One repeated workflow, fixed properly.
For document-heavy firms that know something is slowing them down and want a practical first move, not months of strategy work.
From diagnosis to implementation.
Discovery call
30 minutes to understand the firm and whether there is a concrete wedge worth working on.
Workflow audit
I map the current workflow, identify the real friction, and recommend the best first move.
$3k-$7k
First build
One owner, one measurable improvement, one real outcome.
$7k-$10k
Follow-on build
Expand into adjacent review, handoff, or knowledge-layer problems.
$12k-$30k+
Where repeated documents and coordination are already visible.
Repeated proposals, reports, submittals, or client updates.
Review cycles that burn senior attention because the right precedent is hard to find.
Handoffs that depend on project memory living in one person or a pile of old files.
Firms using generic AI tools without a real workflow strategy behind them.
"The point is not to force AI into the process. The point is to remove the friction."
Good fit is specific. Bad fit is specific too.
Good fit
- You run a document-heavy professional-services firm.
- You can point to one workflow that repeatedly slows delivery.
- You want a practical first move, not a giant AI program.
- You can give me access to the people closest to the work.
Still exploring
- You know the slowdown is real but haven't named the best first wedge.
- You've tried generic AI tools and the value never stuck.
- You suspect the issue is part process and part tooling.
- That is exactly what the audit is for.
Not the right fit
- You want a generic training day and nothing more.
- You need a large engineering team or a long managed-services relationship.
- You cannot identify any concrete workflow pain at all.
I stay close to the actual workflow, not just the story leadership tells about it.
I read the documents, look at the current process, and talk to the people doing the work. Then I narrow the problem until there is a clear wedge worth fixing. Sometimes the answer is AI. Sometimes it is better structure or better access to what the firm already knows.
If you already know which workflow is slowing everything down, that is enough to start.
Book a free discovery call30 minutes. No commitment. I'll tell you if I can help.