Know where AI pays off in your firm before you spend on it.
A scoped assessment of your work, your systems and the AI tools your staff already use, ending in a written plan ranked by value. It includes an AI use policy your team can follow and training to go with it, and the fee is credited against your first build.
Priced after the free review.
Your firm still gets its own written quote after the free review, and the final price is agreed in a signed agreement. These are starting points, so nothing in the quote is a surprise.
AI readiness and policy
The AI tools your staff already use, time studies on the work that repeats, a written plan ranked by value, a policy and training. The fee is credited against your first build.
Quoted per project
US dollars, October 2026. Monthly plans are month to month. Prices shown are starting points. Larger builds are quoted per project, and the final price and payment terms are set out in your signed agreement.
What owners tell us before they call
Everybody says AI. Nobody tells me what it means for my business.
I do not know which AI tools my staff are already using.
We need an AI policy before a client or an insurer asks for one.
We tried a few tools and nothing stuck.
I want a plan I can take to the partners.
In plain terms.
Most firms are already using AI, just not on purpose. Staff have found tools on their own, a few subscriptions have crept onto the company card, and nobody has written down what is allowed. The assessment starts there, with an inventory of what is in use today, what data goes into it, and what your clients, your insurer or your regulator expect.
Then it looks at the work. We sit with the people who do the repetitive parts of the job, time the tasks and look at the systems they run. Each candidate gets an estimate of the time it would save, what it would take to build and the risk involved, and they are ranked in one written plan. Some items will be a build of ours. Some will be a setting in software you already pay for, and the plan says which.
The policy is written for your firm: which tools are approved, what data may go into each, where a person must check the output, and who to ask. Training follows, so the policy is something your staff use every day. The fee is credited against your first build, and the plan is yours to keep whoever builds it.
What goes in, and what you keep.
Four things are looked at in one assessment, agreed in writing before it starts. A ranked plan, a policy and training come out, and the top item on the plan becomes the first build.
Drag the drawing sideways to see all of it.
- The signal, it holds: the assessment, the plan, the policy and the training you keep, and the first build the fee is credited against
- Red, it breaks: an AI tool already in use that nobody approved, which the inventory finds and the policy settles
How a project runs, in order.
A written quote before anything starts, and you watch it work on your own data before it goes live.
- 01 / 04
A free AI review
Thirty minutes to agree the scope: which teams, which systems, and how long the assessment runs. Pricing and timing follow in the written proposal.
- 02 / 04
Inventory and interviews
What AI is in use today and what data it touches. Then time with the people who do the work, watching the tasks that repeat.
- 03 / 04
The written plan
Every candidate ranked by value, with the time it saves, what it takes to build and the risk. Delivered in writing and walked through with you and your partners.
- 04 / 04
Policy and training
An AI use policy drafted for your firm and reviewed with you, then training for your staff on the approved tools and the rules that go with them.
How we scope it.
The details that shape the plan and the price, set out before you call so the quote holds no surprises.
- 01
The scope and price of the assessment are agreed in writing before it starts, sized to how many teams and systems it covers.
- 02
The fee is credited against your first build with us, and the plan and the policy belong to you either way.
- 03
The AI use policy is an operating document for your staff. Where it needs legal review, for example against professional conduct rules or a client contract, your counsel reviews it and we make their changes.
- 04
For firms working toward CMMC, HIPAA or a client's security questionnaire, the plan records where data goes and which tools may touch it, which is the evidence an assessor asks to see. The assessment itself stays with your assessor.
Firms we build this for.
Where we have a page written for your industry, the chip links to it.
- Law firms
- Medical and dental practices
- Accounting and audit firms
- Title and escrow companies
- Government contractors handling controlled information
- Property management companies
- Any firm whose staff already use consumer AI tools
More of what we build.
Four ways we put AI to work in a firm, and the systems work behind them.
AI that talks to your customers
An AI phone line and a talking website guide that answer from your own documents, day or night, and pass the details to you.
AI that does the work
Agents and integrations that take the retyping, the portal filings and the document intake off your staff.
Private AI
The AI your staff want to use, on a machine in your office or in your own cloud account, with access by role.
AI strategy and leadership
A written plan for where AI pays off, a policy your staff can follow, and a senior lead to keep it on course.
- AI readiness (this page)
- Fractional AI lead
Systems that stay up
Live streams built to stay on air when a camera dies or the internet drops.
Start with a task from your business.
Show our engineering team the workflow and the applications involved. We agree a scope, access requirements and a practical next step before implementation.