AI Audit · Fixed-Price · For Professional Firms
A fixed-price audit that maps your operation, surfaces the highest-ROI automation opportunities, and gives you a written implementation roadmap. No vague proposals. No hourly billing. Three tiers, sized to your firm.
For firms with 1–5 staff
one-time
A focused audit for small firms ready to automate their first high-impact workflow.
Delivered in 1 week
For firms with 6–20 staff
one-time
Our most popular audit. Multi-department review with a 90-day roadmap and post-delivery support.
Delivered in 2 weeks
For firms with 20+ staff
$1,500 deposit, $13,500 invoiced after kickoff
Comprehensive audit for established firms. Full operational mapping, executive presentation, ongoing review.
Delivered in 3 weeks
Secure payment via Stripe. 7-day refund window before discovery session begins.
What Happens After You Purchase
Choose your tier and pay securely via Stripe, or book a discovery call first if you'd prefer to discuss before committing.
Within 24 hours, you receive a short questionnaire (10 minutes) and a Calendly link to schedule your discovery session.
Working sessions with you and your team to map workflows, surface bottlenecks, and identify automation opportunities.
Delivered within your tier's timeframe. Ranked opportunities, projected ROI, implementation roadmap. Build engagements quoted separately if you want to proceed.
AI Audit FAQ
Tier size scales with firm complexity. More staff means more workflows, more stakeholders, and a deeper audit. Essential covers a single principal and up to 3 workflows. Professional adds multi-department review, department head interviews, and a 90-day implementation roadmap. Enterprise covers the entire operation across all departments with executive presentation and ongoing review. Pick based on your firm size, not your appetite for spend.
Book a free 30-minute strategy call. We'll talk through your operation and recommend the right tier, or tell you if a tier isn't needed at all for what you're trying to solve. No pressure, no upselling.
A written report (length varies by tier) identifying your highest-ROI automation opportunities, ranked by impact and ease of implementation. For each opportunity: estimated hours/week recovered, build complexity, projected cost, and recommended sequencing. Plus a walkthrough call to present findings and answer questions.
No. The audit is the roadmap. Build engagements are scoped and quoted separately once you've reviewed the audit. Build engagements typically range from $15,000 to $60,000 depending on complexity and number of workflows automated. Many clients begin with a single high-ROI build before expanding.
You have 7 days from purchase to cancel for a full refund, no questions asked, provided the discovery session hasn't started yet. Once the discovery session begins, the engagement is non-refundable. We don't pressure anyone into proceeding to a build after the audit. If the report says there's nothing high-impact to automate, we'll tell you.
Most enterprise buyers want a kickoff conversation before committing the full amount. The $1,500 deposit secures your engagement slot, funds the initial discovery phase, and is fully credited toward the $15,000 total. The $13,500 balance is invoiced after the kickoff call once scope is confirmed.
Yes, for Professional and Enterprise tiers. Email [email protected] with your firm details and we'll send a Stripe invoice with net-7 payment terms. Essential is card payment only.
Still Deciding?
If you'd rather talk through which tier fits your firm before buying, book a 30-minute strategy call. We'll recommend the right tier, or tell you if none of them are needed.
Book Your Free Strategy CallNo pitch, no invoice, no follow-up pressure. If we're not a good fit, we'll tell you.