02
AI Workflow Implementation
We build the tools. We train the team. We stay until it sticks.
Once you know what to do, someone needs to actually do it. We build the AI workflow end-to-end, wire it into your existing systems, and coach the team through the first month of real use.
Daily rate or fixed-scope, agreed in writing.
What you get
A small, definite deliverable.
- 01A working tool configured to your actual business process — not a demo.
- 02Integration with the tools you already have (Microsoft 365, Google Workspace, your practice management system, your CRM).
- 03Written run-books so your team can use it without us.
- 04Two training sessions per user cohort, scheduled around your real calendar.
- 05A 30-day aftercare window for questions and small adjustments.
- 06Clear ownership: every password, every configuration, everything yours.
Who this is for
People who ask the right questions.
Clients who have finished an audit (ours or someone else's) and are ready to act.
Firms with a specific, identified workflow that is currently slow, expensive, or error-prone.
Teams who want the tool built properly once, rather than six prototypes that never ship.
How it runs
A short, clear rhythm.
- 01
Scope
A short written scoping note with fixed outcomes and a fixed price band.
- 02
Build
Two to six weeks of focused work. Weekly written updates. A working demo by week two.
- 03
Train
Small-group training sessions. Real tasks, not canned demos.
- 04
Handover
Full documentation, full ownership, a 30-day aftercare window.
On fees
Scoped and priced in writing before we begin.
Daily rate or fixed-scope, agreed in writing. Because the firm is new, we're taking on early clients at preferential rates — worth a conversation.
Details
About Implementation.
Start with a conversation.
Thirty minutes. At our cost. No obligation.