Workflow audit

Diagnose before you prescribe.

An audit is a written diagnostic of how your team works and where AI workflows would actually pay back. Three tiers, scoped to fit the question you're asking. The point is a recommendation you can act on — including a recommendation to do nothing where that's the right answer.

AThree tiers
Tier 1

Single workflow

Starting at $750

For a specific bottleneck you already know about — one workflow, one team, one decision.

  • One workflow scoped and observed
  • Written summary with recommendations
  • High-level platform suggestions
  • Preliminary fixed-fee implementation estimate
Timeline · 1–2 weeks
Tier 2

Multi-workflow

Starting at $1,500

Two or three connected workflows — the typical starting point for a professional firm or operations team.

  • Up to 3 workflows scoped and observed
  • Full written report (~20 pages)
  • Prioritized recommendations
  • Platform comparison and security review
  • Fixed-fee implementation quote
Timeline · 2–3 weeks
Tier 3

Department / firm-wide

Starting at $3,500

For a whole department or a small firm — multiple stakeholders, security review, full roadmap.

  • Department-wide workflow mapping
  • Multi-stakeholder interviews
  • Detailed security and compliance review
  • Full multi-quarter roadmap
  • Vendor due-diligence support
  • Fixed-fee implementation quote
Timeline · 3–6 weeks
Audit fees credit toward implementation if you engage us within 90 days. If the audit recommends doing nothing, you keep the written report — and your team has clarity they didn't have before.
BWhat you can expect

No surprises. Written down.

The process

Brief intake questionnaire. Two or three short interviews with the people doing the work. A week or two of engineering observation and platform comparison. Written report and a live walkthrough with your leadership team.

The deliverables

  • Written report (PDF + Markdown)
  • Prioritized workflow list
  • Platform recommendations
  • Security and compliance review
  • Preliminary implementation quote
  • Live walkthrough call
A 30-minute call · No pitch

Let's find out where the
hours are going.

Book a free discovery call. We'll talk through what your team is doing, where AI could help, and where it can't. You'll leave with a clearer picture either way.