§ 0The entry point
One workflow, proven in three weeks.
A focused three-week sprint that proves where an AI Team fits in your firm, with human review designed in from day one.
$20k–$30k 3 weeks One supervised pilot + production roadmap
§ 1The three weeks
A clear path from messy workflow to working pilot.
Week 1Plate 1
Discovery & workflow capture
- Interview the owner, operator, and key staff
- Identify the highest-friction workflows
- Map systems, data sources, roles, and approval points
- Shortlist candidate AI Teams
Week 2Plate 2
AI Team design & prototype
- Select one pilot workflow
- Write the Team Charter and Agent Cards
- Map inputs, tools, outputs, approvals, and exceptions
- Build a prototype on real or sanitized data
Week 3Plate 3
Pilot, review & roadmap
- Test the supervised pilot with your staff
- Surface failure modes and stuck points
- Deliver a dashboard and reporting concept
- Hand over an implementation roadmap and proposal
§ 2What you keep
Nine concrete deliverables you keep.
Whether or not you move to production, you keep a clear operating picture of your firm and a tested view of where AI safely belongs.
What happens after the pilot → See the work
- Workflow map
- System, data, and connector map
- AI Team opportunity backlog
Design the team
- Team Charter for the pilot
- Agent Cards for selected agents
- Risk and permissions plan
Prove it
- One working supervised pilot
- Dashboard and reporting concept
- Production implementation proposal
§ 3After the pilot
If it works, we build and operate it.
Production build$40k–$100k+
Secure connectors, production workflows, approval queues, logging, evals, staff training, and go-live support.
Managed AgentOpsfrom $5k/mo
We operate, monitor, and improve the AI Team after launch, and roll out new teams over time.
See the retainer →§ 4The first step
One workflow. One AI Team.
One measurable outcome.
Start with the three-week pilot sprint. It proves where AI fits in your firm, safely, before you scale it.