AI consulting for financial services
KYC intake, custodian-statement parsing, compliant client-comms drafting — Microsoft AI inside the SEC / FINRA controls your firm already runs.
Open landingThree questions · honest answer · concrete next step
Are we the right partner for your AI problem?
Most consulting websites make you book a call to find out if there’s any fit at all. This page is a short fit guide that does the work first. Three small questions about your AI problem — industry, shape, size — and you’ll know whether to book, lurk, or look elsewhere.
Question 1
What industry are you in?
Each industry has its own AI value pattern — what we ship for a 60-attorney law firm looks nothing like what we ship for a 90-bed clinic. Pick yours for a vertical-specific landing.
AI consulting for Pro Services
AI consulting for professional services
Proposal assembly, status-report drafting and knowledge agents over the project archive — the workflows that turn realisation leakage into billable capacity.
Open landingAI consulting for healthcare
Prior-auth drafting, patient-intake reconciliation, billing coding-query agents — administrative lift only, inside a HIPAA-aligned tenant with a signed BAA.
Open landingAI consulting for law firms
First-pass document review, precedent + memo knowledge agents, matter-intake automation — privilege-safe, with the duty-of-competence memo your ethics committee will accept.
Open landingAI consulting for Construction
AI consulting for construction
RFI response drafting, bid-prep support, voice-to-daily-reports, safety-doc workflows — Microsoft AI that survives the trailer, the truck and patchy connectivity.
Open landingAI consulting for Manufacturing
AI consulting for manufacturing
Quote-assembly agents, supplier-doc intake (CoC / MTR / COA), shop-floor work-instruction lookup — ITAR / AS9100 / IATF-friendly deployments that respect the audit trail.
Open landingAI consulting for retail & e-commerce
Product-content production, customer-service triage with AI disclosure, supplier onboarding, weekly buyer narratives — sitting on top of your Shopify / BC order data, not a third-party SaaS.
Open landingAI consulting for education
End-of-term report drafting, parent-communications agents, policy + safeguarding lookup, lesson-prep discovery — staff-side only; the DSL remains the decision-maker.
Open landingAI consulting for government
Constituent-inquiry triage, grant + RFP drafting, FOIA prep, policy + regulation lookup — Microsoft AI inside GCC / GCC-High under FedRAMP and NIST AI RMF.
Open landingAI consulting for technology + IT services
GitHub Copilot rollout, customer-support AI assist, internal knowledge agents, security-incident triage — inside the SOC 2 / ISO 27001 boundary your customers already trust.
Open landingThe five above are where we’ve repeated the pattern enough to commit. For other verticals — manufacturing, education, non-profit, public sector — talk to us; we’ll tell you whether we’ve shipped something analogous.
Question 2
What does the next 90 days need to look like?
Four engagement shapes. Pick the one that matches the conversation you’re currently having with your CEO, board or partners.
4 weeks · fixed scope
A working Copilot pilot, live in production
You have a tool licence and an executive who wants to see traction this quarter. We pick one workflow, ship it end-to-end with adoption support, and prove the pattern.
Best if: you have Microsoft 365 already, an executive sponsor, and need a defensible pilot result inside one quarter.
See the 4-week activation playbook4–6 weeks · advisory
A roadmap your board will fund
You need a sequenced, costed, governance-grounded plan — not another deck. We assess your stack, score 20-30 candidate use cases, and deliver a 12-month roadmap with measurable milestones.
Best if: you’re between $20M-$200M revenue and your CEO has been asked, “what’s our AI plan?” more than twice.
AI strategy & roadmapOngoing · 8–12 hrs/mo
A standing AI leader without the $300K hire
You need someone who owns the AI agenda — strategy, vendor selection, governance, ROI defensibility — but you don’t need 40 hours a week of it. Fractional AI leadership fills that seat.
Best if: you have 50-300 people, are buying multiple AI tools, and nobody currently owns the cross-cutting answer.
Fractional AI leadership6–16 weeks · build
A specific Microsoft AI deployment, shipped
You know what you want — a Copilot Studio agent, a Power Automate flow with AI Builder, an Azure OpenAI integration. We scope, build, deploy and hand it off with documentation your IT team can maintain.
Best if: you’ve already chosen the stack and need senior delivery rather than another opinion.
Microsoft Copilot consultingQuestion 3
How many people work in your business?
Size is the dominant predictor of fit. Here’s an honest break-down of where our engagement economics line up and where they don’t.
<30 people
Owner-operated SMB
Limited fitYou’ll get more from self-serve: turn on Copilot, work through the ROI calculator, follow the activation playbook. Engagement economics rarely make sense below 30 staff.
Try the AI ROI calculator30–100 people
Growth-stage SMB
Good fitThe sweet spot for a fixed-scope 4-week pilot. One workflow, one executive sponsor, one measurable outcome. Most of our case studies started here.
Run the AI readiness assessment100–300 people
Mid-market
Strong fitYou have enough scale that fractional leadership pays back inside two quarters, enough complexity that the roadmap matters, and enough budget that the pilot can scale.
See pricing & engagement shapes300+ people
Lower-end enterprise
Good fitWe’ll help on a specific engagement (governance pack, fractional CAIO for a quarter, Copilot Studio build) but we’re honest that the Big-4 consultancies are built for company-wide rollouts at this scale.
AI strategy & roadmapWho we don’t help
Five things we’ll politely refer you elsewhere on.
We’ve repeated each of these enough times to know it’s not where we add the most value. Naming them up front saves both of us a discovery call.
- 01
You want a chatbot on your marketing website. We do internal-workflow AI, not consumer-facing conversational UX.
- 02
You’re building a frontier model or a generative-AI product. We deploy Microsoft AI for operations; we’re not an ML research firm.
- 03
You need data-engineering or data-warehouse work as the bulk of the engagement. Bring a partner for that; we’ll layer AI on top.
- 04
You want us to replace headcount you haven’t communicated about yet. AI works in firms that lead with capacity, not layoffs.
- 05
You want a fixed-price guarantee of a specific ROI number before any discovery. We’ll guarantee a measurement plan, not a number.
For the researcher
Four pieces of writing that show how we think.
Microsoft Copilot
Microsoft 365 Copilot Pricing 2026: Real TCO
The $30 sticker is half the year-one spend. A line-by-line TCO walkthrough for a 100-seat SMB — plus the cost traps nobody quotes you for.
AI activation
4-Week AI Activation Playbook for SMBs
Week-by-week schedule, exit criteria, deliverables, and the three checkpoints that decide whether you scale or kill a pilot. The honest version.
AI Strategy
5 Questions That Disqualify an AI Use Case Fast
The most expensive AI projects aren’t the ones that fail — they’re the ones that should never have started. Five questions we ask before any build.
AI governance
AI Governance for SMBs: the 9-Document Pack
Nine one-page documents, two weeks, one named owner. The minimum-viable AI governance posture that answers 80% of any vendor-risk questionnaire.
No-pressure 30-minute call
If the three questions said yes — let’s talk.
We’ll spend 30 minutes on your specific situation. You’ll leave with a recommended next step whether you hire us or not. That’s the whole pitch.