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AI STRATEGY CONSULTATION

Get clear on where AI fits in your firm

A focused private session to choose the right tools, identify where AI can save you the most time and create an actionable plan for what to do next.

$750 · 60 minutes · Virtual · One-on-one or small team

WHAT HAPPENS AFTER YOU BOOK

Here's how it works

  1. Complete checkout — $750 for a private 60-minute consultation
  2. Check your inbox for a link to choose your date and time and complete a short intake form
  3. After scheduling, you’ll receive a calendar invite with the Zoom link, which you can forward to anyone else on your team who's attending. 
  4. About one week before the session, I’ll follow up to review and confirm the agenda with you.

Who should attend: Come solo or invite the two or three people who will be involved in putting the plan into action.

WHO THIS IS FOR

You know AI could help. You just need to figure out where it fits.

You may be paying for tools you barely use. You may have tried applying AI to sourcing tasks, proposals or other parts of your workflow, only to create more work for yourself. Or maybe your team is ready to move forward, but no one is sure where to begin.

During our session, we’ll focus on your firm, your actual workflows and the questions you need answered. You’ll leave knowing which tools make sense, where AI can have the biggest impact and what to do next.

What we'll cover

  • Your current tools — what’s worth keeping, what you can drop and what may be missing
  • Your biggest workflow challenges — where your firm is losing the most time right now
  • Your next steps — a clear plan for what to tackle first, second and third
  • A written follow-up — your plan, along with any resources we discussed
  • The session recording — so you and your team can refer back to it later
Training your whole firm instead?
If you're looking to get a full team up to speed rather than sort out your strategy, the 90-Minute Virtual Firm Training is the better fit — same practical approach, built for a group.

Please note: All private sessions are final and non-refundable. If you need to reschedule, please provide at least 24 hours’ notice. Sessions may be rescheduled up to twice and must be held within six months of purchase.