For advisory firms and law firms
You are probably already paying for AI. The question is whether anyone is using it.
Your software vendors added AI over the last two years. Some of it is included in what you already pay. Some of it sits one plan tier above you. Almost none of it is switched on, and nobody has sat down with you to work out which parts are worth the trouble.
We spend a scheduled session going through how your firm actually works, then send you a written answer: what you already own and should turn on, what is worth buying, where a small tool built around your process is justified, and what to leave alone.
Why this keeps happening
Nobody sold you a bad product. The problem is the order things happened in.
- The AI arrived inside software you already had. It was not a purchase you made, so it never got a rollout, a decision, or an owner. It appeared in a release note.
- Nobody's job is to work out what it changes. Your vendor's job is to ship features. Your staff's job is billable work. The gap between those two is where this sits.
- The advice available to you is not neutral. Your software rep recommends their own modules. The people selling AI services want to build you something. Both answers may be right. Neither is disinterested.
- Some of it genuinely is not worth it. That answer exists and it is common, but nobody who is paid on the outcome will tell you so.
What you get
Not a score out of ten. Not a maturity chart. A short document naming specific things.
- What you already pay for and are not using. Named products, named settings, named plan tiers, with what each one would actually change about your week.
- What is worth buying. Named tools and prices, including the ones that cost forty dollars a month rather than forty thousand.
- Where a small tool is justified. Only where nothing off the shelf fits. Sized to the job, never more than you need.
- What to leave alone, and why. Usually the longest section.
- What to do first. One thing, with the reason it is first.
We never ask for your client files. The audit is a screen share. We watch how the work moves and ask questions. No logins, no exports, no documents leave your building. That is deliberate: it keeps you clear of the vendor and third-party rules that make this kind of engagement slow, and it means you can book one without asking anyone's permission.
Who this is for
Advisory and wealth firms
Your systems shipped AI in the last eighteen months, and the harder question is not which tool to buy. It is what you are allowed to use, who checked it, and what happens when someone asks.
Read moreLaw firms, 5 to 20 attorneys
Most of the profession is using a general chatbot and nothing else, while the tools built for legal work cost more than the whole software budget. There is a lot of room between those two.
Read moreOther kinds of firm ask, and sometimes we take the work. But these two are where we know the systems well enough to be useful in an hour rather than a week, so they get priority.
What it costs
The session, the written answer, and the walkthrough call. Credited in full against any build started within 60 days.
Everything above, plus a written section on what you are permitted to use, who checks the output, and what needs to be on paper. Credited the same way.
Same menu for everyone. Advisory and wealth firms nearly always want the governance section because it is examination facing. Most law firms do not need it. You pick.
No hourly billing. If the honest answer turns out to be that you should spend nothing, that is what the document says, and the fee still covers the work of finding out.
When you should not hire us
Said plainly, because it saves us both a call.
- You have someone in-house who already does this. If a partner or an operations lead is genuinely tracking what your systems ship and deciding what to adopt, you do not need an outsider.
- You want someone to tell you AI will transform the firm. We are not going to say that, and you would be annoyed to have paid for it.
- You already know what you want built. Then you want a builder, not an audit. Go and get quotes.
- Your managed IT provider is doing this for free. Several of them now offer it. Take theirs first. If it turns out to be a security review with an AI label on it, which is common, come back.
Start with a conversation
Thirty minutes. No charge, no presentation, no slides. You describe how the work moves through your firm and we tell you whether there is enough here to be worth an audit. Often there is not, and we say so on the call.