For advisory firms and law firms
Before you buy AI, get the most out of the technology you already pay for.
Your client or practice management system, planning software, documents, phones and email usually do more than anyone set them up to do: features nobody switched on, systems that don't talk to each other, subscriptions nobody uses. And nearly all of them are adding AI, Microsoft 365 and Google Workspace included.
The audit goes through all of it. We watch how your firm actually works, look up what each of your products does on the plan you're on, then send you a written report: what to switch on, which off-the-shelf tools are worth adding, where AI actually helps, where a small tool built around your process makes sense, and what to leave alone.
What we do
- Get more from what you already pay for. Most systems have features nobody set up. We find them, including the AI already inside, and tell you how to turn them on.
- Find the off-the-shelf tools worth adding. Scheduling, e-signature, client texting, meeting note-takers, client portals, and a straight answer on whether a firm your size needs one.
- Help putting it in place, if you want it. An optional monthly retainer for as long as the setup takes.
Where AI fits
AI is part of this, not all of it. Your vendors are adding it to almost everything. Some of it's worth switching on, some sits a plan up, and some you don't need. We'll tell you which.
What you get
A written report that names specific things. No score out of ten, no maturity chart.
- What you already pay for and aren't using. Named products, settings and plan tiers across everything your firm runs, from client records and planning or practice software to documents, email and phones, with what each one would actually change about your week.
- What's worth buying. Named tools, with the price where the vendor publishes one, including the answers that cost forty dollars a month instead of forty thousand. Where a vendor hides its pricing, and plenty do, you get what firms your size report paying, where that number came from, and what to push on when you negotiate.
- Where a small tool makes sense. Only where nothing off the shelf fits. Sized to the job, never bigger than you need.
- What to leave alone, and why. It's the section nobody selling software will write for you.
- What to do first. One thing, and why it comes first.
We never ask for your client files. The audit is a screen share. We watch how the work moves and ask questions. No logins, no exports, and no documents leave your building. That keeps the checks your firm runs on outside help short and simple.
Who does the audit
Jason Markham, who runs Practice Tech Group. He's spent twenty-five years in manufacturing, a decade of it owning and running his own company, and he now runs a software company that implements AI and automates back office work.
Who this is for
Advisory and wealth firms
Your CRM, planning and portfolio software, custodian tools, texting and client portal. Where the same details get typed twice, and which features you pay for and never set up.
Read moreLaw firms, 5 to 20 attorneys
Your practice management system, documents, billing, intake and phones. And the room between a general chatbot and legal tools that can cost as much as your whole software budget.
Read moreOther kinds of professional practice are welcome to ask. These two get priority because we've done the homework on their systems and can be useful in an hour instead of a week.
What it costs
A working session, a follow-up session once we've done the research, the written report, and a final review session to walk through it.
If you want help setting up what the audit recommends, we do it on a monthly retainer, billed on the time it takes, for as long as the setup runs. It ends when your staff can run things themselves. You don't need it to buy the audit.
Same price for advisory and law firms. The audit is paid on its own and isn't credited against later work, so the recommendations never depend on what you do next. You can take the document to your own staff or your IT provider and never hire us again.
The audit is a fixed price, with no hourly billing. If the honest answer is that you should spend nothing, that's what the document says, and the fee covers the work of finding out. It isn't legal or compliance advice.
When you shouldn't hire us
- You've got someone in-house who already does this. If a partner or an operations lead really is tracking what your systems ship and deciding what to adopt, you don't need an outsider.
- You want to hear that AI will transform the firm. We won't say it, and you'd be annoyed to have paid for it.
- You already know what you want built. Then you want a builder, not an audit. Get quotes.
- Your managed IT provider may offer a free assessment. Several now give one away. Take theirs first, and if it turns out to be a security review with an AI label on it, come back.
Start with a conversation
Thirty minutes, and it's free. You tell us how work moves through your firm, and we'll tell you whether there's enough here to be worth an audit. If there isn't, we'll say so on the call.