Engagements

Three ways to
work together

Every engagement starts with a conversation. Most clients begin with the AI Opportunity Assessment — a low-friction way to get a concrete picture of where AI creates real value in your firm, with no obligation to continue. Pricing on request.

02 // build something

Implementation Sprint

~ 4–6 weeks · fixed deliverable · fixed timeline

Focused execution of one well-scoped item — an AI workflow, a reporting pipeline, a custom analytical tool. Fixed scope, fixed timeline, defined output. Often follows the Assessment, but can be engaged standalone when you already know what you need built.

// example deliverables

  • AI research synthesis pipeline (filings, transcripts, data)
  • Automated LP or client reporting workflow
  • Document ingestion and workpaper drafting system
  • Custom portfolio analytics dashboard
  • Multi-step AI agent for a specific operational workflow
Discuss a Sprint

03 // ongoing relationship

Advisory Retainer

3-month minimum · ongoing · monthly cadence

An embedded advisory relationship for firms that want ongoing strategy, iterative builds, and a senior technical partner who knows their business. Dedicated hours each week, priority access, and continuity across projects. Most retainers begin after a completed Assessment or Sprint.

// what's included

  • Dedicated weekly advisory hours
  • Ongoing AI workflow development and iteration
  • Technology and vendor evaluation as needs arise
  • Priority turnaround on questions and decisions
  • Quarterly strategy review and roadmap update
Inquire About Retainer

Not sure which engagement fits?

Start with a conversation. We'll be direct about whether and how we can help, and what the right scope looks like for your firm.

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