Twice the clients.
Half the grind.
The AI operating system for boutique advisory and consulting firms: a typical engagement drops from ~120 hours of team time to under 40, proposals go out in days not weeks, and a 10-person firm makes room for ≈£1m more in fees a year — with no new hires. And you get your life back…
with expert practitioners — published
per typical engagement
to your first module live
behind our delivery team
High-calibre, fast, and built for boutique budgets.
We’ve delivered AI inside regulated, confidentiality-critical environments — and published the results. And with some of the UK’s top AI leaders on the team, we know exactly which parts of an engagement AI can take off your desk.
- AI pricing judgement aligned with expert practitioners 90% of the time — and took the firm to profitability. Published as a case study, not promised in a pitch deck.
- 99%+ document extraction accuracy, under 5% human review — the engine behind our research and deliverables modules, proven in regulated environments.
- Document assessment cut from weeks to days across 400+ proposals a year — the same production line behind our proposals and deliverables modules.
- 65% workload cut and 1,200% ROI delivered inside regulated financial services — measured, published, repeatable.
- 103 published AI case studies, many within advisory, finance and professional services — delivered by our Head of AI network.
- Delivery under NDA in confidentiality-critical settings — privilege, client confidentiality and data security designed in from day one, not retrofitted.
Watch the grind melt away.
One operating system covering every step of every engagement, plugged into the systems you already use — and bought one module at a time.
Add it all up — per typical engagement
That’s 1.5–2× the client work per consultant on the same headcount, conservatively — document-heavy practices sit at the top of that range.* And note which hours melt: the research overruns, the formatting, the write-ups — the hours that were eating your margin anyway. The two things AI doesn’t touch? The thinking and the client relationship. That’s where you earn the fee.
*The working, because you’ll check it. A typical engagement carries ~120 hours of team time; with the modules live we plan on ~40. 120 ÷ 40 says 3× the client work. We don’t claim that — freed hours never convert perfectly into new work, so we credit roughly half to two-thirds of the theoretical gain: 1.5–2×, depending on how document-heavy your practice is. (The module figures above show top-of-range times; no single engagement hits every top. And before anything switches on, we baseline your firm’s real numbers — so the claim you act on is yours, not ours.)
Proven on your own live engagements first.
No leap of faith. Evidence first, go-live second.
Pick your biggest pain
Book the free 30 minute Discovery Call. We work out your numbers live — the hours your team could get back, the margin you could recover — and identify the best module to start with. Decide to go ahead? Your 50% discount code is issued on the call.
Watch your twin at work
We build each module in a working copy of your process — a digital twin — running quietly alongside your live engagements. Your team’s involvement is a few hours of conversations, not a change programme: day-to-day work carries on untouched. And switching on is simple, because by then the module has already been doing the job on your own client work for weeks.
Live in 14 days
Your named team — Head of AI, Implementation Team and Trainer — configures the module to your templates, house style and systems, trains your people, and hands over with a quick-start guide. Then the next module — only if the first one proved itself.
Every module delivered by your Mini AI Department.
A bit of leadership, a bit of implementation, a bit of training. Every module comes with all three — not a generic support desk, not a junior consultant on their first AI project.
Strategy & Direction
- Leads the engagement from day one
- Owns the AI roadmap for your firm
- Works out your numbers on the Discovery Call
- Keeps up with what’s relevant in AI for advisory firms
- Your escalation point for anything significant
Build & Maintenance
- Builds and configures each module in your twin
- Connects to your existing tools and data
- Handles troubleshooting and edge cases
- Maintains and improves what’s been deployed
- Builds new integrations as the firm grows
Adoption & Embedding
- Trains your existing team on every module
- Creates simple how-to guides and SOPs
- Onboards new team members as you grow
- Captures user feedback for the Implementation Team
- Ensures AI actually gets used day to day
You COULD do this yourself. But don’t say we didn’t warn you…
10 reasons why it’s best to leave your AI build to the experts.
- Your hours are worth more. Every hour spent wrestling with AI tools is an hour not spent on client work or winning new business.
- Prompts are the free bit. Wiring AI into your systems, templates and house style is the hard bit. That’s engineering, not typing.
- The tools change weekly. Best model for report drafting this quarter? Cheapest to run? We track it daily so you never have to.
- Client data is confidential data. One paste into the wrong tool on the wrong settings and you have an NDA problem, mid-engagement.
- AI is confidently wrong just often enough to hurt. One invented figure in a client report can cost you the client and your reputation. Checking has to be built in, not bolted on.
- DIY dies at 70% done. A clever demo that never becomes a daily tool, because the last mile is the hard mile.
- Nobody to call. When it breaks at 5pm before a client presentation, DIY means you’re the support desk.
- The costs hide. Five subscriptions, creeping API bills, partner hours, abandoned builds. DIY usually costs more than we do.
- Adoption is the real battle. Half of AI failure is people quietly not using it. Training and trust don’t come in a download.
- You’d have no proof. No baseline, no evidence it worked. We measure your firm before and after, and switch nothing on until it beats your team.
Rather be in the 5%? That’s what the Discovery Call is for →
Questions advisory firms ask us.
How much time does AI save on a client engagement?
A typical advisory engagement carries around 120 hours of team time across its lifecycle — winning the work, research, delivery, reporting, client care and billing. With our AI modules, we plan on around 40. The thinking, the advice and the client relationship stay fully human.
What about AI inventing facts or figures?
The known failure of general-purpose chatbots — and exactly why our modules are built differently. Every research and drafting module links each claim to its source, so checking takes seconds rather than faith. Nothing client-facing leaves the building unreviewed: verification is built into the workflow, not bolted on afterwards.
How does the 50% first-module discount work?
Book a free 30 minute Discovery Call. We work out your numbers together — hours back, margin recovered — and identify the best module to start with. If you decide to go ahead, your 50% discount code is issued on the call. No payment is taken on the call; the discount exists because the onus is on us to prove the uplift on your own client work.
Will implementing AI disrupt our live client work?
Barely. We build each module inside a digital twin — a sealed, parallel copy of your workflow fed by a read-only, one-way sync of your data. Your firm runs business as usual while the twin runs in shadow against live engagements; your team’s input is a few hours of conversations and reviews, not a change programme. A module only switches on when it beats your team’s baseline, and you adopt them one at a time, at your pace.
Is our client data confidential and secure?
Yes. The twin environment is sealed, the data sync is read-only and one-way, no client data is used to train public models, and nothing writes back to your systems until a module graduates. We work under NDA as standard and have delivered in regulated, confidentiality-critical environments.
How quickly can our first module go live?
Fourteen days from the Discovery Call, for most modules. Each is configured to your templates, house style and systems, with your team trained before handover.
Does AI replace consultants and advisors?
No — it multiplies them. AI takes on the document-heavy, repetitive work: research, proposals, deliverables, reporting, admin. The thinking, the judgement and the client relationship stay with your people, who now have the hours to do more of it.
What if a module doesn’t deliver?
It doesn’t go live. Every module is proven against your own baseline on real engagements before it switches on — that’s the point of the twin. You see the evidence first; the risk of proving value sits with us.
Your next engagement could run
at AI speed.
Book a free 30 minute Discovery Call. We’ll work out how many hours your firm could get back, what that’s worth in client work and margin, and the best module to start with. Go ahead and your first module is 50% off — proven on your own engagements before it switches on.