Answer a 15-minute questionnaire about how your firm works. Within 24 hours you get a custom AI Automation Plan: the 5–10 tasks to hand to AI, the tools to use, step-by-step setup, and the hours you'll get back each week.
Most small firms are stuck between hype and hesitation. There's a new tool every week, consultants want five-figure retainers, and nobody on the team has hours to experiment.
Data entry, email follow-ups, document chasing and report prep quietly take 10–20 hours a week across the team.
ChatGPT, Copilot, Zapier, "AI features" in your existing software... which ones actually matter for your firm?
A traditional AI assessment runs thousands of dollars and weeks of meetings. Small firms need a faster, cheaper starting point.
A 15-minute online questionnaire: your firm, your team, the software you use, and the repetitive tasks that slow you down.
Within 24 hours: your top 5–10 tasks to hand to AI, recommended tools (often ones you already pay for), and the estimated hours saved for each.
Follow the step-by-step setup guides yourself, or add the Setup Kit for ready-made prompts, templates and workflows.
Ranked by hours saved and ease of setup.
Specific tools with typical costs, starting with what you already own.
Plain-English instructions your team can follow.
Per task and in total, so you can see the payoff.
Launch offer: the first 50 customers get 50% off the AI Automation Plan.
Free
A 5-minute snapshot of where AI could help.
$299$149 one-time
Your full custom plan in 24 hours.
$699 one-time
Your plan, plus everything ready to plug in.
$79 /month
Keep your plan current as AI tools change.
If your AI Automation Plan identifies less than 5 hours per week of estimated time savings for your firm, let us know and we'll refund your purchase in full. No hoops.
Owner-led firms with roughly 5–50 people: accountants, insurance agencies, financial advisors, real estate brokerages, property managers, small law firms and similar service businesses. If your team spends hours on repetitive admin work, it's for you.
No. The plan is written in plain English, and every recommendation comes with step-by-step setup instructions. Most steps take less than an hour.
Your answers are analyzed against a library of proven AI workflows for firms like yours, then turned into a prioritized plan that's reviewed for accuracy before it's delivered.
Yes. Don't include client names or sensitive client data in the questionnaire; we only need to know how your firm works. Your answers are used only to create your plan and are never sold or shared.
We start with tools you already pay for (like Microsoft 365, Google Workspace or your practice-management software) and only suggest new tools when the time savings clearly justify the cost. Typical costs are listed for each.
Within 24 hours of finishing the questionnaire, delivered by email as a clean, easy-to-share document.
If your plan finds less than 5 hours per week of estimated savings, contact us within 30 days for a full refund.
Yes. The Quick Scan is 5 short questions and takes about 5 minutes. You get your top 3 AI opportunities and a rough hours-saved range, with no payment needed.
The Quick Scan is free. The AI Automation Plan is $299 one-time, or $149 for the first 50 founding customers. The Setup Kit is $699 one-time. The Membership is $79 a month and you can cancel anytime.
Yes, at any time through the contact form, and you won't be charged again. If you cancel within 7 days of your first monthly charge, we refund that charge. Otherwise you keep access until the end of the month you've paid for.
Contact us before you submit the questionnaire or before your plan is delivered, and we'll refund you in full.
The Plan tells you what to automate and how. The Setup Kit adds the ready-made prompts, templates and automation recipes so you can implement everything faster, plus 30 days of email support.
Check out in a minute, answer a 15-minute questionnaire, and get your plan within 24 hours.
Get your founding planOnly 50 launch spots at 50% off.