The method is the same in every sector: pick a real workflow, build it on your own records, set the controls first. Only the workflow changes. Bring yours.
On the free call, name one process that eats your team's time. Documents in, a decision or a document out.
I tell you straight whether AI is ready for that workflow, whether it needs guardrails, or whether to leave it alone this year.
In the session, your team builds the workflow on its own records, with the controls set before anyone types a prompt.
A written summary and a fixed support period, so the system is used after the day is over.
AI drafts, checks and flags. Professional judgement, sign-off and regulatory responsibility stay with the qualified person, and every output is checked against its source.
Every engagement is scoped and quoted after the free discovery call. How each one runs is on the main page.
30 minutes, no deck. Bring a workflow and I will tell you straight whether AI is ready for it.
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