Bespoke tools, run in our own practice first.

The Readiness Model

Where the firm stands, in five stages.

A five-stage ladder from Curious to Operated that places the firm before The Audit and again at every quarterly review.

It exists to stop two common mistakes: buying a platform a firm is not ready to run, and treating individual use of chat tools as if it were a system. Most firms that call us sit at stage two. The model states what moves a firm to the next stage and what does not.

The Audit Workbook

Map and Weigh, on paper.

The structured workbook we complete with the firm during The Audit. It turns conversations into a record that can be scored, sequenced and quoted against.

One sheet per recurring workflow: who does it, how often, how long it takes, where it waits, what goes wrong, and what the firm would gain if the routine part ran on its own. Each candidate is scored for effort, risk and expected payback on the same scale, so the sequence is an argument you can follow rather than a preference.

The Workspace

One governed place for the firm to use AI.

A configured, administrator-controlled AI workspace for the whole firm, set up on the business tier of the platforms you already license, with the Operating Standard built into how it is used.

Most firms start with free accounts and personal logins. That is fine for curiosity and wrong for client work: data leaves the firm, nobody can see what was used, and every person starts from a blank page. The Workspace replaces that with shared, approved assistants for the firm’s recurring tasks, document libraries the assistants are allowed to read, model access chosen on fit, and a record of use.

The Agent Library

Ten roles, each with a stop built in.

A library of agent roles we have built for professional practices and configure for yours. Each has a defined job, defined inputs and outputs, and a defined point where it stops and waits for a person.

Agentic AI, as we use the term: AI that completes multi-step work, gathering, drafting, updating and routing, with your team reviewing and approving. These are the roles that work does. Most firms start with two or three, chosen in The Audit, and add others as Prove gives them reason to.

• 01

  Intake

  Answers a new enquiry in the firm’s voice, asks the right questions in the right order, checks conflicts where required, and books the meeting.

  Receives: an enquiry. Returns: a qualified file and a booked slot. Stops for: anything outside the script.
• 02

  Briefing

  Prepares the meeting brief before a client or prospect conversation: history, open items, recent correspondence, what to ask.

  Receives: a calendar entry. Returns: a one-page brief. Stops for: nothing; it is read, not sent.
• 03

  Meeting to record

  Turns a finished meeting into notes, decisions, action items, follow-up drafts and the CRM update.

  Receives: a recording or notes. Returns: a record and drafts. Stops for: approval before anything is filed or sent.
• 04

  Follow-up

  Drafts the client follow-up, the referral-partner note and the reminder sequence from the record, to the firm’s standard.

  Receives: an approved record. Returns: drafts in the outbox. Stops for: a person to press send.
• 05

  Document drafting

  Produces engagement letters, standard documents and client correspondence from the firm’s templates and the file.

  Receives: a request and the file. Returns: a draft with changes marked. Stops for: review and signature.
• 06

  Research

  Takes a question, gathers sources across the web and the firm’s own files, checks them against each other and returns a cited brief with the open questions marked.

  Receives: a question. Returns: a cited brief. Stops for: a person before anything is relied on.
• 07

  Renewal and recall

  Runs date-driven outreach: policy reviews, mortgage renewals, annual reviews, recall appointments, filing deadlines.

  Receives: the calendar and the file. Returns: drafted outreach on schedule. Stops for: approval, in batches.
• 08

  Standards check

  Reads a draft against the Operating Standard and the firm’s compliance rules before it reaches the approver, and flags what a reviewer would catch.

  Receives: any draft. Returns: the draft with flags. Stops for: the human approval it is there to support.
• 09

  Content

  Produces newsletters, market notes, client education and social posts on one voice, with the research step and the compliance step built in.

  Receives: the calendar and the voice guide. Returns: drafts for the channel. Stops for: editorial and compliance sign-off.
• 10

  Coordinator

  Sequences the others for a recurring operation, passes work between them, and escalates exceptions to a named person.

  Receives: a trigger. Returns: a completed operation or an escalation. Stops for: every point the standard says it must.

The Research System

A cited brief, not an answer.

A research workflow that returns a brief with its sources, its disagreements and its open questions, rather than a confident paragraph.

Professional work depends on knowing where a fact came from. The Research System gathers from the open web and from the firm’s own approved files, compares sources against one another, marks where they disagree, and returns a brief a professional can check in minutes. Market, regulatory, due-diligence and client-specific research all run through it.

The Operating Standard

The rules of AI use in the firm, written down.

A short, signed document that says how AI is used in the firm, what it may touch, what it may never touch, and who approves what. Written during Govern, trained during Maintain, revised at every review.

Most firms have a policy that says “be careful”. The Operating Standard is specific enough to act on: which tools, which data classes, which steps a system may complete alone, which require a person, how exceptions are escalated, how long records are kept and what clients are told. It is the document a regulator, an insurer or a new hire would ask for.

The Quarterly Review

Prove, on a calendar.

A fixed quarterly session that measures each running workflow against its baseline, re-places the firm on the Readiness Model, and decides what to keep, adjust, retire or build next.

Systems drift. Tools change terms, regulators publish guidance, staff turn over. The Quarterly Review is where that is caught. It is also where autonomy is earned: a step that has run cleanly for two quarters with a person approving may be considered for running without the stop, and the standard is amended to say so.