Service

AI Adoption

The tools you have, set up around how your firm works.

All services

Move beyond an isolated note taker. I connect AI tools to your firm's knowledge and existing systems, and identify repetitive work they can help with while human judgment, accountability and oversight stay with your people.

Best for

Firms that already use AI tools and want them to work with the rest of the operation.

01

More than having a tool

Your firm may already have AI tools. The question is how much you are getting out of them. Is a note taker the extent of it, or is it connected to the rest of your stack? Does it know how your firm works?

02

Work around the firm you run

  • Set the tools up around your firm's knowledge and ways of working.
  • Connect them to the systems you already run.
  • Find workflows designed to take repetitive work off your plate.

Human judgment, accountability and oversight stay with you and your people, where your firm's obligations require them.

03

A defined project

AI Adoption is scoped as a project, with the objective, scope and fixed fee agreed before work begins. Your team stays responsible for decisions and approvals.

Talk through AI Adoption.

The discovery call is where we work out whether this is the right fit for your firm.