§ 0Give away the map
Free tools for firms that want to operate AI.
Operating AI means picking the work, setting the rules, keeping a human in the loop, and measuring the result. These are the tools we use to do exactly that, given away so you can start before you ever talk to us.
01 § 1Start here
The framework, the check, and the field guide.
Three pieces, in order: read what AI readiness means, take an honest three-minute read on your firm, then take home the guide.
Guide · the five pillars
AI readiness assessment
What AI readiness actually means for a professional firm: the five pillars, the framework behind the check, and how to read your result. The plain-English map before you take the check.
Read the framework → Interactive · 3 minutes
AI readiness check
Answer nine questions and get an honest read on whether AI is entering your firm with an operating model — or without one. Built from the diagnosis we run in a paid engagement.
Take the check → PDF · email download
Field guide: Start with the work, not the model
The reframe that keeps AI under control, the four places work piles up, the line where judgment stays human, and your first move this week. No code, no jargon, no hype.
Get the guide → 02 § 2Direct download · no email
Starter checklists, one per firm type.
A one-page, print-and-act checklist that walks your firm through the first move: one workflow, one measurable outcome, one human review gate. Concrete for your kind of work. A partner can act on it Monday.
03 § 3Direct download · no email
Fillable AI Team templates.
An agent needs what any junior hire needs: a job description, permissions, review rules, and metrics. These are the documents we write for every team — blank, so you can fill them in for yours.
Team Charter (fillable)
The one-page charter for an AI Team: mission, the agents, permissions, review rules, escalation, metrics. Print it and fill it in.
Download PDF → Agent Card (fillable)
A single agent’s full spec: job, tools, permissions, inputs and outputs, quality bar, performance, escalation. Fill one out and you will see what a managed agent really needs.
Download PDF → § 4The first step
Rather have it run for you?
These tools get you to a strong first move. Operating AI for real — across your team, every day, with the gate held and the outputs tuned — is a job someone has to own. That is what we do.