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AI

Get your team using AI, with the controls you need.

We find where AI fits in your firm, put it to work on the tasks your teams repeat, and give everyone one shared workspace with your rules and context, kept secure and compliant.

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What we hear

AI is already in your firm. It's just not working together.

New chat

“Our people already use AI on their own, with no shared rules.”

New chat

“Nothing builds up. Every chat starts from zero.”

New chat

“We don’t know what’s safe to put into these tools.”

We give your team one workspace with shared rules, so every chat starts with shared context.
Workflows & Automations

One application: generate a perfect proposal from notes you already took.

See other workflow we build
End to end A proposal from today’s call.
Proposal workflowChat
You · 9:02 AM Draft a proposal for Northfield Partners from today’s call notes. Use the approved template.
drive.yourfirm.com/northfield Call notes
Shared driveClients · Proposals · Templates
Northfield Partners
NOTESCall notesToday, 8:30 AM
DOCApproved templateSource
PDFNorthfield proposal9 pages
DECKPresentation12 slides
What we do

Three ways to put AI to work.

Find where AI fits AI Assessment
Interviews with your teamA review of your tools and dataUse cases, rankedA roadmap with costs
The fee is credited toward any work that follows. Talk about an AI Assessment
Recurring work, done by AI Workflows & Automations
Lead follow-up and proposalsContent and website updatesClient onboarding and reviewsPipeline reports and record updates
Your team approves every result before it goes out. See the workflows
One shared workspace Team Workspace
Your firm’s context, templates and approved language in one placeAccess by role, with guardrails your compliance team setsOn Claude Team, ChatGPT Business, Microsoft 365 Copilot or a custom layerSet up once, then managed monthly or handed over
How it works
Controls

Your rules are built in from day one.

Guardrails your team setsThe workspace works from your approved language and policies. Your compliance team sets the rules.
Access by roleEach person gets the tools for their role, from marketing to operations.
Your approved language and policies
Your firm's workspace 2 of 8 tools open
Content draftsOpen
Website updatesOpen
Lead follow-upNot for this role
ProposalsNot for this role
Client onboardingNot for this role
Client reviewsNot for this role
Record updatesNot for this role
Pipeline summaryNot for this role
Independent

Nobody pays us to recommend a platform. We set up the one that fits.

A platform your team signs into, such as Anthropic’s Claude Team, OpenAI’s ChatGPT Business or Microsoft 365 Copilot, on a business or enterprise plan. We customize your firm’s own instance with your context and rules.

Either way, it’s yours Your account, your data, your access by role Set up with your firm’s context and approved language Guardrails your compliance team sets
Runs on
Claude Team ChatGPT Business Microsoft 365 Copilot Enterprise plans
Your contextLoaded into the platform you choose, with your guardrails and access by role.
PlansBusiness plans for most teams, and enterprise plans for larger firms.
AI modelsThe models that come with the platform.
Right forThe quickest way to get your whole team started.
Where each task runs
Turn an article into a newsletterMarketing Platform models
Draft a proposal from past workSales Platform models
Answer a client question from your policiesClient service Platform models
Summarize the week’s pipelineOperations Platform models
Every task runs on the models your platform provides.
How engagements work

Set it up once, then choose who runs it.

One-time Setup A one-time fee to build it, quoted after a short call.
then
Questions

What firms ask about AI.

We quote a fixed price and timeline after a short call, based on the size of your team and the tools we review. The fee is credited toward any work that follows.

We recommend business plans whose terms keep your data out of model training, limit access by role, and set everything up within your IT and security requirements. Your IT team reviews the setup before anyone starts using it.

The one that fits how your firm works. The assessment compares the options against your tools, your rules and your budget, and nobody pays us to recommend one.

AI drafts and your team decides. The workspace works from your approved language and policies, your review process stays in place, and nothing goes out until a person approves it.

You get a roadmap with ranked use cases and costs. We can build it with you, your team can build it, or you can pick it up later. If we build it, the assessment fee is credited toward the work.

Let's get to work

Put AI to work on your team’s busiest hours.

Tell us where the hours go. We’ll tell you what we’d automate first and what it would take.

Get Started Schedule a Call
Get Started