Harmer Intelligence designs, builds and trains AI into the way your firm already works — including agentic systems that complete real tasks, not just answer questions.
Most owners we speak with have already tried something. The problem is rarely the technology.
A subscription was approved, a few people tried it for a week, and the work went back to the way it had always been done.
Most AI guidance is written for software companies, not for firms that answer to a regulator, a licensing body and a client.
Partners are billing, staff are busy, and learning a new way to work never reaches the top of the list on its own.
Every firm is told to adopt AI. Few are shown how.
Each one stands on its own. Most engagements begin with The Audit, because it tells us which of the others is worth doing first.
Where AI fits in your practice. A structured review of how work moves through the firm — tools, data, hand-offs — ending in a prioritised map of where AI returns time first, with effort, risk and expected payback for each candidate.
About The AuditIntake, scheduling and follow-up. New enquiries answered, meetings booked, and client follow-up drafted and queued for your approval, so nothing waits on a busy afternoon.
About The Front DeskDocuments, data and compliance workflow. Meeting notes that land in the CRM, documents drafted to your standards, and recurring operations handled end to end with your team reviewing.
About The Back OfficeContent and client communication. Newsletters, market notes, social posts and client letters produced on one consistent system, in your voice, with review built in.
About The StudioTraining, standards and ongoing advisory. Your team learns the tools and the rules behind them, you receive a written operating standard, and a quarterly review keeps the systems current as the landscape shifts.
About staying with you
Every method, tool and agent role on this site was built to run inside a regulated, client-facing practice first: investments, financial planning, mortgages, insurance and real estate under one roof, with a regulator, a dealer and a licensing body looking on. Meeting-to-record, client follow-up, document systems, research briefs and a content system all run there today, under a written standard, with a person approving what leaves the building.
Harmer Intelligence is where that work became a discipline of its own: a method, a toolkit and a training programme that other firms can use, whatever they practise.
Client data, compliance and trust were constraints from the first day, not a slide added later.
Map, Weigh, Redesign, Govern, Prove. The same five steps for every workflow, in every firm.
No reseller agreements and no referral fees. Set up on software you already pay for, documented so it belongs to you.
Every engagement moves through educate, structure, build and maintain. Inside it, each workflow is taken through the same five steps, and the two most projects skip, the rules and the measurement, are never skipped here.
Drawn with the people who do it: tasks, hand-offs, decisions, waiting, failure points.
The outcome in hours, dollars or output, and a score for effort, risk and payback.
Rebuilt from a blank page: what a system does, what a person decides, where they meet.
Who approves what, what may never be touched, what happens when the system is unsure.
Kept, adjusted or retired on the evidence, every quarter.
None of them is software we sell. Each is a way of working, a document or a configured system that runs inside our own practice and is set up inside yours, on platforms you already license.
Five stages from Curious to Operated. Where the firm stands before The Audit, and again at every quarterly review.
One sheet per workflow and one scoring grid, so the sequence of work is an argument you can follow.
One governed place for the firm to use AI: business-tier platforms, shared assistants, approved libraries, a record of use.
Ten agent roles built for professional practices, from Intake and Briefing to Meeting-to-record, Research and Coordinator. Each stops for a person at the points the standard requires.
A cited brief with disagreements and open questions marked, rather than a confident paragraph.
The rules of AI use in the firm, written down and signed, and the fixed session where results are measured and autonomy is earned.
An owner cannot judge a recommendation about a technology nobody has explained. So training opens every engagement, and it can be booked on its own.
Owners, partners, principals
A shared, realistic picture of what agentic AI can do in a firm like yours, and a decision frame for what to fund, stop or build.
The people who run the desk
Eight to twelve weeks for the two to four people who will carry AI inside the firm, with a first workflow built along the way.
Everyone in the firm
Short, role-specific sessions: the approved tools, the Operating Standard, the safe-use rules for client data, practice on real tasks.
Agentic AI, as we use the term: AI that completes multi-step work — gathering, drafting, updating and routing — with your team reviewing and approving.
A meeting ends and the notes, action items and CRM update are done. A document request arrives and the draft is waiting, built to your template. A research question comes in and a cited brief comes back for review. The work still gets approved by a person; it no longer waits for one to start it.
A working definition for owners and partners, the four things an agent actually does, and the one question to ask any vendor.
Read the noteWhy the firms that get value from AI start with a list of hand-offs, not a list of software, and how to build that list in an afternoon.
Read the noteThe questions a regulated firm should settle before anyone pastes a client file into a chat window, and a short standard you can adopt this week.
Read the noteThirty minutes, no preparation needed. You leave with a clearer picture either way.
