The use cases worth building, ranked and costed.
Before you buy another AI tool, find out which work is worth handing to AI. We learn how your firm works and show you where AI will pay off first, so you invest with confidence instead of guessing.
How the work gets done today, from the people who do it.
A roadmap that shows impact, effort and cost for each use case.
Drafts the recap and next steps after every client meeting, for the owner to review and send.
From a short call to a roadmap your team can act on.
- 1 Scope We start with a conversation about your firm and your goals, then shape the assessment around them.
- 2 Interview Conversations with the people doing the work in marketing, sales, client service, operations and compliance.
- 3 Review We look at your tools and data: what connects, what is licensed and what AI can use.
- 4 Rank and cost We order the use cases by impact and effort and walk your team through the roadmap, with costs for each.
What you pay for the assessment comes off your next build.
Whether the roadmap points to workflows or a team workspace, the fee is credited toward its setup.
About the AI Assessment.
No. It is one way in. If you already know what you want, such as a specific workflow or a shared workspace, we scope that build directly.
We quote the price and length after a short call, based on the size of your team and how many tools we review.
Then you know before you spend on a build. The roadmap ranks every use case we looked at, so you can see what to do now, what to leave for later and why.
Whoever is involved in the processes we’re looking at. We agree on the list with you during scoping.
Only one that fits your tools, your rules and your budget.
Yes. Build it with us, with your own team or later. It is yours either way.
Where could AI help your firm most?
Let’s find out together, and give your team a clear, confident place to start.