The fractional AI team for your firm
Book a CallWhat we do
Strategy and governance
A plan for where AI pays off first, and rules that keep deal and client data private.
Tools and integrations
We procure and configure the right AI tools, connect your systems, and build workflows with your team.
Training
Hands-on training to help every team member get the most from your AI tools.
Support and reporting
We track spend and usage, report to management, improve systems, and support your team.
The optimal AI-stack
We've spent 10,000+ hours using finance and horizontal AI tools. We help you choose what to deploy at your firm, and make sure your teams get the most from it.
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Get more from your AI spend
We help your teams put AI to work from week one, so the tools you pay for deliver value every day.
Common questions
Our team works inside your firm, on site and in your Teams or Slack channels. One lead from our side reports to a sponsor on your management team. We set up the tools, build the workflows and train your staff.
First, we assess your teams, systems and recurring work. Then we roll out to one team at a time. After the rollout, we support your staff each month and add new workflows.
We meet the people who do the work and list their recurring tasks. We pick the tasks where AI saves the most time, build workflows for them and test them on real work. A workflow is done when the team uses it without our help.
We compare tools on fit with your systems, the work each team does and cost per seat, and test the shortlist on your documents. Then we connect the tools to your systems, match access to your existing permissions and set up shared prompts and templates for each team.
Hands-on sessions for each team, using their own documents. After the sessions, we hold office hours and answer questions in a shared channel. We track usage and give extra help to people who use the tools less.
Each month: usage by team and workflow, cost per seat, time saved on measured tasks and what we recommend building next.
