A call. An audit. Working tools. In weeks.
Nothing gets recommended until we understand exactly where the time is going. The process is the same for every engagement.
Four steps. No surprises.
Free discovery call
We talk through your practice and where the time goes. No pitch. No obligation. If we can't help, we'll say so. This is the starting point — nothing gets recommended before we understand what the actual problem is.
Workflow audit
If there is a fit, we come back and map your workflows in detail. We identify which tasks take the most time and where AI can genuinely remove them. You see the findings before we configure anything.
Configuration
We configure AI tools around your workflows, your voice, and your clients — starting with the highest-impact tasks from the audit. Everything is tested against real examples from your practice before it goes live.
Live. Refined as you grow.
Once live, it is all handled from your inbox. Send the brief, get the output back. No new tool to log into. As your practice changes, we refine the configuration. Monthly access, not a one-off project.
Everything you need. Nothing you do not.
Discovery call
A free 20-minute call to understand your practice and where the time goes. The right starting point before anything is recommended.
Workflow audit
A clear picture of where time is going and which tasks AI can realistically remove. This is what every configuration is built on.
Bespoke AI tools
Configured around your specific workflows and your voice. Tested against real examples from your practice before they go live. Operated from your inbox.
Ongoing refinement
Monthly access means the tools are maintained as your practice changes. Not a one-off project that goes stale.
Owner-managed firms where the admin never stops.
Typically 1–20 people. The owner carries the client work and the business admin at the same time. Written output — proposals, reports, client correspondence — takes up more of the day than it should.
- Accountants and bookkeepers
- Solicitors and legal practices
- Independent financial advisers
- Architects and surveyors
- Insurance brokers
- Management consultants
- Healthcare and therapy practices
Not for you if.
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You want a self-serve tool you can plug in without any involvement from us.
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Your practice produces very little written output for clients.
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You need enterprise IT sign-off or specific regulatory tool certification.
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You are primarily looking for help with lead generation, not workflow efficiency.
The first step costs nothing.
A 20-minute call. We understand your practice and tell you honestly what AI can and cannot remove from your week.
Book a free call