What happens on the free call?
30 minutes with Pankaj, by phone, video or at your office. You walk us through a normal week: where documents and requests come in, what gets retyped, what waits until tomorrow. Within 3 business days you get written findings: the workflows worth automating, what each would cost, and what isn't worth doing yet.
Do we need the paid AI Opportunity Audit?
Often not. If the free call shows one clear workflow, we go straight to a Quick-Win Sprint. The paid audit is for firms with several candidates or several departments, or that need a written business case before committing. It is from $1,500 for small firms and $3,500–$5,000 for mid-size firms, and 100% of the fee is credited toward a Quick-Win or Build Sprint.
What does the Quick-Win Sprint cost, exactly?
Between $3,500 and $5,000, fixed in writing before we start. The price depends on the workflow and how many systems it touches, not on hours. Half is due at signing. If you continue on a monthly retainer, the sprint fee is credited toward it.
Which firms is the Build Sprint for?
Firms of roughly 50–1,000 people where one workflow touches several systems or teams: document intake, AP and AR, order entry, quoting, or search over your own files. It is $12,000–$25,000, fixed in writing after the audit, and takes 3–6 weeks for one production workflow. Larger or multi-workflow projects are quoted separately.
Which workflow should we start with?
Usually the one that is high-volume, rule-based and annoying: intake, invoices, order entry, quotes, the weekly report or follow-ups. The free call or the audit is how we pick it with you.
What if it doesn't work?
Before go-live it runs in shadow mode beside your team, checked against the one measure we agreed up front. You decide whether it goes live. We report that measure honestly, whether it moved or not.
How do you handle our data?
We don't use your data to train AI models. We run your workflows on AI providers' business APIs and choose zero-data-retention options where the provider offers them. Access is limited to what the workflow needs and removed at handover unless you keep us on run-and-improve. You own the outputs.
Who owns what you build?
You do: the workflow, its configuration and documentation, its outputs and your data. We keep only our own reusable templates.
Can you work with the software we already use?
Usually. We connect to common accounting, ERP, CRM, document and email systems. If a system has no way in, we tell you before you've paid for a build.
We're a medical or dental practice. Can you help?
Yes, with a healthcare variant of the sprint: any workflow that touches patient information runs only on HIPAA-eligible infrastructure, under a BAA signed before any patient data is shared, and clinical decisions stay with your clinicians. For patient calls and booking requests, practices use Evermate.