Services

Hire us in stages, not in the dark.

Each stage stands alone and produces something you can act on. You never commit to a build before the value, feasibility and risk are established in writing.

Stage 01

AI Workflow Audit

A structured examination of your current processes, tools, bottlenecks, and repetitive work — ending in a ranked opportunity list rather than a slide deck.

Deliverables
  • Current-state workflow map
  • Ranked AI opportunities with value estimates
  • Feasibility, model, and regulatory risk assessment
  • Estimated time and cost savings per workflow
  • Recommended technology stack (vendor-neutral)
  • 90-day implementation roadmap
Stage 02

Workflow Blueprint

The future system is designed, argued, and agreed before a line of production code is written.

Deliverables
  • Future-state workflow with trajectory definition
  • AI and human responsibility split
  • Integration and data-access plan
  • Data requirements, retention, and residency
  • Approval, exception, and escalation rules
  • Success metrics and evaluation set
  • Scoped implementation plan
Stage 03

Build and Implementation

We create, evaluate, and deploy the workflow on a harness built for reproducibility and review.

Deliverables
  • Working agentic workflow in your environment
  • Integrations to core, CRM, data room, and document stores
  • Regression and evaluation suite with pass thresholds
  • Full trajectory logging and replay
  • Runbooks and technical documentation
  • Operator and reviewer training
  • Launch support and hypercare window
Stage 04

Optimization and Support

Workflows drift as models, vendors, and policies change. We monitor and keep them honest.

Deliverables
  • Continuous workflow monitoring
  • Error, exception, and escalation review
  • Prompt, retrieval, and model improvements
  • New integrations as scope grows
  • Usage and ROI reporting
  • Governance and model-inventory updates

Also available

Supporting engagements.

Delivered standalone or folded into a staged engagement.

AI Strategy and Roadmap

A sequenced plan across functions, with build-versus-buy calls and a defensible budget.

AI Assistants and Agents

Task-scoped agents with tool access, guardrails, and mandatory human checkpoints.

Knowledge Systems and Document AI

Extraction, classification, and retrieval over credit files, filings, memos, and contracts.

Training and Enablement

Role-specific enablement for analysts, operations, compliance, and leadership.

Governance and Model Risk

Model inventory, evaluation evidence, and documentation aligned to your risk framework.

Evaluation Harness Engineering

Golden datasets, regression gates, and replay tooling that make behavior measurable.

Next step

Start with the audit

Fixed fee, one to three weeks, and a ranked list of the workflows actually worth automating in your firm.