01 · INTAKE
Kickoff workshop, stakeholder interviews, and observation of the workflow as actually practiced — not as documented.
M1 · The wedge
The Operational Intelligence Assessment.
A fixed-scope evaluation of one or two real workflows to determine whether, where, and how AI belongs. Every engagement starts here — no exceptions. The output is a 90-day roadmap, not a sales deck.
PHASE 1 INTRODUCTORY RATE
Same scope, same price, every time.
$7,500
FIXED · 3 WEEKS
Who it's for
RIAs and boutique law firms with a specific workflow that feels like it should be faster or more consistent, but where nobody's confident enough to just automate it. If you can name the workflow and the person who owns it, you're ready for this.
Methodology
Four stages, in order.
02 · LEGIBILITY CAPTURE
Surfaces the undocumented judgment calls that the paperwork hides — the actual bottleneck, most of the time.
03 · BOUNDARY & QUADRANT
Scores which decisions can be delegated and which stay human-gated, against the Delegation Quadrant and Determinism Boundary.
04 · VERIFICATION & ECONOMICS
Screens what it costs to check the work against what it costs to do it — the roadmap follows from this math.
Deliverables
- Classification of 1–2 workflows against the taxonomy: legibility, exception mass, verification cost, risk class
- A named recommendation — automate, redesign, or leave human-gated — for each workflow
- A 90-day roadmap into whichever of M2–M10 the findings support, if any
- A written deliverable you keep regardless of whether you engage further
Timeline
Kickoff workshop, workflow selection, stakeholder interviews, observation sessions.
Scoring against the taxonomy; draft verdict and roadmap; evidence review.
Findings walkthrough with your leadership; final written deliverable delivered.
One engagement. One price. One next step.
Start with the free Diagnostic, or the Assessment directly.