Phase 1 · Consulting
The 30-Day Discovery Engagement
It begins with listening, not selling. We learn your firm's actual workflows, constraints, and goals before recommending anything — then hand you a prioritized blueprint built around them. The roadmap is yours to implement with us, another vendor, or internally. There is no lock-in.
A structured 30-day engagement
Four weeks from first interview to a custom AI Transformation Roadmap, sequenced and priced to your firm.
Days 1–7
Workflow Audit
Map every touchpoint from lead inquiry to case resolution and quantify time-cost per task across roles.
Deliverable: Current-state workflow map with time-cost analysis.
Days 8–14
Opportunity Prioritization
Rank automation opportunities by ROI, complexity, and staff impact; separate production-ready from experimental.
Deliverable: Prioritized opportunity matrix with projected ROI.
Days 15–21
Roadmap Development
Sequence initiatives into a phased 12-month plan with success metrics defined before deployment.
Deliverable: Phase-by-phase implementation roadmap with milestones.
Days 22–30
Readout & Handoff
Present findings and ROI projections to leadership. The roadmap is yours — implement with us, another vendor, or internally.
Deliverable: Full Transformation Roadmap + 30-day check-in call.
Ready to see your AI Transformation Roadmap?
Book a 30-minute discovery call. We'll map your highest-impact opportunities and explain exactly what a 30-day engagement delivers — no pitch deck, no pressure.