AI audits & roadmaps

See where the time goes, and what to do about it

We sit with the people doing the work, map where time and information get lost, and show you where automation, AI, or better software pays off. You get a plan with honest recommendations: what to build, what to buy, and what to leave alone.

What an audit covers

Inefficiencies, opportunities, and the right tools for each

We have spent years inside health tech, accounting, and law, and we work with these tools daily. That is what lets us tell a real opportunity from a demo.

Where the time goes

Interviews and a walk through your real workflows surface the handoffs, double entry, and waiting that nobody writes down.

What is worth automating

Which of those are ready for automation, AI, or custom software, which need a process fix first, and which are not worth touching.

Vetted tools and vendors

We know the market from years of using it. Where a vendor already solves your problem, we say so and help you choose one that fits.

The right model for the job

Claude Code, ChatGPT, or open models you can run yourself. We work with all of them and will tell you which fits your data and your budget.

Data and policies

What leaves your systems, who sees it, what the vendor does with it. Our background in health, financial, and legal data means we ask these questions first.

A plan you can act on

A prioritized roadmap with a recommended first step, whether that is training, a tool, or something we build with you.

Start with the free diagnostic

The easiest way to see where AI and automation could pay off first. If there is more to find, we can widen it into a full audit and roadmap.

Get your free diagnostic

No commitment. No 200-slide deck. A plan you can act on.