Services
From a single workflow audit to ongoing AI leadership — every engagement is scoped with clear deliverables, measurable outcomes, and controls that keep humans in charge.
Engagement models
Choose the model that fits your needs. Most clients start with a consulting engagement and expand from there.
Consulting & Automation
Best for firms that want clarity and ROI before building.
- Workflow map (current → future)
- Top 3 automation opportunities ranked by impact
- Data + access requirements checklist
- Risk controls plan (approvals, logs, guardrails)
- Implementation roadmap
Best for getting measurable time back quickly. One automation, fully built.
- One complete automation, live in production
- Documentation + runbook
- Team training on the new workflow
- 30-day support window
- Measurable before/after metrics
Multi-workflow transformation with ongoing support.
- Complete operational assessment
- Multiple automations built + deployed
- AI governance framework
- Integration with existing systems
- Ongoing retainer support available
Specialized services
Embedded C-suite AI leadership. Strategy, governance, vendor evaluation, team training, and implementation oversight on a monthly retainer.
Expert testimony in AI compliance cases. ABA Opinion 512 expertise. Deposition, trial testimony, and litigation support.
AI readiness assessments for PE/VC acquisitions in regulated industries. Scorecard, risk report, and post-acquisition roadmap.
Ongoing compliance management for auto dealers (FTC Safeguards Rule) and FFL dealers (ATF compliance). Monthly monitoring, audits, and reporting.
SaaS products
AI-powered closing management for law firms in attorney-close states. Document analysis, task automation, FinCEN compliance, GSCCCA eFile integration.
See Closing Manager →Reportability analysis for residential real estate transactions. 32+ exception scenarios, entity analysis, and decision-tree logic for the 111-field BSA E-Filing form.
Try the FinCEN Engine →Not sure which service fits?
Book a 15-minute fit call. We'll listen to your situation, confirm the bottleneck, and recommend the right engagement model — no pressure.