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Services

Three ways to work with us, depending on where you are.

Every engagement is fixed fee and ends with evidence: carry on, change course, or stop.

01

AI strategy and roadmap

For firms with a list of AI ideas, from loan boarding to client reporting, and no agreed order. Stages: Select and Diagnose.

Where AI pays in your business, in what order, and what to stop.

We rank your ideas on value and readiness, then map the chosen workflow as it really runs: interviews, observation, and an inventory of the data. Every step is classified as rules, AI-assisted, or human, and agreed with the person who owns the result.

What you get

  • A ranked list of use cases and a twelve-month roadmap
  • A map of the work as it is today, a baseline, and the real bottleneck named with evidence
  • Every step classified: rules, AI-assisted, or human

You decide when: the baseline is agreed with the business owner.

02

Build

For firms that already know which workflow it is, and need it working inside the systems they run. Stages: Design and Prove.

Rules, workflows, and agents, tested against a bar you set, live inside the systems you already run.

We use the lowest level of automation that solves the problem: rules first, AI assistance next, agents only when the work requires them. You agree the pass mark before any testing, and every fix reruns the full test set. If it cannot meet the pass mark, it stops there.

What you get

  • The redesigned workflow, with how much autonomy each step has
  • Test results by severity of error, compared with the non-AI option
  • A production build integrated with your CRM, calendar, email, and documents

You decide when: the pass mark is met, with zero unacceptable errors.

03

Adoption and training

For firms where the tool works and the analysts, brokers, or servicing staff have gone back to the old way. Stages: Pilot and Decide.

The part most programmes skip: getting people to keep using it.

Real users under real controls: training, procedures, monitoring, pause triggers, and a named owner for each. Training comes from Alpine Academy, our own programme of 21 modules across three tracks, with each person placed by a five-minute diagnostic. We count hours saved only when they become more output or lower cost.

What you get

  • Role-based training, internal champions, and office hours
  • A map of who owns what, monitoring, and an off switch any owner can use
  • A decision memo: scale, iterate, or stop, with reasons

You decide when: people use it without us, and the value shows against the baseline.

Pricing

Fixed fees. No per-seat charges. You own the software.

PhaseWhat it coversTerms
ScopeStrategy and roadmapTwo-week sprint. Fixed fee. Ends with pursue, reshape, or stop.
BuildDesign, build, and testingFixed fee per build. Custom software is yours on payment.
RunPilot, training, and monitoringFlat monthly fee. No per-seat charges.

A stop at any point is a result, not a failure. It saves the investment that would have followed.

Is this a fit?
A fitNot a fit
You have a specific workflow that costs time or money todayYou want a general AI strategy deck with no workflow in mind
Someone senior will own the resultNo one can be named as the owner
You will let us sit with the people who do the workYou want a tool installed without changing the process
Questions
What do we get from Scope?
A ranked shortlist, a map of the work as it runs today, an agreed baseline, and our recommendation to go ahead, change the plan, or stop.
Who owns the software?
You do, once it is paid for. There are no per-seat charges.
Can we stop part-way?
Yes, after any step. Stopping with evidence is a good outcome: it saves the investment that would have followed.
Contact

Not sure where to start? Start with Scope.

Thirty minutes on the workflow. Bring the request; we will find the problem underneath it.