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)
The AI Workforce Maturity Model: ten levels of AI maturity, from 1 AI Chat and 2 AI Assistant through AI Expert, Operator, Automation, Worker, Team, Manager and Executive, to 10 the near-autonomous organisation, with what each level means, examples, the human role and a timeframe.
The AI Workforce Maturity Model™: ten levels, from chat to a near-autonomous organisation. Get the free guide that explains each level →

Step one · for every firm

A plan your partners can back.

Set the direction · any level

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
What the briefing covers →
For every business · any level

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
See how it works →

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.

Level 3

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.

Levels 4 to 5

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.

Levels 6 to 7

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? →