AI Strategy Packages

    Choose the package that best fits your firm's AI adoption journey

    Foundations Strategy

    What's Included
    • 1-hour Discovery Session
    • Full Firm Audit and Needs Analysis
    • High-Level AI Adoption Plan (Short-Form)
    • 1 Follow-Up Advisory Call
    Engagement Length

    ~2 weeks total

    Accelerated Strategy

    What's Included
    • 1-hour Discovery Session
    • Full Firm Audit and Needs Analysis
    • Full AI Roadmap for Priority Adoption
    • Risk & Compliance Guidelines
    • Targeted Workflow Enhancements
    • 2 Follow-Up Advisory Sessions
    • Priority Email Support (30 days)
    Engagement Length

    ~4–6 weeks total

    Comprehensive Strategy ⭐

    What's Included
    • 90-min Discovery Workshop
    • Full Firm Audit and Needs Analysis
    • Comprehensive AI Strategy Roadmap
    • Role-Based AI Adoption Plans
    • Change Management Strategy
    • Integration Guidance
    • Implementation Coaching
    • 4 Follow-Up Advisory Sessions
    • Advisory Support (90 days)
    Engagement Length

    ~3–4 months total

    Not sure which package is right for you?

    Schedule a free discovery call with our team to discuss your specific needs and get personalized recommendations.

    No commitment — we'll help you find the right strategy path for your firm.

    Cookie Preferences

    We use cookies to enhance your experience, analyze site performance, and assist with our marketing efforts. We respect your privacy and comply with CCPA regulations. You can customize your preferences or accept all cookies. Learn more in our Privacy Policy