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Finance and insurance

Paperwork read, clients served faster, and every step on record.

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Problems we hear every week

  1. "Our team spends hours reading forms and statements."

    What helps

    aiDocument Automation

  2. "Clients and partners ask for security certificates we do not have."

    What helps

    runCompliance Readiness

  3. "People use AI at work and we are not sure what is allowed."

    What helps

    learnAI Policy and Guardrails

Services we usually start with

Knowledge Assistant

Answers from your own documents, with the source for each one.

  • 4 to 8 weeks
  • Set-up and subscription

What you receive

  • A review of your source documents
  • Your documents brought in and kept up to date
  • An assistant that cites its sources
  • Access rules for each role
And 3 more
  • A test set to check its answers
  • A web or Teams interface
  • An admin guide

For: Teams that lose time searching documents and policies.

Then: Document Automation
Full details

Compliance Readiness

You know exactly what stands between you and the certificate, and the gaps get closed.

  • 4 to 12 weeks
  • Fixed package

What you receive

  • A gap check against the standard you need
  • Policies written in plain English
  • Technical controls put in place
  • Evidence collected and organised
And 2 more
  • Support through the assessment
  • A plan to stay compliant

For: Businesses asked by customers or partners for Cyber Essentials, ISO 27001 or SOC 2.

Full details

CRM and Business Systems

One system for customers, sales and service, set up around how you work and connected to the rest.

  • 3 to 8 weeks
  • Fixed package

What you receive

  • A review of how you sell and serve
  • A recommendation: HubSpot, Zoho, Salesforce or Odoo
  • Pipelines and stages set up for you
  • Your data cleaned and moved across
And 3 more
  • Connections to email, calendar, website and finance
  • Automations for the repetitive steps
  • Training and a short guide

For: Growing businesses whose customer and sales information is spread across tools and people.

Then: Workflow Automation
Full details

AI Policy and Guardrails

A short AI policy people will actually read, and the tool settings to back it up.

  • 2 to 4 weeks
  • Fixed package

What you receive

  • A review of how AI is used today
  • Approved tools, and how to use them
  • Rules for personal and client data
  • A short, readable AI policy
And 2 more
  • Tool settings that enforce it
  • A briefing for your team

For: Organisations whose people already use AI and need clear, sensible rules.

Full details

Other industries

Where would AI actually help us?

AI opportunity map. The three places in your business where AI would save the most time, what each would need, and the risks to watch.

  1. A 45-minute call about how your team works today
  2. A two-page report: three opportunities, what each needs, the risks, and a rough size of effort
  • It is free. There is nothing to pay and nothing to sign.
  • The report is yours to keep and share, whatever you decide.
  • No sales call unless you ask for one.

Get it free

Your time: 45 minutes of your time

Only your email is needed. The rest helps us start sooner; anything you skip, we will ask by email.

A few examples are plenty.

No sales call. One follow-up email at most. Privacy · Other free first looks

Tell us what you need

Know what you need

Five short questions. We reply with questions or a written quote.

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Not ready to commit

A small piece of real work, written up and yours to keep.

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Questions first? Email [email protected]