What you’ll receive

A written AI action plan built around how your firm actually operates. Client intake, internal workflows, communication, documentation, and the repeat tasks that consume time you’d rather spend on client work.

Each recommendation explains what it is, what risks or limitations to consider, and how it fits your existing workflows without disrupting client relationships or your professional judgment.

You’ll also receive access to a curated resource library that expands on your report and stays updated as the technology changes.

The assessment takes about 15 to 20 minutes to complete. Your report is delivered within 48 hours.

How this compares

Free tools and vendor demos Cost: $0 Easy to access, but built to sell software. They rarely address how a professional services firm actually operates and almost never account for confidentiality, client trust, or professional liability.

Consulting and strategy engagements Cost: $150 to $400 per hour, or $5,000 to $25,000+ for project work Can be valuable, but typically require extended discovery and significant commitment before any direction is provided. For many firms, that’s a difficult ask before knowing if the investment makes sense.

This assessment and plan Cost: $249, one time A personalized analysis of your firm, tailored recommendations, and a practical action plan. Fixed price. No hourly billing. No subscription. No obligation to implement anything afterward.

Start your assessment

This plan is created individually for your firm. Because of that, all sales are final. If you have questions before purchasing, the FAQ covers what to expect.