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Applied AI services

From a workflow that costs you, to one that works

Most AI projects fail on the questions nobody asked first: which workflow is actually worth changing, what data may be used, where a person must stay in the loop, and what result would justify continuing. We answer those before building anything.

How an engagement runs

  1. 01

    Readiness assessment

    A scoped engagement, measured in weeks

    We examine the workflow you want to change and everything around it: your current process, the systems you already pay for, who may see which data, where identity and access sit, what the risk actually is, and what a good outcome would be worth.

    A written assessment ending in one of five decisions — including two that mean you should not hire us for the build.

  2. 02

    Measured pilot

    One workflow, one measurement period

    If building is the right call, we run it as a bounded pilot: a baseline recorded before anything changes, one primary measure, explicit human review points, and a stop condition agreed in advance.

    A working workflow and an honest read on whether it paid for itself. A pilot that shows it did not is a real result, and we say so.

  3. 03

    Custom agentic build

    Scoped from what the pilot proved

    Production work on the platform behind Tax Aide and NestPilot Retirement: your domain rules encoded, delivery in the channels your business already uses, and a named human gate on every consequential step.

    A system you can operate, with the review architecture built in rather than bolted on.

Every assessment ends in one of five decisions

Two of them mean you should not hire us to build anything. That is deliberate — an assessment that can only conclude “build it” is a sales call with a report attached.

  • Configure

    The tool you already pay for does this. We show you how and leave.

  • Buy

    An established product solves it better and cheaper than a custom build.

  • Build

    The workflow is specific enough to your business to be worth building properly.

  • Refer

    Someone else is better qualified for this one. We say who.

  • Decline

    The value, safety, readiness, or repeatability is not there. A well-evidenced no is a real result.

What we will not do

  • We do not resell licences or take vendor commissions, so "buy this product" is advice rather than a sale.
  • We do not take a workflow to production without a human review step on anything that reaches your clients.
  • We do not use your data to build a demonstration for someone else.
  • We do not claim your results publicly without your written approval — anonymizing is not a substitute for asking.

How to start, and what it costs

Start with a 30-minute fit discussion. If it is a fit, we scope the assessment against your actual workflow — which is why there is no price list on this page. The scope determines the number, and we would rather quote you honestly than anchor you on someone else's engagement.

We take on a small number of engagements at a time. If we are full, or if your problem is a better fit for someone else, we will say so in the first conversation rather than the fifth.

Book the 30 minutes (via Calendly)Or email a fit questionOr start at a workshop