AI Coaching, Consulting and Development for Professional Services

AI doesn't just make your firm faster. It changes what your firm can sell.

We help professional services firms build AI into how they work, cutting delivery costs, expanding margins, and creating productized services clients will pay for.

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Built by practitioners who run their own business on AI systems - not consultants with slide decks.

The Problem

The firms falling behind aren't ignoring AI. They're simply using it wrong.

Most firms have people using LLMs here and there. A few power users, but no shared system, no strategy. The firms pulling ahead are using AI to change what they can deliver, and what they can charge for.

Where you might be stuck

AI use is individual and ad hoc. No compounding across the team
Large AI consultancies charge $500k+ and are built for much larger firms
Most engagements still run through the same senior people, so capacity barely moves

What firms pulling ahead are doing

Packaging AI-assisted analysis into services clients pay for monthly
Reducing hours per engagement while holding fee levels, expanding margin
Winning work competitors cannot replicate because they don't have the same system

Our Approach

A pragmatic path to value

We don't start with strategy decks or six-month roadmaps. We start small, prove ROI fast, then scale what works.

Start Where ROI Is Fastest

Low-risk pilots on high-volume workflows. Demonstrate quantified value before building anything complex.

Build Firm-Level Assets

Move from individual productivity to shared systems. What one person learns becomes what everyone knows.

Create New Revenue Lines

Package AI-assisted workflows into productized services your competitors can't replicate.

Typical Client Outcomes

30–40%

Delivery cost reduction through automation

1–3

New productized services within 6 months

15–25%

Margin improvement without raising fees

Training & Adoption

Three levels. Start anywhere.

Not every team needs custom agents on day one. We meet you where you are, start with low-risk pilots, and build from there as ROI proves out.

101

Foundations

Prompt Craft & AI Fluency

Writing structured prompts that produce reliable, sourced output
Custom GPTs and Claude Projects for repeatable tasks
Building a shared prompt library the whole firm can use

Outcome: Team saves 5–10 hrs/week. Everyone speaks the same AI language.

202

Power Tools

Skills, Cowork & Data Connections

Skills - packaging expertise into reusable, shareable instructions
Cowork - connecting to internal files and running longer tasks
MCP connectors to premium data sources and internal systems

Outcome: Individual workflows become firm-level assets. Internal data gets used.

303

Custom Development

Agents, Dashboards & Deployment

Tech-enabled services - custom tools for internal use or client delivery
Multi-agent orchestration with automated code review
Custom dashboards deployed to private sites, connected to all your data

Outcome: Proprietary tools competitors can't replicate. New services to sell.

Outcomes

What actually changes

Better margins on work you already do

When AI handles routine research, synthesis, and drafting, your delivery cost goes down. You keep more of every engagement without cutting fees.

New services your competitors cannot offer

The real upside is productized services: AI-assisted due diligence, continuous audit systems, and subscription offerings clients pay for repeatedly.

A team that punches above its size

AI-backed systems let firms with 15 people serve work that once needed much larger teams. You take on larger deals without matching the cost increase.

FAQ

Common questions

We already use LLMs. What is different about working with you?

LLMs use is often ad hoc and individual. We help you move from personal use to shared systems, and then from shared systems to services that can be sold as part of your offering.

We are a 10 to 20 person firm. Does this still work?

This is built for firms like yours. A smaller firm with strong systems can usually out-execute a much larger one that has not standardized AI yet.

How do you handle confidential data?

We create usage and security practices up front. Where needed, we use tool configurations and local model setups so sensitive material stays controlled.

Want to see what is possible for your firm?

In 30 minutes, we'll learn where your team is today, identify the highest-value starting point, and show you what the first engagement looks like.