AI Lab

Where experimentation drives innovation.

A dedicated environment where we continuously test emerging tools, build custom solutions, and refine workflows before bringing them to clients. When we tell you something works, it's because we've used it in practice.

Schedule a demo Our approach

Four pillars of continuous improvement.

01 — Tool Evaluation

8–12 Tools Tested Monthly

Our evaluation goes beyond feature lists to answer the questions that matter to professional services firms.

  • Does it do anything existing tools can't?
  • Does it integrate with common platforms?
  • How does it handle confidential information?
  • Is it reliable enough for client-facing work?
  • Does it create efficiency or just complexity?
02 — Workflow Development

End-to-End Process Design

We develop complete workflows connecting AI capabilities to real business processes. Recent builds include:

  • Executive visibility to social selling
  • Automated lead enrichment pipelines
  • Competitive intelligence monitoring
  • Interview to multi-channel content
03 — Assistant Training

Continuous Capability Refinement

Our lab is the training ground for our AI assistants—continuously refined through real-world testing.

  • Marketing & BD best practices
  • New use case development
  • Performance testing vs. real scenarios
  • Client headache attack plans
04 — Documentation

Everything Documented & Shared

We document successes, failures, and unexpected discoveries—and share insights with clients.

  • Reusable playbooks for each context
  • Failure case studies to prevent repeats
  • Brutally honest tool feedback database
  • Quarterly methodology updates

Meet the AI team.

Beyond specific tools, we've developed a comprehensive operating system that integrates AI throughout our business. Our goal is to create the model for how modern professional services firms can work.

Market Intelligence
Sage

Continuously monitors industry innovation, competitor moves, and client opportunities, delivering personalized briefings to each team member.

Business Development
Scout

Handles prospect research, generates personalized outreach sequences, and supports proposal development while we focus on relationship building.

Marketing Strategy
Atlas

Creates integrated campaigns that span channels and ideates campaign concepts based on objective, budget, and target audience.

Social Media
Echo

Helps amplify clients' insights and our own, turning internal expertise into scroll-stopping posts, carousels, and commentary.

Content Creation
Drafter

Translates human insight into multi-format content and polishes copy so it sounds sharp without compromising authentic voices.

Behind the scenes: AI in action.

Night Shift — AI Works While You Sleep

OvernightSage scans global legal, consulting & accounting news sources.
OvernightScout analyzes LinkedIn activity and company announcements from target prospects.
OvernightAtlas analyzes competitor content performance and identifies content gaps.
OvernightEcho identifies trending topics and prepares draft social media content.
OvernightDrafter creates first drafts based on yesterday's client briefings.

Day Shift — Humans Review & Decide

6:00 AMAll assistants compile overnight work into prioritized briefings for human review.
8:30 AMTeam reviews briefings, approves social content, and prioritizes outreach.
10:00 AMAgency client strategy session — Atlas develops campaign concepts.
12:00 PMCampaign concepts shipped to client for review.
3:00 PMTeam approves AI transcript & follow-up while Scout starts the proposal.
5:00 PMEnd-of-day: approve tomorrow's research targets and content themes.

Built on continuous refinement.

Weekly

Lab Reviews

Structured evaluation of our latest experiments and their implications for client work.

Monthly

Client Pattern Analysis

Systematic review of patterns across client engagements to identify broader insights and improvement opportunities.

Quarterly

Methodology Refinement

Formal updates to our frameworks based on accumulated evidence from both our lab and client implementations.

Always On

Open Learning Archive

A growing repository of experiments, approaches, and outcomes that informs all our work and is selectively shared with clients.

Contact us today to discover how AI can transform your firm.

Schedule a demonstration of what's cooking in our lab to see how we're using AI in our day-to-day—and how we can bring it into yours.

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