What it is
One week of looking at how your firm actually works, ending in a short report that says what to do about AI and what to skip. “Not yet” is a legitimate answer, and you still keep the report.
Who it’s for
Owners and managing partners of small firms (accounting, law, insurance, engineering, property management) who keep hearing they should be doing something with AI and want a straight opinion before spending money.
What you get
- A written report you can read in ten minutes.
- Which of your tasks suit AI and which don’t.
- A ranked list of two or three projects, each with a rough cost and effort.
- A look at where staff already use AI tools, and what that means for client confidentiality.
- A 60-minute call to go through it.
How it goes
- A 45-minute intake call about your firm and your tools.
- A few days of review. I may ask for a screen-share or sample documents, with anything sensitive removed.
- The report, then the walkthrough call, all within the week.
Terms
- Fixed price. No hourly meter.
- If you sign an AI Build within 60 days, the audit fee comes off the build.