A team that uses AI safely, with the paperwork to show for it.
Approved tools, a policy people will actually read, a training session and a governance kit written for your regulator. Two to four weeks. £1,950.
A team AI rollout is four weeks of work that leaves a firm with approved tools, a written AI policy, a trained team and a governance kit for its regulator, all in the firm's own files.
The problem it solves
The tools arrived before the rules
In most firms, AI turned up through the side door. Someone tried ChatGPT for an awkward email, told a colleague, and now half the office uses it in different ways with nobody sure what's gone into it.
of UK private practices created an AI policy in the previous year, and 13% trained their staff.
Tolley, 2024What's included
What you get
The governance kit
A one-page AI policy
An approved tools register
An AI usage log
A clause for your engagement letter or client care letter
A data protection impact assessment checklist
An anonymous staff survey
A client-facing AI FAQ
The rollout
Tools chosen and set up, each with a data processing agreement in place
A 90-minute workshop for the whole team, built around real tasks from your firm
A prompt library for the jobs your team repeats, each prompt marked as safe for client data or not
A handover with a written runbook and a short video, so the setup outlasts the project
The four weeks
How it runs
Survey, tools, policy
The staff survey goes out, we choose the tools and agree the policy.
Set up and access
Tools are set up and everyone gets access.
The workshop
The workshop, and the prompt library goes live.
Review and handover
We review how it's going and I hand everything over.
You then get 30 days of cover after go-live, in case anything needs adjusting.
What I need from you: about an hour a week from one decision-maker, and 90 minutes from the team for the workshop.
Written for your regulator
General, ICAEW, SRA and FCA versions
The kit comes in a general version for any business and versions for accountancy practices, law firms and financial advice firms, each mapped to UK law or to what that regulator expects. It's general guidance rather than legal advice, and your compliance lead confirms it for your firm.
What you're left with
After the four weeks
A team that knows what's allowed and uses it well. Every document in your own files, a runbook, a handover video, and 30 days of cover. If you want ongoing support after that, the care plan starts at £150 a month.
The natural next step is the AI operating system, which turns approved tools into ones that know how your firm works.
About the AI operating systemPrice
£1,950
Half when you book and half when we go live. If you've had the audit in the last 60 days, the £395 comes off. AI licences sit on your own accounts.
Half on booking, half on go-live.
Questions