Strategy Audit

A 30-day AI roadmap, built around your firm

A diagnostic engagement led by Sam. We map your team's workflows, score where AI lifts real ceilings, and hand you a roadmap your team can actually run.

Book a 30-min call See what you get

One-off engagement. Clear deliverables. No retainer required.

Why firms book this

The roadmap your firm has been trying to write

Owner-operators know AI matters. The hard part is figuring out which workflows go first, which tools fit, and what to leave alone.

Every vendor sounds essential

Inboxes are loud. Every tool claims to be the answer. Without a roadmap built around your firm, you collect subscriptions instead of outcomes.

Your team is too busy to map this out

The people who know the workflows are the same people running them. Pulling them off real work to write a roadmap is the reason the roadmap never gets written.

You can name the pain, not the priority

Three or four workflows feel slow. Which one do you fix first. Which one is worth automating at all. Without a scoring lens you guess and hope.

Past pilots stalled

Maybe you tried a tool. Maybe a consultant left you a deck. The plan looked good. Nothing got built. The next attempt feels heavier.

You are quietly turning down work

The firm has more demand than it has capacity. Hiring is slow and expensive. You can feel the ceiling, but you can not see which lever lifts it.

Compliance and risk are part of the answer

Client data is sensitive. Regulators are watching. Any plan that ignores governance is a plan you can not run. You need someone who builds with both lenses on.

What you get

Six concrete deliverables, not a hundred-page deck

Everything you need to act on. Every output is yours to keep, share with your team, and execute against without a follow-on engagement.

01

Workflow map of your firm

A written map of how work actually flows through your team. Intake, delivery, comms, admin. The map your firm has needed for years.

02

Scored opportunity register

Every workflow scored on impact, effort, and risk. You can see at a glance which ones are worth automating first and which ones to leave alone.

03

30-day roadmap

A week-by-week roadmap your team can execute. The first wins are scoped tight enough that you ship them inside the first month.

04

Tool and stack recommendation

A short list of the right tools for your firm. Not the catalog. The two or three things you should actually pick up and the ones you should ignore.

05

Risk and governance notes

Where client data flows, what to put guardrails around, and what a sensible AI use policy looks like for a firm your size.

06

Written handover

Recordings, slides, decisions, and rationale captured in a single doc. Your team has everything to run the plan themselves, with us, or with anyone else.

How it runs

Four phases. One to two weeks end-to-end.

The audit is scoped tight on purpose. You get a roadmap fast enough to act on, with enough depth to be worth executing.

01

Discovery

A 30-min call with Sam. We understand the firm, the team, and the outcome you actually want from the audit. We confirm scope and dates.

02

Immersion

We meet your team. A handful of focused 30-min sessions across the workflows that matter. We capture how work actually runs, not how a process doc says it should.

03

Synthesis

Sam writes the workflow map, the scored opportunity register, the 30-day roadmap, and the tool recommendation. You see drafts before they are finalised.

04

Handover

A live walkthrough with the partners or leadership. You leave with every deliverable, the rationale behind each call, and a clear first move to ship in week one.

Worked example

What a recent audit looked like

6-person boutique law firm, Auckland

From "we should be doing AI" to a 30-day plan in two weeks

The partners knew AI mattered but kept stalling on where to start. Two weeks after the discovery call, they had a written workflow map covering intake, matter management, drafting, and client comms. Each workflow scored on impact, effort, and risk.

They left with a 30-day roadmap showing exactly which two workflows to automate first and what to leave alone. Today they run two assistants their lawyers actually use, and the partners can see a real path to new service lines they could never have staffed before.

Who this is for

Best fit

You will get the most from this if

  • You run a 4-30 person professional services or financial services firm.
  • You have at least one workflow that is clearly slow or expensive to run.
  • You can spare 4-6 hours of team time across the engagement.
  • You want to own the roadmap and execute it yourself, with or without us.

This is probably not right if

  • You already have a clear plan and just need someone to build it. Look at Custom builds instead.
  • You want an ongoing managed AI layer rather than a one-off plan. Look at Omni Command Centre.
  • You are a solo operator. The audit is shaped for teams.

FAQ

Common questions

How long does the audit take?

One to two weeks end-to-end from the kickoff call to the handover. Most of the elapsed time is calendar coordination with your team, not the work itself. We scope the exact dates on the discovery call.

How much team time does it cost us?

Plan for 4-6 hours total across your team. A 30-min kickoff with the partners, 30-min sessions with the people who run the workflows we are mapping, and a 60-min handover at the end. Light enough that the firm keeps running.

Do we have to commit to building anything after?

No. The audit is a one-off engagement with its own deliverable. You walk away with a roadmap you can execute yourselves, with us, or with anyone else. Most firms book a build off the back of it, but that is your call, not ours.

What does it cost?

Audits are scoped per firm. We confirm cost on the discovery call once we know the shape of the engagement. Most audits sit in a low one-off range and pay back inside the first build that follows.

Who delivers the work?

Sam delivers the audit directly. No junior consultants, no shadow team, no offshored synthesis. You get founder-level attention from the discovery call to the handover.

How is this different from the Omni Command Centre?

The audit is one-off and produces a roadmap. The Omni Command Centre is the ongoing managed retainer where we build, install, and run your AI operating layer every month. A lot of firms start with an audit and then move into Omni once a clear shape emerges.

Strategy Audit

Ready to see where AI actually fits your firm?

Book a 30-min call with Sam. We will scope the audit, confirm timeline, and answer anything not covered here.

Book a 30-min call