Get your professional services firm AI-first ready in six weeks
A complete AI operating foundation built around how your firm actually runs. Your methodology captured, your team trained, your governance signed off, and the first real capability live by week six.
Knowledge-dependent. Senior-stretched. Client-accountable.
Knowledge-dependent
Methodologies, client histories and pricing frameworks live with partners and senior staff. When they are unavailable the firm slows. When they leave, that knowledge walks out with them.
Senior-stretched
Your best people win the work and deliver the quality. They also write proposals, manage projects, handle client comms and onboard new staff. There aren't enough hours for all of it.
Client-accountable
Generic AI output doesn't reflect your methodology, your client relationships or your quality standards. Whatever you deploy has to work the way your firm works.
What an AI-first professional services foundation needs
What a complete AI foundation contains
Most AI fails because it lacks the right foundation. Our Lean Six Sigma approach starts with your processes and the people who run them, then delivers all five elements in parallel over six weeks.
Strategy
A 12-month AI roadmap built around your firm, your client base and your growth targets. Capabilities sequenced by impact and tied to measurable outcomes.
Knowledge architecture
Methodologies, frameworks, templates, pricing models and past project learnings captured into a knowledge base owned by the firm.
Governance
An AI policy aligned to your existing client confidentiality and professional standards frameworks.
Platform
Deployed inside your own environment with strict access controls, so your data, governance and audit trail stay under your control.
First live capability
One real capability live by week six, used by your trained team and producing measurable outcomes.
Technology
Platform-agnostic by design
The foundation isn't tied to a single vendor. We deploy and properly configure the enterprise platform that fits your stack, with knowledge architecture, governance and capabilities sitting in your environment. No lock-in as the model landscape evolves.
Claude (Teams or Enterprise)
The strongest model available today, and our default for firms in New Zealand, Australia and for global firms comfortable with VPN access.
Microsoft Co-Pilot
Native to Microsoft 365 and the wider Microsoft estate. The right choice for firms already running Microsoft.
ChatGPT Enterprise
OpenAI's enterprise platform. Familiar to teams already using ChatGPT, with the controls and configuration the firm needs.
What we deliver
Five AI capabilities, the right one determined by the foundations
Once the foundation is built (the process mapped, the knowledge captured, governance signed off) we know exactly which capability creates the most value for your firm. We deploy that one first. The foundation underneath carries every capability that follows.
Capability 01
Proposals and business development
Your firm's winning proposal methodology, structured into a system that any team member can draw from. Senior partners focus on relationships and strategy while proposals maintain the quality standard they set.
- Proposal and tender drafting
- RFP analysis and response
- Pitch deck content generation
- Case study and credential assembly
- Pricing framework application
Capability 02
Knowledge management and IP
Institutional expertise captured, structured and accessible to every person in the firm. New hires operate with the depth of a senior consultant from day one.
- Knowledge base architecture
- Methodology documentation
- Template and framework management
- Past project retrieval and Q&A
- Institutional knowledge capture
Capability 03
Delivery and project management
Project scoping, status reporting, risk tracking and client communications accelerated. Your delivery standard becomes a system the whole team can run.
- Project scoping assistance
- Status report generation
- Risk and issue tracking
- Client update drafting
- Resource planning support
Capability 04
Client communications
Professional, on-brand communications at scale. Meeting summaries, project updates and strategic recommendations drafted with your firm's voice and your client's context built in.
- Meeting summary generation
- Client update drafting
- Thought leadership content
- Strategic recommendation documents
- Newsletter and market update creation
Capability 05
Compliance and quality assurance
Professional standards, regulatory compliance and internal quality frameworks monitored continuously. Audit preparation, document control and policy management built into daily workflows.
- Compliance monitoring and alerts
- Quality framework management
- Audit preparation support
- Document control and versioning
- Policy document management
Proof
Measurable outcomes
reduction in delivery time
Across core professional services workflows. Proposal drafting, scoping, reporting and knowledge retrieval.
secured and centralised
Institutional expertise captured into one intelligence layer. Accessible to every team member, protected from key-person dependency.
faster tender preparation
Senior-person-dependent tendering restructured into a system any team member can execute. Business continuity risk eliminated.
A 30-minute confidential conversation
Walk us through what is stretching the senior team most. We'll give you an honest read on fit. We propose a way forward, or we point you elsewhere.