LIFE Brokerage × CounterMeasures Now

AI,
compartmentalized.

A working model for when to reach for Copilot, when to reach for Claude, when ChatGPT is the right call, and when to let Manus do the driving. Built for the room, not the slide deck.

Current Block

Session begins at 9:30

Awaiting start —

01 / The Decision Model

Two questions. One answer.

Walk it with any task

Decisions 0

Walk this tree with any task you're thinking about handing to AI. The answer falls out the bottom.

Q1Does this task touch PHI or client-identifying data?

Q2What kind of work is it?

Use this

—

02 / The Agenda

A loose shape — built to pivot.

03 / Adam's Aspirations — Sort Live

Where does each one actually live?

Drag each aspiration into the stage where it honestly belongs. Enable = M365 Copilot can do this today. Reengineer = needs a custom workflow or hybrid stack. Reimagine = the technology or the organization isn't ready yet.

Unsorted 0

STAGE 1

Enable

Copilot works today

STAGE 2

Reengineer

Custom workflow needed

STAGE 3

Reimagine

Not yet — or not ready

04 / The Toolkit