Most firms' first AI project fails because it starts in the wrong place — a tool, not a diagnosis. Our approach starts with what's true about your firm, ships a capability that earns its keep, then teaches your team to do it again.
A structured 30-minute call where we read your firm's readiness and find where AI actually creates leverage for a practice like yours. You walk away with a 1-page assessment you keep — whether or not we ever work together. It's the cleanest half-hour you'll spend on the AI question, with no pitch baked in.
When a firm is ready, we run a focused Sprint that ships one to two AI capabilities into your real workflow inside four weeks. Not a slide deck, not a pilot stuck in a sandbox — a capability your team uses the day we leave, scoped to your bandwidth and built alongside your people so it actually gets adopted.
Once the Sprint proves the model inside your firm, we go deeper — a broader rollout across more of your operation and, if you want it, a light monthly continuity engagement that keeps your firm shipping after the first capability lands. The goal is never dependence on us; it's a firm that's learned to put AI to work on its own terms.
A firm can be eager and still not be ready. The diagnostic scores all five — because being strong on four and weak on the fifth is exactly how first AI projects stall. We'll walk you through where your firm lands on each.
A formed view of where AI should touch your work — not a reaction to headlines.
The ability to tell which tools are real for your field and weigh them.
Whether your data is in a state AI can actually work on.
Someone with the standing and will to drive adoption.
The bandwidth to run a focused four-week sprint without it slipping.
The headline capability most Sprints ship is an embedded AI agent — one trained on your own data and your field's rules, working inside the tools you already use. We build two kinds, and the right firms run both: one pointed inward at your team, one pointed outward at your clients.
Embedded in your tools. Trained on your data.
An assistant that lives inside the software your team already opens every day, and actually knows your firm — because it's grounded in your records and your field's rules, not the open internet. Staff ask it real questions and get answers they can trust, with the source attached. When something routine needs doing, it tees up the action and waits for a person to approve it — and it stays out of the calls that need real professional judgment.
Always on. Always hands off when it matters.
A front-door agent that answers your clients' inbound questions the moment they arrive — after hours, over a weekend, during your busy season — so no one waits and nothing falls through. It answers the routine questions, captures new leads with the details your team needs, and the instant a question needs real judgment, it hands the conversation to a human with the full context already gathered.
A scripted preview of an embedded assistant for a professional firm. Each sample question shows a different action-risk tier — from a grounded, cited answer to a one-tap action to the calls it deliberately leaves to a human.
Every Sprint is scoped to three concrete objectives up front. If we don't ship at least two of them inside the four weeks, we discount the engagement and keep working until they land. We can offer that because the readiness diagnostic comes first — we don't start a Sprint with a firm that isn't set up to finish one. The diagnosis is what makes the guarantee honest.
It's the only way we'll quote a Sprint. Thirty minutes, a 1-page assessment you keep, and a clear read on whether your firm is ready to ship.
