Modern Projects

Advisory

Turn AI ambition into a plan your firm can act on

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What we do

  • Opportunity audit

    We review how your team works and rank where AI creates the most value, with a scoped first project to start on.

  • AI search (AEO / GEO)

    We measure how ChatGPT and other AI tools describe your business, and fix your site and content so they recommend you.

  • Build or buy

    We test AI vendors on your own documents and tell you whether to buy, build or wait.

  • Leadership briefings

    Regular briefings for your partners and board on what AI can now do, what peers are doing with it, and what to do next.

What an audit delivers

Everything leadership needs to decide where to start, and what it will cost.

  1. Current-state map

    How work and data move through your firm today, and where time is lost.

  2. Ranked opportunities

    Each one scored on value, feasibility, risk and how readily your team will adopt it.

  3. Three paths forward

    The smallest useful first project, the one we recommend, and how it expands.

  4. Written scope

    Deliverables, acceptance criteria and timeline for the first project.

Common questions

  • A map of how work and data move through your firm, a ranked list of AI opportunities and three options for what to do first. The first project comes with a written scope that you can run with us, with another provider or in-house.

  • From your own numbers: hours per task, how often the task happens, error and rework rates, and the cost of delays. We state every assumption so your finance team can check it.

  • We have no commercial ties to software vendors. We test every recommendation against alternatives on your documents. When no product is ready, we recommend waiting.

  • We test each vendor on your documents and workflows. We score accuracy, fit with your systems, data terms, total cost and the vendor's stability. You get a written comparison and a recommendation.

Talk to us about where AI can make the biggest difference for your firm

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