Implementation.
We build and install what the Diagnostic prescribed. Client intake and document automation. A private AI assistant trained on the firm’s own work product. Secure portals. The connective workflow between them. Documented at the end. Trained-in. Yours to run.
The
systems.
Private AI assistant
Trained on the firm’s own work product, with zero-retention model access and review before anything leaves the building. First-draft memos, intake summaries, and document analysis ready when the principal sits down.
Document automation
Engagement letters, deal memos, listing memos, alteration agreements, grant letters. The right document, in the firm’s voice, in minutes.
Client and board portals
Secure portals with document exchange, e-signature, permissioned access, and an audit trail. Built to hold up to a client’s scrutiny.
Intake and scheduling
Structured intake forms, automated conflict and confirmation checks, unified calendar, and follow-up. The principal stops chasing.
Knowledge and reporting
Every closed matter and prior decision indexed and retrievable, and the firm’s real metrics generated automatically. Precedent becomes a search, not a memory.
Four to ten weeks.
No surprises.
Week 1
Scoping and infrastructure
Final scope agreed in writing. Tooling stood up. Existing materials migrated.
Weeks 2–4
Build
Automation, the private AI assistant, and portals built in close cadence with the firm.
Weeks 5–7
Install and train
Systems installed in the firm’s working environment. Senior staff trained on how they run.
Weeks 8–10
Tune and document
Final tuning. A documented operating manual delivered. We step back, and the firm runs the system.