Forward-deployed. We work inside your business, on your accounts, until something useful is running.
Written down before the first client.
We work in your systems with access you grant and can take back. A confidentiality agreement comes before any files.
Each workflow is written up as it runs today, steps, systems and hand-offs, before anything is automated.
You use it on one routine task for a few weeks before your staff are asked to change anything.
Ask a question, get your firm's own answer with the document named.
If client details should not reach AI tools, we replace them with labels and the key stays in your drive.
A monthly limit and alert on AI usage, with use shown by person or team.
A named approver and an off switch on everything. Connections start read-only.
Off-the-shelf tools you can buy, chosen by fit. We disclose any interest we hold in a tool, in writing, before you decide.
Five steps, with a check at each one.
At every step: does it save time, cut errors and hold up at volume? If not, we fix it or drop it. We report what we measured, how and when. Anything else is called a hypothesis.
If we leave, nothing breaks.
You own
Every account, every password, your records, your website and domain, and the written setup so someone else can rebuild it.
We own
The build, the playbooks, training your team, and telling you plainly what worked and what did not.
The tool vendor owns
The software itself, on the terms the vendor states. Client data never leaves your engagement unless your contract says so.