Generic AI tools
Powerful models that can’t see your documents, workflows, or rules.
Founder-reviewed · Private by design
Find where AI can actually help your firm.
A short, founder-reviewed audit of where AI actually fits your firm — and a clear next step before your next AI spend.
The problem
Most firms buy AI before building the world it has to work in.
Isolated automations
A few agents that work alone — nothing actually connects.
Platform rebuilds
A full rebuild with no map of what changes, or why it pays back.
Your firm shouldn't have to fight the systems meant to help.
You have a competitive advantage in the files, emails, and workflows that are underutilized or forgotten about. Let's change that.
The AI & Tech Audit
What comes back.
Enough detail to decide what to do first — and the confidence that what you build is worth building. Scoped engagement, clear deliverables, written success criteria before anything is built.
Request an AI & Tech AuditWhat you get
- An AI opportunity map across your real work
- Where private AI fits — and where work should stay manual or governed
- Your knowledge and documentation gaps, mapped
- Workflow and system architecture, as it actually is
- A risk, permission, and governance read
- Quick wins you can act on in the first 30 days
- A 30/60/90-day roadmap with owners and decision points
- The first practical move, with enough context to act on it
Especially useful for
Built for firms with sensitive information and expensive workflows.
Not built for one vertical — especially useful wherever knowledge is trapped in files, approvals, and institutional memory.
Law firms
- Matter-specific knowledge retrieval
- Client communication workflows
- Document review and evidence tracking
- Conflict checks and permissions
Financial firms
- Client portfolio analysis
- Compliance and audit trails
- Research and market intelligence
- Risk assessment workflows
Universities
- Student support and advising
- Research knowledge management
- Administrative workflow automation
- Course and curriculum mapping
Family offices
- Entity and document organization
- Private, cited knowledge retrieval
- Reporting and reconciliation
- Access controls for sensitive files
Mid-market firms
- Sales and customer intelligence
- Operations and supply chain
- HR and talent workflows
- Product and service documentation
Request founder review
Tell us what's happening. We'll tell you whether an audit fits.
The request is intentionally short. A founder reads it first, then replies with the right next step — an AI & Tech Audit, a scoped pilot, or an honest no.
We take on a limited number of audits at a time, so each client gets founder-level attention from the people who design and build the system.
FAQ
Questions, answered.
What is the AI & Tech Audit?
A short, founder-reviewed audit of where AI can actually help your firm. We map your knowledge, workflows, systems, permissions, and current tool spend, then hand back a practical plan: what to build, what to skip, and how to know whether it worked.
Will you replace our existing software?
No. We map and integrate the tools you already run. The goal is to make your current systems AI-operable, not to rip and replace. We document how your firm actually works, then design the layers that make any model useful inside it.
Do you build custom AI models?
We help you build the environment any model needs to be useful — private intelligence inside your own walls. Once the foundation is there, the best model for each job can plug in. The moat is the environment, not the model.
Is our data safe?
Private by design. Your information stays inside your environment, we do not train on it, and every answer the system gives cites the source file it came from — which is what makes it defensible for compliance and client-facing work.
Who is this for?
Document-heavy firms with sensitive information and expensive workflows — law, finance, universities, family offices, and complex mid-market companies. If your firm runs on files, approvals, and institutional memory and AI still feels like a toy, this is for you.
What happens after the audit?
You own the roadmap. Build it internally, hire us, or partner with another firm — the deliverable is designed to be actionable whether we are involved or not. Our goal is clarity, not lock-in.