Wave2

01 / STRATEGY

A strategy your leadership will fund

A prioritized AI roadmap tied to how your firm works — partner buy-in, budget reality, and a clear first deployment.

For firm leaders who need a credible plan before the next partner meeting, budget cycle, or build-vs-buy decision.

The problem

Partners are experimenting with public AI tools on client work. Leadership sees the risk but not the path. Big-firm decks don't match your workflows, and hiring a full AI team is premature. You need a sequenced plan with real ROI — before anyone writes a check for implementation.

What's included

  • Stakeholder interviews across partners and operations
  • Use-case inventory from how work actually happens today
  • Technical feasibility on your documents, systems, and constraints
  • Effort, impact, and risk scoring for each bet
  • Phased roadmap with a defined first deployment
  • Governance and confidentiality guardrails you can enforce

How it works

  1. 01

    Discover

  2. 02

    Prioritize

  3. 03

    Architect

  4. 04

    Roadmap

Engagement snapshot

Typical duration
4–6 weeks
Format
Remote workshops with on-site sessions as needed
Starts with
60-minute scoping call
You prepare
Stakeholder availability, sample workflows or documents, and current tooling overview
Pricing
Fixed fee after discovery — scoped to your firm, not open-ended consulting hours

Outcomes

A board- and partner-ready roadmap with sequenced bets and a clear first use case — typically scoped to reach production within 90 days of approval.

Start here if: You need alignment and a plan before hiring, buying platforms, or funding a build.

Interested in this engagement?

Book a scoping call — we'll confirm fit, timeline, and a fixed-fee quote for your firm.

Discuss this engagement