How We Work
From first call to long-term partner— four phases, zero lock-in.
Discover → Pilot → Scale → Retainer. Each phase is optional. Each has a fixed scope. Each ends with something working. Stop when it makes sense. Keep going when it’s paying off.
Four phases. Each one optional. Each one fixed-scope.
Most AI consultancies push you into the biggest engagement they can sell. We invert that. Start with a conversation you don’t owe us for. If there’s a fit, start small — one automation, two weeks. If that pays off, scale at whatever pace makes sense for your business. Each phase is a real stopping point, not a funnel step.
Phase 01
Discover
30 minutes · usually this week
Is AI the right fix for you right now? We tell you straight.
What we handle
Listen to what's slowing your team down, map your time-sinks, and say plainly whether AI is the right tool — or whether the real problem is something else.
What you handle
Share one process that frustrates you most. No prep required, no slide deck. A real conversation about your actual work.
You walk away with
A straight-talk recommendation: which package fits, what we'd build first, and a written follow-up within 24 hours.
Ends with the feeling
“I finally got a real opinion, not a sales pitch.”
Phase 02
Pilot
2 weeks from kickoff to live
One high-impact automation, working in your environment.
What we handle
Build one production-ready automation targeting your biggest time drain. Integrate it with the software you already use (Clio, Drake, AppFolio, athenahealth, whatever). Train your team live, then leave recorded walkthroughs.
What you handle
Grant system access. Attend a 60-minute kickoff and one 30-minute training session. Approve scope refinements in week two.
You walk away with
One working automation live in your environment, complete setup documentation, a troubleshooting guide, and 30 days of post-launch support.
Ends with the feeling
“15 hours a week I'll never spend on this again.”
You can stop here. The Pilot is built to pay for itself — and plenty of engagements end exactly at this phase.
Phase 03
Scale
4–12 weeks across your business
Expand beyond the first automation. AI stops being a tool you use and becomes how you run.
What we handle
A written AI Readiness Assessment with a prioritized roadmap. Build 2–3 automations (Practice Accelerator) or a full-business transformation across intake, operations, billing, and client communication. Multi-session team training.
What you handle
Open more of the business to us: identify an internal champion, let us sit in on a few workflows, and green-light the roadmap priorities.
You walk away with
Multiple automations across your highest-value workflows, a prompt library tuned to your language, and a team trained department by department.
Ends with the feeling
“AI isn't a feature we use — it's how we operate.”
Phase 04
Retainer
Month-to-month · 30 days to cancel
An AI partner you don't have to manage.
What we handle
Keep your automations healthy, ship improvements as they're needed, run quarterly strategy reviews, and answer questions in a dedicated Slack channel. On-call when something breaks.
What you handle
Bring us new problems as they surface. Tell us what's working and what's not. That's it.
You walk away with
A monthly health-check report, minor automations on demand, quarterly roadmap updates, and someone who knows your stack cold.
Ends with the feeling
“I have an AI partner I don't have to manage.”
The important part
You can stop at any phase.
No multi-year contracts. No retainer lock-in. Every phase is priced as a fixed-scope engagement. If the Pilot pays off, we keep going. If it doesn’t, you walk with a working automation and no further commitment.
Some clients stop after the Pilot and come back months later when the next problem surfaces. That’s the relationship we’re building for.
What We Deliver
Our commitment to Springfield businesses
Save 10–20+ Hours per Week
Automate the repetitive tasks that eat your team’s time — client intake, email triage, invoice processing, and more.
Typical for professional services firms with 5–20 employees
ROI Within 60 Days
Most AI automations pay for themselves in under two months. We focus on the highest-impact opportunities first.
Based on typical professional services engagements
Plain English, Honest Advice
We’ll tell you what works, what doesn’t, and what’s not worth your money yet. Local partner, straight talk.
Ready to start at Phase 1?
Book a free 30-minute discovery call. No pitch, no pressure — just a real conversation about whether AI fits.