Services · built on the AI Workforce Maturity Model™
Start with a plan. Then take the next level.
Most firms don't need to start from scratch, and none need to jump to the end. Your leaders agree the direction, we find where AI will pay off, then we take the firm one level further, with something working at every step.
Book a 20-minute discovery call → (opens in a new tab)
Step one · for every firm
A plan your partners can back.
AI Board and Executive Briefing
For partners, boards and leadership teams. Two hours in person: what's useful in a firm like yours, the risks that matter, which level to aim for, and what to do first.
- Tailored to your industry
- A pre-session call with your champion
- Next steps sized for a partners' meeting
AI Strategy and Roadmap
We learn how your business works, place each workflow on the maturity model, find every opportunity worth pursuing, cost them, and set the order to act.
- Financial Impact Summary and Impact-Effort Matrix
- A NOW, NEXT and LATER roadmap
- Sized to the firm: Essentials, Practice or Firm
Step two · take the next level
Start where you are.
Read the "You're here if" line. Your strategy and roadmap confirms it for each workflow.
Make it yours
You're here if
People use AI, but it doesn't know the firm, so answers are generic and know-how stays in heads.
Where you'll get to
AI that uses your methods, templates and voice, with permissions set up first.
Hand it the work
You're here if
You know which jobs you want off your people's plates: follow-ups, re-keying, document chasing, reporting.
Where you'll get to
AI that takes actions and runs whole workflows on your systems, with a person checking.
Bring the team
You're here if
A few people use AI well. The rest of the team hasn't caught up.
Where you'll get to
AI owning defined roles, and a team that works alongside it every day.
Levels 8 to 10: AI managing, deciding and running the operation. On the horizon. Most Australian firms don't need to be here yet, and we'll tell you honestly when you do.
All 10 levels in the free guide →For owners and sole practitioners
Levels 1 to 2 · Get confident
Running the business on your own, and AI hasn't stuck yet? Learn it one-on-one, on your real work.
Not sure where to start?
Twenty minutes with Mark. Tell him what's driving the question, and ask anything, including what it costs.
Book a 20-minute discovery call → (opens in a new tab)Every stage starts with the same safety setup. Is AI safe for client work? →