Get a clear starting point and roadmap for AI in your firm.
We begin by evaluating your current technology, processes, and team skills, then co‑create a step‑by‑step plan that aligns with how your team really works.
AI Readiness Audit
An audit of your tech, processes, and skills, plus a two‑page list of next steps.
AI Strategic Plan
A detailed roadmap designed to prove value early and quickly scale wins.
AI Rules & Policies
Clear guidelines that guard client data and meet bar rules while letting you innovate.
Tool Selection
A shortlist of AI tools that suit your workflows and price point so you avoid wasting money.
Put AI to work inside the tools you already use.
We build and connect AI helpers to your document workflows, content channels, and client portals so adoption feels seamless and immediately valuable.
Content Tools
Built‑in features that help you create articles, posts, and proposals in your own style and branding.
Streamlined Research
24/7 research assistants that surface relevant trends, audience insights, and competitor moves.
Project Management Automation
Automated tools that track deadlines, flag bottlenecks, and keep teams aligned.
Custom AI Assistants
Workflows built for your firm, based on your unique way of doing things.
Empower your team to use AI confidently and effectively.
Through hands-on workshops and on‑call coaching, we turn skepticism into skill, ensuring everyone from partners to staff can leverage AI in their daily work.
Hands‑On AI Workshops
Role‑based classes with tailored use cases for marketing, business development, and client service teams.
Prompt Writing Skills
Tips and tricks on how to ask AI the right way and get solid answers every time.
Content Creation Workshops
Step‑by‑step guidance on using AI to draft articles, social posts, and client alerts quickly.
AI Coaching
Drop‑in office hours for real‑time help with prompts or workflow questions.
Use AI to find, attract, and win the right clients.
We help you pinpoint high‑value prospects, teach you to craft targeted thought leadership, and monitor the market so your firm grows in focus and revenue.
AI Client Finder
Spots prospects that match your ideal matters and lists the best way to reach them.
Thought Leadership Support
Turn your insights into posts, articles, and videos that attract the right clients.
Competitive Insights
Real‑time alerts on rival moves, new filings, and market shifts.
Proposal Builder
Drafts tailored proposals fast, using past wins to highlight your strengths.
Keep your AI tools up‑to‑date, reliable, and tailored to your needs.
We provide ongoing checks, change management support, and curated updates so your AI program continues to deliver value as technology evolves.
AI Quality Checks
Monthly reviews to keep accuracy high and errors low.
Change Management
Step‑by‑step guidance so your team adopts new tools smoothly.
Innovation Updates
Quarterly calls and tip sheets on the AI changes that truly matter to your practice.
Latest‑Tools Assurance
Ongoing scans of the market to keep your stack stocked with the best new AI tools for your needs.
