Services
A governance-led ladder that takes you from exposed to governed.
Every engagement starts with the audit and builds from there — AI accelerates the work, humans own the decisions. Faster turnaround, cleaner processes, and systems your team can actually use.
AI Governance & Operations Audit
Know your AI exposure before a client or your bar asks.
Most firms are already using AI with no written rules for how client data goes into it — and no clear picture of where operations break down. This 2–3 week assessment maps both. We inventory your AI use, score your firm against NIST AI RMF and ABA Opinion 512, map your core workflows, and build a dollarized exposure model — so you get a roadmap and a number before committing to any build.
Best for
Firms using AI tools with no written governance, or that suspect operational drag but lack a clear picture of where or why. Also the ideal starting point for any larger engagement.
Timeline
2–3 weeks
Investment
From $7,500
What's Included
- AI-use inventory and risk classification
- NIST AI RMF maturity scoring (Govern / Map / Measure / Manage)
- ABA Opinion 512 gap review (for law firms)
- Operations and friction map (visual)
- Risk and exposure inventory
- Dollarized ROI / exposure model
- Prioritized 90-day roadmap
- 1-hour live readout and strategy session
AI Governance Program + Automation Buildout
Stand up your AI guardrails and automate the busywork.
This is where the audit's roadmap gets built. We stand up your AI governance program — a written use policy, an approved-tools list, a use-case inventory, staff training, and an output-review workflow — and automate one or two of the manual processes eating your team's time. Every AI step sits behind a human review gate: automation moves the work along, but people own the decisions.
Best for
Firms that know AI is already in use and want guardrails around it — plus the manual, repetitive work automated so the team can focus on clients.
Timeline
4–6 weeks
Investment
From $9,500
What's Included
- Written AI use policy tailored to your firm
- Approved-tools list and data-handling rules
- AI use-case inventory across the firm
- Output-review workflow (the human gate)
- Staff training — a Loom library plus a live session
- Automation of 1–2 manual processes (reporting, intake, document generation)
- Notion SOPs documenting the whole program
- 30-day post-launch support window
Governed Operations Retainer
Ongoing governance and optimization for firms that need to move faster.
After the systems are built, the job is keeping them governed as the firm changes. This monthly retainer is a running engine: a strategy session, a living roadmap, an ops and governance report, and async support — with standing oversight that keeps AI use inside policy and surfaces the next thing worth fixing.
Best for
Leadership teams carrying operational debt who want ongoing governance and an operator embedded in the business — not another consultant.
Timeline
Monthly retainer
Investment
From $5,500/month
What's Included
- Monthly strategy session (recorded and transcribed)
- 2–3 page monthly ops and governance report
- Living roadmap in a shared Notion workspace
- Standing AI-governance oversight
- Process redesign for highest-priority bottlenecks
- Async availability for questions and escalations within 24 hours
- Automated monthly invoicing on agreed terms
Fractional Ops Partner
An operator in your corner without the full-time cost.
For firms that need ongoing execution support but not a full-time hire. As your Fractional Ops Partner we stay embedded week to week — automation and process help delivered fast with a walkthrough, questions answered in writing, and new workflows designed as needs come up. The smaller-firm on-ramp to the full retainer.
Best for
Firm leaders who need an experienced operator available on a consistent basis — but not on payroll.
Timeline
Monthly retainer
Investment
From $4,000/month
What's Included
- Weekly intake for automation and process questions
- Process and automation fixes returned within 48 hours with a Loom walkthrough
- Written process recommendations, documented for your team
- New workflow design (Miro diagrams + Notion SOPs)
- Friday weekly summary of everything handled
- Monthly ops check-in and roadmap update
Ready to Start
Stop managing friction.
Start building systems.
A 30-minute discovery call is all it takes to identify where your biggest bottlenecks are — and whether Efficient Systems Group is the right fit.