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Case Studies
An RIA Had AI in Client Workflows. No Recordkeeping Plan.
Private Client — 12-person RIA: associates used AI for client emails and meeting notes; no FINRA-aware policy or recordkeeping map.
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One Private Client. Two AI Audits. Risk First, ROI Second.
Private Client — 35-person professional services firm ran Shadow-AI Risk Assessment then Workflow ROI Audit. Risk register first, costed roadmap second.
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A Law Firm Asked for Legal AI. The Audit Found Shadow ChatGPT First.
Wanted legal AI; found shadow ChatGPT on matter research. Governance before purchase.
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A CPA Firm Found ChatGPT on Every Desk. Nobody Had an AI Policy.
Licensed Copilot, shadow ChatGPT on client work. Governance before tax season.
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An Owner-Led Firm Had Copilot and ChatGPT. Nobody Knew If AI Was Ready to Pay.
Three pilots, zero baselines. Five-point readiness gate — free review in, paid audit out.
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An Owner-Led Firm Built an Agent Loop for SEO. Twenty-Five Stories In. One Approval Queue Out.
Anonymized managed-services firm: no content team, no six-week SEO retainer. A governed research-to-publish loop — human approval, machine tempo — plus technical SEO to 91.
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A Consulting Client Scored 50% on SEO. Fixed in Seconds — Not Six Weeks.
Anonymized consulting client: crawl disaster, six-week four-figure quote. We fixed it in seconds, scored 91, and billed a fraction of the traditional SEO invoice.
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A Consulting Client Scored 50% on SEO. Fixed in Seconds — Not Six Weeks.
Anonymized consulting client: crawl disaster, six-week four-figure quote. We fixed it in seconds, scored 91, and billed a fraction of the traditional SEO invoice.
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No items found.
An RIA Had AI in Client Workflows. No Recordkeeping Plan.
Private Client — 12-person RIA: associates used AI for client emails and meeting notes; no FINRA-aware policy or recordkeeping map.
View Project
One Private Client. Two AI Audits. Risk First, ROI Second.
Private Client — 35-person professional services firm ran Shadow-AI Risk Assessment then Workflow ROI Audit. Risk register first, costed roadmap second.
View Project
A Law Firm Asked for Legal AI. The Audit Found Shadow ChatGPT First.
Wanted legal AI; found shadow ChatGPT on matter research. Governance before purchase.
View Project
A CPA Firm Found ChatGPT on Every Desk. Nobody Had an AI Policy.
Licensed Copilot, shadow ChatGPT on client work. Governance before tax season.
View Project
An Owner-Led Firm Had Copilot and ChatGPT. Nobody Knew If AI Was Ready to Pay.
Three pilots, zero baselines. Five-point readiness gate — free review in, paid audit out.
View Project
An Owner-Led Firm Built an Agent Loop for SEO. Twenty-Five Stories In. One Approval Queue Out.
Anonymized managed-services firm: no content team, no six-week SEO retainer. A governed research-to-publish loop — human approval, machine tempo — plus technical SEO to 91.
View Project
No items found.
