1
Understand
We map how work actually happens and identify the highest-ROI AI opportunities—prioritized by practicality.
- Workflow mapping + time drains
- Opportunity list ranked by ROI
- Tool fit and feasibility review
AI adoption for growing professional services firms
AI that works for people.
We help organizations understand, plan, and implement AI so teams do better work—faster, easier, and with more impact. No hype. No “replace the staff” nonsense. Just practical systems people actually use.
Humans-first approach
Implementation-led
Mid-market ready
What you get
- Workflow assessment + ROI prioritization
- Deployment plan your team can follow
- Working automations, templates, and assistants
- Training + adoption support
- Measurable productivity outcomes
Start with a diagnostic
Prefer partnering? See For Consultants.
For operations leaders
Reduce cycle time, manual work, and bottlenecks without breaking your processes.
For professional services firms
Automate documents, reporting, client communications, and knowledge reuse—without losing quality.
For consultants
Use us as your implementation arm: white-label delivery, subcontracted execution, or co-delivery.
How we work
End-to-end delivery, positioned around outcomes—not buzzwords.
2
Plan
We turn ideas into a deployment plan that teams can follow—focused on adoption, not theory.
- Implementation roadmap
- Process design + templates
- Rollout approach and training plan
3
Implement
We build the working systems: automations, assistants, templates, and integrations—then support adoption.
- Working deliverables (not slides)
- Team training + enablement
- Measurement and iteration
Humans first, always
If a task can be automated, the goal is not to remove a person—it’s to free that person to do higher-value work. We design for adoption, clarity, and better roles.
Common use cases
Examples for professional services and operations teams.
Document workflows
Proposals, SOWs, reports, briefs, client updates—faster and more consistent.
Knowledge reuse
Turn scattered knowledge into searchable, usable assistance for teams.
Operations automation
Intake, triage, follow-ups, task routing, summarization, and reporting.
Engagement ranges
Most work is custom. These ranges help align expectations and reduce wasted cycles.
AI Opportunity Diagnostic
$2,500–$5,000
A focused assessment that produces a prioritized roadmap you can act on.
- Workflow mapping
- Top opportunities by ROI
- Implementation plan
Most common
Workflow Automation Program
$8,000–$25,000
Build working systems for one team or function, then train adoption.
- 3–6 workflows implemented
- Templates + assistants
- Training + iteration
Department Enablement
$20,000–$60,000
A multi-workstream rollout for broader adoption and measurable outcomes.
- Roadmap + rollout plan
- Multiple implementations
- Ongoing adoption support
Ongoing support: retainers typically start at $2,500/month and scale with scope. Final pricing depends on complexity, timeline, and integration requirements.
For consultants
If you sell the strategy and need reliable execution, we can act as your implementation branch—quietly or collaboratively.
White-label delivery
You lead the relationship; we deliver implementation under your umbrella.
Subcontract execution
We own the build, hand off cleanly, and support adoption as needed.
Co-delivery
Best for larger work: you lead strategy; we lead implementation and adoption.
Trust-first collaboration
We operate professionally: clear scope, clean comms, and defensible delivery.
Partner intake
A short call to align on your client’s goals, scope, and delivery model.
- Delivery model selection (white-label / subcontract / co-deliver)
- Scope outline + timeline
- Roles, comms, and handoff plan
If you prefer email: [email protected]
About The Lead CSI
We close the gap between “AI ideas” and working systems.
The Lead CSI is built for implementation. We work with growing organizations—especially professional services firms— to adopt AI in ways that improve human work and deliver measurable outcomes.
The goal isn’t “AI everywhere.” The goal is better workflows, better roles, and better results.
Approach: humans-first, practical, outcome-driven
Focus: adoption, quality, and operational impact
Delivery: real systems + training + iteration
3
Phases: Understand → Plan → Implement
1
North star: humans do better work
0
Tolerance for hype
Ready to put AI to work—without losing the human touch?
Tell us what kind of organization you are, what’s slowing you down, and what “success” looks like. We’ll respond with next steps.
Start here
Option A: embed your form. Option B: link to your calendar.
Typical response time: within 1 business day.