Implementing AI in your professional practice is more than a technology upgrade— AI is a strategic investment in your firm’s future success and competitive advantage. As AI reshapes professional services, having secure, on-premises AI capabilities is becoming essential for maintaining market leadership and operational excellence.
Our process helps you choose and implement AI solutions that deliver clear business value at an investment level that makes sense for your firm. We focus on practical applications that create immediate impact while ensuring the highest standards of data security and client confidentiality. Here’s how we work together:
Our process helps you choose and implement AI solutions that deliver clear business value at an investment level that makes sense for your firm. We focus on practical applications that create immediate impact while ensuring the highest standards of data security and client confidentiality. Here’s how we work together:
Listen & Collaborate
We begin by meeting to understand your firm’s AI readiness. Through collaborative sessions, we seek to dive deep into your business operations—from client service workflows to back-office processes. We look for opportunities across your entire practice: automating tasks to address staffing challenges, enhancing client services, improving operational efficiency, and creating competitive advantages. This isn’t just an IT project—it’s a business transformation initiative that requires close partnership to identify the AI applications that will deliver the most value for your firm.
Propose Options
Based on our discovery findings, we develop two simple proposals that outline different approaches to achieving your goals. These proposals help frame key decisions like whether to deploy on-premises hardware or leverage existing infrastructure, what level of software integration and custom development makes sense, and how to balance performance with cost. This collaborative discussion helps us understand your preferences and refine the perfect solution for your firm.
Agree and Plan
Once you’ve selected your preferred solution, we work together to refine the details, settle on pricing and payment terms, and set the schedule. This phase includes finalizing contracts, establishing project milestones, and coordinating with your team to minimize disruption to your daily operations. We’ll create a timeline that accounts for procurement, provisioning, software development, installation, and staff training.
System Build
Our Los Angeles-based technical team procures, develops, and provisions your AI hardware and software. We conduct thorough testing in our facility (performance, thermal, etc.) to ensure a successful business outcome. During this phase, we implement security measures, establish monitoring systems, and prepare documentation for your specific configuration.
Deploy, Adjust, Train
We personally deliver and install your new AI system on-site and integrate it with your existing infrastructure. Our team works hands-on with your IT staff to configure networking, optimize the system for your specific use cases, and we provide comprehensive training; including for end-users and executives. We fine-tune the configuration based on real-world usage and ensure your team feels confident operating the new tools.
Support from Local Humans!
Your success is our ongoing commitment and we’ll remain available to help you get the most out of your investment in AI. We’re real people in southern California that you can call with questions or to ask for help. You won’t be routed to a call center.
We can provide continuous monitoring, regular maintenance, and responsive technical support to keep your AI system running optimally. Our team can conduct quarterly reviews to brief you on technology changes and recommend improvements.
Beyond technical support, we can serve as your AI advisory team—keeping your staff informed of relevant developments in AI technology, evaluating new tools and services that could benefit your practice, and helping you scale or adjust your AI capabilities as your needs evolve.
We can provide continuous monitoring, regular maintenance, and responsive technical support to keep your AI system running optimally. Our team can conduct quarterly reviews to brief you on technology changes and recommend improvements.
Beyond technical support, we can serve as your AI advisory team—keeping your staff informed of relevant developments in AI technology, evaluating new tools and services that could benefit your practice, and helping you scale or adjust your AI capabilities as your needs evolve.
Ready to go?
If you’re ready to explore AI implementation for your firm, contact us to schedule an initial discussion. We’ll learn about your needs and work with you to identify how best to create value for your firm with AI.
