Scale Your Expertise, Not Your Headcount

Platform strategy, workflow redesign, and agentic products for financial, consulting, legal, and marketing firms

Consulting

Platform Strategy Consulting

Get clarity on your data, AI, product, and technology strategy — what to build, what to buy, and how it all fits together. You work with a strategist who's also an engineer.

  • Full-stack strategy: data, AI, product, and technology
  • Architecture designed for your specific situation
  • Business model and pricing that works
  • Build vs. buy decisions you can trust
  • Tech stack recommendations grounded in reality
  • Clear roadmap with real milestones
  • Ongoing strategic guidance
150per hour
Workflows

Workflow Redesign

Walk away from a 3-hour session with specific AI solutions mapped to your workflows. Your team identifies the friction. I bring the AI expertise. You own the result.

  • Fully customized 3-hour session
  • Map friction points across your workflows
  • Design AI solutions with your team
  • Walk away with buildable outputs
  • Production-ready agent designs
  • Train the whole team, not just one person
Products

Agentic Products

Turn your proven methodology into an AI product that serves clients 24/7. Your expertise in software, your IP fully yours.

  • Scope the product with your team
  • Design the AI architecture
  • Build the workflows that make it work
  • Create interfaces your clients will use
  • Test until it's production-solid
  • 30 days of tuning after launch

Not sure if this is right for you?

AI isn't right for every situation. Let's talk about your business and I'll tell you straight where AI could help — and where it probably can't.

AI Consulting Services for Professional Firms | Lodestone Digital