You've spent the year buying AI licenses.
Your P&L still hasn't moved.
For CEOs, COOs, and founders of multi-employee firms ready to install an AI layer across the workflows that actually drive revenue and margin — not just the ones easiest to wedge a chatbot into.
Licenses bought. Productivity flat.
Spend went to the vendor. Output stays with the operation. Most firms have paid for the first and never rebuilt the second.
The average mid-market firm now carries thousands of dollars per knowledge worker in AI license spend. Seat utilization rarely clears 40%. Realized productivity lift rarely clears single digits.
Licenses sit on top of the operation. The lift comes from rebuilding the operation underneath. That's the work.
Three offices. Same operation.
We don't bolt AI onto whatever's easiest. We pick the workflows that move the P&L and rebuild those.
Every workflow we touch gets the same five-layer build underneath — models, knowledge, agents, the rebuilt workflow itself, and the dashboards that prove it's working. What changes is which workflows we touch, in what order, and how deep.
The Sweep tells us which. The Install builds them. The Retainer keeps them running.
See the Method →Firm-wide build or a measured win first.
Same operation, same standard of work. Different scope and timeline.
Foundation Build
Productivity lift measured in the P&L.
Beachhead Build
One operational domain. KPIs moved in 60 days.
What happens once you hire us.
THE SWEEP · 2–3 WK
An end-to-end audit of the operation. Filed as a 90-day plan.
We map every workflow. Reconcile every AI license against actual utilization. Build a workflow-by-workflow ROI model and a governance review the partners can sign. Fixed fee. You keep the deliverable whether you hire us for the build or not.
THE INSTALL · 60–120 D
The custom AI layer, built and deployed into the operation.
Models picked per workflow. Firm knowledge embedded with retrieval tuned to your domain. Agents built around named workflows. The workflows themselves rebuilt around the agents. Dashboards instrumented and signed off by IT and legal.
THE RETAINER · ONGOING
The build, running and tuned. The numbers reviewed in your boardroom.
Monthly KPI review. Quarterly business review. Vendor management across the whole AI stack. Governance kept current with regulators and the firm's own policies. New builds added as the operation evolves.
In your firm's language.
CPA Firms
Close, reconciliation, CAS
Law Firms
Discovery, drafting, intake
Consulting
Knowledge, proposals, IP
Marketing
Production, reporting, QA
What you won't get from the firms who normally pitch you.
The status quo of mid-market AI advisory falls into two patterns. We're neither.
They hand you a roadmap. We hand you the operation, running.
A 60-page deck and a phased plan doesn't move the P&L. We sweep, build, install, and stay on retainer until the numbers prove it.
They wire up tools. We rebuild the workflows underneath.
A chatbot bolted on top of a broken workflow leaves the productivity gap exactly where it was. The workflow is the work.
What partners ask before they sign.
Book an Ops Call.
30 minutes. Operator-to-operator. No deck. No follow-up nurture sequence designed to wear you down.
Book an Ops Call →