to defend their governance posture with actual documents authored by attorneys, not template swaps.
How it's delivered
Purchase triggers a 20-minute intake call with the reviewing attorney at the independent law firm handling your engagement, under a separate engagement letter that will be sent for your signature. Kit is delivered as an editable Word document set within 5 business days. The $500/yr updates keep the entire kit current as guidance evolves.
Attorney-led product. Includes $500 platform fee (Oathmark) + legal fee (independent law firm).
Attorney Governance Review
An attorney-led review of your AI environment: a governance assessment based on your Monitor data, custom policy documents tailored to your practice, and specific written recommendations. Delivered as a fixed-fee engagement so you know exactly what you're getting for exactly what you pay.
Attorney-delivered.
What you get
- Attorney walkthrough of your Continuous Monitor findings — every finding, discussed
- Custom-drafted governance policies specific to your practice areas (not template swaps)
- Written attorney opinion on your top three AI governance risks with prioritized remediation steps
- Attorney-signed governance report formatted for third-party review by insurance carriers, clients, or regulators — delivered under an attorney engagement, not as an attestation of compliance and not a substitute for a formal regulatory response
- 60-minute follow-up consultation 30 days after delivery
- Available as a one-time engagement or as the entry point to Counsel+ (tier 7)
Who it's for
Firms with a client, carrier, or regulator asking questions the software alone doesn't answer. Firms that have grown past the point where template policies feel adequate. Firms preparing for a specific inquiry, audit, or renewal cycle where the stakes are higher than usual.
How it's delivered
Fixed-fee engagement letter invoiced through the Oathmark platform. Attorney-client engagement is with the independent law firm delivering the review, not with Oathmark. Typical timeline is 4-6 weeks from engagement letter to delivery. Includes access to your Continuous Monitor data if you have a tier 3 subscription; if not, we recommend adding one for the duration of the engagement.
Counsel+ Annual Retainer
Ongoing attorney-led AI governance support: quarterly reviews, policy refreshes as guidance changes, an on-call attorney when an incident or a regulatory inquiry surfaces, and priority handling on Monitor findings.
Attorney-delivered.
What you get
- Quarterly governance reviews with the attorney handling your engagement at the delivering law firm
- Policy refreshes triggered by material changes in ABA, FINRA, NAIC, or state bar guidance
- On-call attorney for AI-related incidents, client inquiries, and regulatory questions
- Priority handling of critical findings from your Continuous Monitor
- Custom scope, custom SLA, custom pricing
Who it's for
Firms operating in high-scrutiny practice areas (securities, healthcare, government contracting) or serving regulated clients directly. Firms with dedicated compliance functions. Firms that view AI governance as an ongoing operational obligation rather than a periodic audit.
How it's delivered
Annual engagement letter with the independent law firm delivering the retainer. Oathmark facilitates billing and platform access but does not itself practice law. Custom pricing based on scope. Includes access to all lower-tier services as part of the retainer.
You never buy more than you need this quarter.
Most firms enter at the free score and add tiers as their governance posture matures. The Continuous Monitor is the recurring backbone; everything else is either a bolt-on (Insurance Renewal, Policy Kit) or an escalation (Attorney Review, Counsel+). Every tier is priced at the firm level — never per seat. Multi-office and 500+ engagements are quoted individually.