Our Services

From audit to implementation to ongoing support.

We meet your firm where you are. Whether you're exploring AI for the first time or ready for a full-scale rollout, we have a path that fits.

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🔍
📊 Gap Analysis
📋 Roadmap
Assessment

AI Readiness Audit

Not sure where to start? We conduct a thorough assessment of your firm's current technology, workflows, and team capabilities to identify where AI can generate the highest return.

You walk away with a clear, prioritized report—not a sales pitch for tools you don't need.

What's included:
Current tech stack review
Workflow analysis & mapping
Team capability assessment
Data readiness evaluation
Prioritized opportunity list
Tool recommendations with pros/cons
ROI projections per tool
Implementation roadmap
🔧 Configuration
🎓 Training
Implementation

Full Implementation

We handle everything end-to-end: tool selection, procurement, configuration, integration with your existing systems, data migration, and hands-on training for your entire team.

When we're done, your team has AI tools that are actually working—not another login they'll forget about in a month.

What's included:
Tool selection & procurement
Account setup & configuration
Integration with existing systems
Data migration & formatting
Custom workflow design
Hands-on team training
Documentation & SOPs
30-day post-launch support
🔄
📞 Priority Support
📈 Optimization
Ongoing

Ongoing Support

AI tools evolve fast. New features ship monthly, new products launch weekly, and your team's needs change as they get more comfortable. We stay with you to make sure your AI investment keeps delivering.

Think of it as a fractional AI department for your firm.

What's included:
Monthly strategy check-ins
New tool evaluation
Troubleshooting & issue resolution
Training for new hires
Feature update briefings
Workflow optimization
Vendor management
Priority email & phone support
🌐
📱 Mobile-First
🔍 SEO Ready
Digital Presence

Website Redesign

Your website is often the first thing a potential client sees. If it looks like it was built in 2012, you're losing business before anyone picks up the phone.

We design and build modern, professional websites for professional services firms—fast, mobile-friendly, optimized for local search, and built to convert visitors into clients.

What's included:
Custom design & branding
Mobile-responsive development
SEO & local search optimization
Contact forms & lead capture
Google Business Profile setup
Analytics & tracking
Content writing assistance
Hosting setup & domain config

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, documentation, and ongoing support to ensure adoption sticks.

Tools we implement

HarveyClaudeBasisClayGammaOpenAIRogoSpellbook

Not sure which service you need?

Most firms start with a discovery call. We'll assess your situation and recommend the best path forward—no obligation.

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