A focused two-week engagement that maps your firm to the AI worth building, flags what to avoid, and hands you a decision-ready plan. Method-driven, not hype-driven. You leave knowing exactly where you stand — whether or not you build anything with us.
Every business is being pushed to "do something about AI." Very few are being told what that something should be — for their industry, their data, their way of working. So the money goes to whatever's loudest: a tool that doesn't fit, a pilot that fizzles, a subscription nobody opens.
The result is a strange kind of paralysis — spending without progress, or waiting because the whole thing feels like a gamble. It isn't a gamble. It's a diagnosis problem. The firms that get real value from AI aren't the ones that move fastest; they're the ones that know precisely where it fits before they spend a dollar.
That's what this audit is for.
It's a paid, independent diagnostic. You're buying clarity, not a pitch. Over two weeks we examine your business against a clear framework and hand you a prioritized, costed plan for what's actually worth doing.
a rigorous, methodical look at where AI genuinely fits your business, scored against a consistent framework, delivered as a ranked and costed roadmap.
a disguised sales call, a generic "AI is the future" deck, or a nudge to buy tools you don't need. If the honest finding is that you should fix your foundations before spending anything on AI, that's what we'll tell you — and we'll show you how.
Every business is different. But the questions that decide whether AI works — or quietly fails — are the same five, whatever your industry.
Where the information a build would need actually lives, how it's structured, and whether it can be connected — or whether it's scattered across systems and people's heads.
Whether the tools involved genuinely talk to each other today, or a human bridges every gap by copy-paste. The plumbing matters more than the intelligence.
The workflow as it *really* happens — exceptions and all — not the tidy version. You can't automate what you can't articulate.
Once a build exists, who owns it, notices when it drifts, and fixes it when it breaks. A tool with no owner quietly rots.
What happens if it gets something wrong, and how much human oversight that demands. Knowing exactly where a human must stay in the loop is what separates safe adoption from an expensive mistake.
We don't just score you and leave. We rate your readiness across these five lenses, identify the specific opportunities that fit your business, and prioritize them by effort and impact — so what you get is a ranked plan, not a wish-list. And because our recommendations are built to compose into one connected set of business systems rather than another pile of disconnected tools, what we suggest fits together instead of fragmenting your stack further.
A bounded engagement designed to demand as little of your team's time as possible.
A kickoff, focused interviews with a few key people, a review of your core systems and how your data is organized, and mapping of the workflows that matter most. The load is mostly on us; we need a few hours of the right people, not a standing commitment.
We score your readiness, identify and prioritize the opportunities that fit, model the effort and impact of each, and build your roadmap. We close with a findings session — a working conversation, not a document dump — where you can push back and leave with a clear decision.
Four tangible, productized deliverables — yours to keep and act on, with us or without us.
Your business scored across data, systems, process, people, and risk — so you can see exactly where you're ready and where you're not.
A prioritized shortlist of the AI builds that fit you, each mapped to effort, impact, and the part of your operation it improves — so "what should we do first?" has a clear answer.
A plain summary of your data-security and regulatory posture as it relates to AI, including the policies to put in place before you start.
A single, costed recommendation for where to begin, with the reasoning behind it — the difference between a plan and a nice idea.
The framework is universal. The application isn't — so we audit each industry against the operations that actually matter to it. Find yours:
Matters, documents, conflicts, deadlines, and the confidentiality obligations that make AI adoption higher-stakes.
Capacity, scope creep, asset chaos, and client approvals — the things quietly eating your margin.
Reconciliation, document extraction, filing deadlines, and the financial-data governance that comes with them.
Patient intake, claims, and the compliance-critical handling of protected health information — administrative and operational, never clinical.
Any small or mid-size business that doesn't fit a named vertical — one taxonomy across sales, delivery, knowledge, people, and governance.
Not listed? We work with other professional-services firms too. Start with the free assessment below, or talk to us.
Our online self-assessment takes about five minutes and gives you a first read on where your business stands — no cost, no call required. You'll see roughly where you land and what's possible, then decide whether the full audit is worth it.
It's the lowest-commitment way to begin. Most firms who take it come to the audit already knowing the right questions to ask.
The audit is built for professional-services firms whose leaders want a straight answer about AI rather than a science project — typically owner-led businesses and practice groups from solo through around fifty people.
It's probably not for you if It's probably not for you if you want a free opinion, you need someone to rubber-stamp a tool you've already bought, or you're not prepared to act on what you find. We keep our engagements few and high-quality on purpose — this works best for firms genuinely ready to decide.
Starting at $3,000
for the full two-week audit and all four deliverables. Exact scope is confirmed with you up front, so there are no surprises.
If you decide to move forward with a build, the full audit fee is credited toward your implementation — so if you build with us, the diagnosis effectively pays for itself.
Two weeks from now, you could know exactly where your business stands with AI, what's worth building, and what to do first — instead of wondering whether the tools you're paying for are doing anything at all.