Support that keeps your firm ahead as the tools change.
We keep an eye on what we built, make small improvements, review what to automate next every quarter and give you a straight answer when a new AI tool appears.
- OctReview
- NovBuild: renewals
- DecMeasure
- Ongoing
- Monitoring, improvements and a quarterly review
- Optional. You own everything either way
What the support covers
Monitoring what we built
Workflows watched so a failure is caught and fixed before your team has to notice it.
Small improvements
Adjustments as your firm, your clients and the tools you use change.
A quarterly review
What the workflows have done, and what to automate next from the audit list.
A straight answer on new tools
When a new AI tool appears, whether it is worth using in your firm and what it would mean for client data.
How the support runs.
We watch
What we built is monitored, so problems are found early.
We improve
Small changes are made as they come up, without a new project each time.
We review
Every quarter we look at what is working and agree what to automate next.
You ask
When a new tool or rule comes up, you get a plain answer rather than a sales pitch.
Optional, and you own everything either way.
Consulting is not required to keep what we built running. You own the build, its documentation and the accounts it runs in.
A person approves it, and you can explain it.
A workflow that cannot be explained to a compliance officer should not exist.
- Human approval on every workflow, no exceptions
- UK GDPR built in: UK/EU hosting, no-training AI providers, a DPA first
- You own the build: your accounts, your documentation, no lock-in
- One person from the first call to the handover
What firms ask before they call.
Do we need consulting after a build?
No. It is optional. You own the build, its documentation and the accounts it runs in, so you can run it yourselves.
What does the quarterly review cover?
What the workflows have done, what has changed in your firm and in the tools, and what is worth automating next.
How do you handle new AI tools?
We tell you plainly whether a new tool is worth using in your firm, and what it would mean for client data and your regulator's expectations.
Who checks the output of the workflows?
Your team. Every workflow ends in an approval queue, and nothing is posted, filed or sent until a person approves it.
Audit. Automate. Advise.
- AI AuditLearn more
- AI AutomationLearn more
Ready to get your team back to the work you hired them for?
A 20-minute call. We will tell you honestly what is worth automating, what is not, and whether an audit makes sense for you.