Most clients begin with a fixed-fee, two-week AI Readiness Sprint. When it proves out, three engagement tiers take the work further, from operating architecture to ongoing fractional leadership.
For businesses that know AI should be helping but aren't sure where to start. We map where your team's time actually goes, identify the highest-value use cases, and stand up one working pilot with your people. You leave with results in hand, not a slide deck.
Book a Sprint ConversationA structured 2–3 week diagnostic of your firm's full operating layer — vendors, systems, workflows, and decision-making infrastructure. For firms that sense something is wrong but don't have language for it yet. The better first step when the questions go beyond AI to vendors, systems, and how the business is run.
Hands-on redesign of the operating foundation. Vendor negotiations, technology stack rationalization, AI workflow integration, and implementation oversight — executed alongside your team, not handed off to them. Typically follows the Assessment.
Retained fractional COO/CTO coverage — strategy, vendor governance, technology planning, AI roadmap, and operational accountability. Available as the firm grows, with full context and no handoffs. No re-onboarding, no starting over.
Map the current state — vendor stack, technology infrastructure, workflows, controls, and governance. Produces a clear, prioritized blueprint for what needs to change and why.
Execute the blueprint. Redesign the vendor stack, renegotiate contracts, modernize workflows, and build the infrastructure for where the firm is going — not where it's been.
Stay in the room as the firm scales. Manage vendor performance, oversee renewals, and ensure the operating model holds under growth. Full context, no handoffs.
Most clients start with the AI Readiness Sprint. If the questions are broader than AI, the Operating Architecture Assessment comes first. A 30-minute intro call is enough to tell which fits, with no obligation beyond it.