Free AI automation audit for professional services firms
You remember what happened when firms went digital. The ones who moved first ate the ones who didn't.
Google Search in the 2000s. A website that got you customers. The cloud. Remote deliverables and e-signatures after COVID. Cybersecurity.
Maybe you showed up late to all of them.
This time, you're not too late.
AI is the next wave. And right now, most of your competitors are still Googling "what is a RAG." But that window is closing.
You don't need to learn what chain-of-thought means. Or how many letters are in a token. Or temperature.
You built a business with your own sweat and guts. You don't need to be a machine-learning expert to act on this.
You only need to know three things: where AI fits in your business right now, what to automate first, and what's already costing you money by staying manual.
4 weeks. Every process in your firm scored and ranked. Client intake, drafting, records review, follow-ups, scheduling, billing support. Whatever eats billable attention or staff hours gets measured.
Time-series forecasting models go beyond what regular LLMs do, they can predict seasonal demand before you staff up or stock up, forecast cash flow and revenue, detect anomalies in equipment or operations, and optimize inventory and routing. If your business runs on numbers over time, there's probably a model for it.
We'll find you the tradeoffs between state-of-the-art models and industry-specific services like Harvey or Bentley OpenSite+.
You get a complete AI implementation plan.
The audit is free. If you like the plan and want me to build it, implementation is $500.
Or you could take the plan and do it yourself.
If the audit finds that your business is already AI-proof, that you're one of the rare ones with nothing to automate, I'll tell you that, too.
It reviews every process in your firm, from client intake and drafting to records review, follow-ups, scheduling, and billing. Each one is scored for automation potential and ranked by impact. You get a complete implementation plan showing what to automate first and what it will save you in billable hours and staff time.
The audit itself is free. If you want Winterfat to build the implementation plan, it costs $500. You can also take the plan and implement it yourself or hand it to your team. If you decide you need a custom agent pipeline, that will cost significantly more for us to put into action.
4 weeks. Every process in your firm is scored, ranked, and documented in a complete implementation plan.
Common candidates include client intake, document drafting, records review, follow-ups, scheduling, and billing support. Time-series forecasting models can predict seasonal demand, forecast cash flow, and detect anomalies in equipment or operations. The audit evaluates state-of-the-art general models, industry-specific AI services, and classical ML techniques to find the right fit for your firm.
No. The audit and implementation plan are written in plain language. If you choose to have Winterfat build it, we handle all the technical work. You can also take the plan and implement it yourself.