Technical substance
What does the system, platform or AI solution actually consist of, and which parts are proprietary, external, manual or dependent on third parties?
AI Advisor helps investors, advisers and companies review whether software, AI systems and technology vendors can support the decisions they are meant to underpin: investments, procurement, contracts and board decisions. The analysis focuses on technical substance, control, security, documentation, dependencies and commercial defensibility.
Software and AI are often central assets. But before an investment, procurement process or transaction, it is not enough that the technology works or that the vendor describes it convincingly. It must be possible to understand what has actually been built, who controls it, which rights and dependencies exist, how data is used and which risks follow from the decision.
Integrity here means whether the technology’s claimed value, control, security and risk profile can be substantiated.
What does the system, platform or AI solution actually consist of, and which parts are proprietary, external, manual or dependent on third parties?
Is there a rights chain, IP control, licence structure and practical ability to use, transfer, integrate or further develop the technology?
Which data flows, vendors, cloud services, APIs, open source components and security risks does the solution carry?
What do the findings mean for terms, procurement, board decisions, risk acceptance, remedial actions or the need for deeper review?
Five review tracks
For decisions where technology affects value, responsibility and risk.
For investments, acquisitions and licensing where software or technology carries a central part of the value.
For procurement and supplier onboarding where a SaaS, AI or technology dependency needs to be reviewed before decision.
For actual AI use, AI claims, responsibility, documentation and regulatory exposure.
For law firms and transaction teams when technology, AI, data, IP or security are central to the deal.
For companies where legal gaps or control weaknesses have accumulated around software, AI, data, suppliers, contracts or rapid technology development.
Specialist support in legal DD, technology transactions, IT/AI agreements, IP, data and vendor-related issues.
Review of whether the technology’s value assumptions hold before investment, acquisition or strategic partnership.
Vendor review before SaaS, AI or technology procurement, with focus on control, data, security, exit and contractual risk.
Decision material before AI adoption, major technology dependencies, outsourcing, platform change or sensitive regulatory decisions.
The method shows how AI Advisor moves from decision context and material to analysis, risk assessment and decision-ready reporting. Claims about technology, AI, data, security and rights are tested before the decision, and findings are translated into concrete decision points.
AI Advisor is run by Sofia Scherman, business lawyer, former attorney and former Chief Legal Officer in the technology sector. The practice builds on experience in commercial contracts, SaaS, data protection, AI governance, regulatory analysis and technology-related decision support.
The review combines legal analysis, technical understanding and commercial risk assessment. Where an engagement requires deeper technical verification, the work can be supplemented with specialist competence in areas such as architecture, security, code, open source or AI/ML.
Most engagements begin with a short and confidential conversation to establish the decision context, the role of the technology, available material and the appropriate review level. Scope and review level are then proposed as: red flag review, integrity review or deeper review.