Our Method
The 10-step engagement method
This process was designed for operations leaders who have seen AI demos but never got to a measured outcome. For the COO who needs numbers, the managing director who needs a safe way to start, and the IT lead who needs an audit trail.
Every engagement follows the same steps, in the same order. You always know what's happening, what's next, and what we're shipping. The process is the same whether you're a 20-person firm or a 500-person practice.
Where are you in the process?
Discovery Call
A 30-minute conversation about your workflows and goals. We tell you whether a paid assessment would pay off for your team — and if it wouldn't, we'll tell you that too.
Fit / no-fit recommendation
Mutual Fit Check
We score the fit on both sides — your context, our specialty, your timeline — against a written rubric. You see the score, not just the verdict.
Qualified opportunity record + ICP fit score
Readiness Assessment
Ten business days of structured analysis. You walk away with a scorecard across 7 readiness dimensions, a prioritized opportunity register with ROI estimates, and a 1–6 month roadmap you own — whether or not you continue with us.
ACPI scorecard + opportunity register
Roadmap Prioritisation
Top opportunities ranked by impact, feasibility, and time-to-value. You leave with a phased plan and an investment schedule you can present internally — no guesswork about which pilot to start with.
Phased AI roadmap + investment schedule
SOW & Contract
Fixed price, fixed scope, written acceptance bar — signed before any build work starts. Compliance documents (BAA / DPA) included when your workflow needs them.
Signed MSA + SOW (+ BAA/DPA if required)
Kickoff
Day-one alignment. Teams introduced, milestones agreed, success metrics baselined, and a delivery schedule published. Nothing about the build will surprise you later.
Kickoff plan + delivery schedule
Build & Evaluate
We build against the evaluation dataset agreed at kickoff. You see the quality score before users touch anything — pass thresholds are met, or we don't ship.
Deployed agent + eval baseline + quality report
UAT & Handoff
Your team validates the system against the same evaluation set. Sign-off is on numbers, not opinions. You receive a handoff pack with runbooks, escalation contacts, and admin guide.
UAT sign-off + handoff checklist
Go-live
Staged rollout with explicit rollback triggers. We monitor for 24 hours of clean production telemetry before anything is announced, then sign the SLA.
Production deployment + SLA agreement
Run & Improve
Monthly Impact Report with hours returned, cost per task, and quality scores. The evaluation set evolves with your business, drift is caught early, and we plan expansion together.
Monthly Impact Report + renewal play
Next step
Assessment is where we start
10 business days. $5,000. Includes roadmap and next-step recommendation.
Apply for an Assessment →