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Audit · The diagnostic
Audit. The diagnostic. Most engagements start here.
Established firms have decades of process knowledge, real client data, and a tangle of tools that nobody fully understands anymore. Before we build anything, we sit down with your team and trace the actual paths data takes through your operation — what's automated, what's manual, where the friction is, and where AI can do real work without breaking what already works. The audit is opinionated. We tell you the highest-leverage move, not a menu of options.
What you walk away with
Deliverables
- Workflow map of your customer-facing operations
- Inventory of every system, tool, and data source we touched
- Gap analysis: what AI could do here, ranked by leverage
- 90-day roadmap with concrete next moves
- A 60-90 minute working session to walk you through it
Who it's for
A good fit if you're
- Firms with real data + real client relationships but no AI strategy
- Teams who've been pitched by AI vendors and want a second opinion
- Anyone unsure whether to build, buy, or wait
Engagement shape
Fixed-scope, 2–4 weeks, single deliverable. Often becomes the foundation for a longer engagement, but it stands alone.
Other services
The rest of the engagement model
Ready to talk?
Tell us what you're solving for. If Audit isn't the right fit, we'll say so.
Talk to us