Here's exactly how we work with you.
No 47-page proposals. No months of "discovery." We move fast, prove value early, and expand from there.
Our Process
01
Discovery
Free · 60–90 minutes
We sit down with you and map how your firm actually runs day-to-day. Where does time go? What's repetitive? What falls through the cracks? You leave with a clear recommendation document — whether you hire us or not.
02
Quick Win
2–4 weeks · Fixed fee
We pick the highest-impact, lowest-complexity problem and fix it. Client onboarding that takes three hours? An inbox that buries real work? Documents your team rewrites from scratch every time? One of those is gone in a month.
03
Ongoing Partnership
Monthly retainer
After the first win proves the math, we expand. Most firms have 5–10 workflows worth improving. We work through them one at a time, maintain what we've built, and keep you current as the tools get better.
What We Deliver
AI That Works in Your Business
- Mapping your workflows to find the real time sinks
- Picking the right AI tools (not the trendiest ones)
- Building automations that connect to your existing systems
- Training your team so they actually use it (not just you)
- Ongoing improvements as tools evolve
Professional Services
- Website design and development
- Pitch decks and investor materials
- Brand and marketing collateral
- SOPs and operations documentation
- Client onboarding systems
- Custom reporting and dashboards
Who This Is For
Built for firms with 10–75 employees.
Our clients are professional services firms — accounting, law, financial advisory, insurance, consulting, architecture and engineering. You're big enough that AI can save real time, but you don't have an IT department or a Chief Technology Officer. That's the gap we fill.
You're a good fit if...
- Your team spends hours on work that doesn't need their expertise
- You've looked at AI and felt overwhelmed by the options
- You want results in weeks, not a 6-month "transformation"
Probably not the right fit if...
- You need custom machine learning models or deep engineering
- You already have an in-house technical team
- You're shopping for the cheapest option (we're not that — and we won't pretend to be)
Investment
Straightforward pricing. No surprises.
Every engagement is different, but here's what to expect:
Discovery
Free
Always.
Quick Win Projects
$3K – $7.5K
Fixed fee, scoped before we start.
Monthly Retainers
$1.5K – $3.5K
Based on scope and complexity.
Professional Services
$1.5K – $5K
Project-based.
We'll always tell you what something costs before work begins. If we don't think AI is the right answer for your problem, we'll say so.
Let's start with a conversation.
No pitch. No pressure. Just a clear-eyed look at whether AI makes sense for your firm — and what that would actually look like.
Book Your Free Diagnostic