AI consulting
Know where to start with AI, and what comes next
A plan in order of payback, from the team that builds the first one and keeps it running.
Built forQopia FinancialJSI Systems
Advice from the team that builds it
Most owners know roughly where AI could help. What’s missing is someone to pick what goes first, build it, and be there when it needs fixing.
The advice starts with a working session and ends with a plan in order of payback. Weighing a hire against a partner? Hire, fractional or partner compares them.
A 10-year plan, one process at a time
Owners want their firm built around AI over the next 10 years. Each process pays back before the next begins, so the plan pays for itself.
What you get
A working session
On how your firm actually runs, with the people who do the work.
A plan in order
Every candidate process, by payback, with what each needs first.
What comes next
The processes to take on after the first, and what each one needs first.
The first build
We build the first process and keep it running.
Each step pays for the next
- A personA working session finds the first process
- The systemIt runs, and gives its hours back
- A personLeadership picks the next one each month
- The systemEach new process builds on the last
Who it’s for
Where it fits, and where it doesn’t
It fits
- Owners thinking about the whole firm
- One partner for the advice and the build
- Leadership ready to act on a plan
It doesn’t
- A slide deck for a board
- A vendor pick on a fixed scoring sheet
- Advice and build bought separately
Questions about AI consulting
What does an AI consultant actually do?
Finds where AI pays back in your firm, puts the options in order, and says what to leave alone. Our longer answer covers what to expect.
How do we choose one?
Ask what they recommended against last time, and who looks after the build a year later. How to choose an AI consultant has the full list.
Do we need to be ready for AI first?
No. Not being ready is a normal place to start, and the readiness assessment shows where you are.
What does it cost?
A monthly retainer. We don’t publish a figure, and the working session comes before any commitment.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Keep reading
Start with one process.
A working session on how your firm actually runs. You leave knowing the first process worth fixing.