AI that earns its place, without the data risk.
Most businesses start with the assessment, then add what they need. Every engagement is built around one goal: keeping your client data private while AI does the heavy lifting.
AI Readiness and Security Assessment
A fixed-scope first step. I map where AI can save you real time, find where client data is currently exposed, and hand you a clear, prioritised plan you can act on, with or without me.
Book the assessment- 01A walkthrough of how your team works today and where AI fits
- 02A Shadow AI check, where client data may already be leaving
- 03Specific, safe tool recommendations matched to your work
- 04A prioritised, plain-language action plan and rough costs
Then grow at your pace.
Implementation
Managed AI
Targeted help, whenever you need it.
Shadow AI Check
Find where staff are already pasting client data into free AI tools, and close the gap before it becomes an incident.
Training and policy
A short, practical AI policy and a session that gives your team rules they will actually follow.
Workflow automation
Automate the repetitive admin that eats your week, quotes, intake, summaries, follow-ups, safely.
Internal AI assistants
Private assistants trained on your own documents and knowledge, answers from your firm, kept in your firm.
Not sure where to start?
Book a free discovery call. We'll talk through your business and the safest first step, no pressure, no jargon.