AI Adoption for Professional Services

Your competitors are already using AI.
Are you?

We help small law firms, accounting practices, and financial advisors adopt the AI tools that matter—without the complexity, overwhelm, or wasted spend.

⚖️ Law Firms
📊 CPA Firms
💼 Wealth Mgmt
🚀 VC & PE
79%
of lawyers use AI in some capacity
8%
of small firms have adopted it widely
5 hrs
saved per week with AI tools
3x
more likely to grow with AI strategy

Services that actually move the needle

We don't sell you on AI hype. We identify what tools will generate ROI for your specific firm, then help you implement them.

🔍

AI Readiness Audit

A comprehensive assessment of your current tech stack, workflows, and data readiness. You get a clear report of which AI tools will actually help your firm—and which are just noise.

Full Implementation

We handle everything: tool selection, procurement, configuration, integration with your existing systems, and hands-on training for your team. Walk away with AI actually working.

🔄

Ongoing Support

Monthly check-ins, new tool evaluation, troubleshooting, and training for new hires. Stay current as AI evolves without having to become an expert yourself.

🌐

Website Redesign

Your website is your first impression. We build modern, professional sites that reflect your firm's expertise—fast, mobile-friendly, and designed to convert visitors into clients.

Built for professional services

We specialize in firms where people are the product—and where AI can multiply their impact.

Law Firms

Harvey, Clio, Spellbook for research, drafting, and practice management

Learn more

CPA Firms

Basis, Botkeeper, TaxDome for bookkeeping automation and client service

Learn more

Wealth Management

Nevis, Jump AI for client prep, portfolio analysis, and compliance

Learn more

VC & PE

Affinity, Clay, Decile Hub for deal flow, research, and portfolio tracking

Learn more
Harvard Business School Campus
📍 Harvard Business School, Boston

Who we are

We're a team of Harvard Business School students who've spent years at the intersection of technology and business.

Our backgrounds span top venture capital firms in the Bay Area—where we watched hundreds of startups build workflows that let small teams punch far above their weight—to fast-growing AI companies, where we got hands-on with implementation: not just picking software, but making it actually work.

We came together around a simple observation: the AI tools transforming the best companies in Silicon Valley could do the same for a 20-person law firm or accounting practice. But most small firms don't have the time, expertise, or access to figure out what actually works.

That's the gap we're here to close.

🎯

Pattern Recognition

We've seen what works across hundreds of companies

🔧

Operator Experience

We've implemented these tools ourselves

🤝

No Vendor Bias

We recommend what's right for you, not who pays us

📈

ROI Focused

Every recommendation ties back to measurable value

How we work together

A clear process that respects your time and delivers results.

01

Discovery Call

30 minutes to understand your firm, your pain points, and whether we're a good fit.

02

Deep-Dive Audit

We assess your tech stack, interview key team members, and identify high-impact opportunities.

03

Implementation

Tool procurement, configuration, and integration. We do the technical work so you don't have to.

04

Training & Handoff

Hands-on training for your team, documentation, and ongoing support to ensure adoption sticks.

Tools we implement

HarveyClaudeBasisClayGammaOpenAIRogoSpellbook

Ready to stop falling behind?

Book a free 30-minute discovery call. No pitch, just an honest assessment of whether AI can help your firm.

Schedule Your Free CallSend Us a Message