Our approach

Four services that build on each other.

From your first Claude primer to a fully deployed AI agent. Start at any point that fits where your team is.

The services

How we work with in-house teams.

Most engagements start with one service and expand. Start with what your team needs most.

01

Coaching & training

Get your team up to speed on Claude with custom-built primers, ongoing 1:1 and small-group coaching, and a curriculum tailored to your roles across privacy, commercial, and legal ops. Outcomes, not theory. We embed for as long as you need, until your team can extend and supervise AI work on its own.

02

AI tooling & vendor assessment

An independent read on every AI vendor pitch in front of you: what to buy, what to avoid, and what to wait for. We've seen the demos, and we know the real risks behind the marketing.

03

Claude Skills

Pre-built and custom Claude Skills calibrated to your team's playbooks. Install these in your authorized Claude environment in under a minute. This is the fastest way to get tangible value from AI on day one. See the catalog ↓

04

Agent deployments

Custom AI agents that run in your existing Slack, Drive, and email, handling work like contract intake, regulatory tracking, and weekly ops digests. This is our deepest level of engagement, and we have a catalog of tested agents to tailor to your team if you don't know where to start.

The adoption ladder

Most teams are at Level 1 and want Level 4.

Here is the climb, and where we meet you on it.

Level 1

Individual chat

People use Claude or ChatGPT in a browser tab for one-off drafting, summarizing, and research. Real value, but it's trapped in individuals, inconsistent, and nothing gets captured.

Most teams are here
Level 2

Shared playbooks as Skills

Your team installs calibrated Claude Skills that encode your standard process for DPA review, vendor assessment, and AI feature review. Everyone runs the same high-quality method instead of their own.

Level 3

Custom skills and agents on your knowledge

We sit with your people, pull the processes that live in their heads, and build skills and agents specific to your organization. Agents run defined jobs inside your stack. Your institutional knowledge now lives in a system, not just a person.

Level 4

Your team runs on AI

AI is the default operating layer. Agents handle high-volume intake and cross-system intelligence end to end, while your people supervise and direct rather than execute. The question shifts to trust and governance, the layer we build toward.

The climb

How we get you there.

1

Baseline

Find where each team actually is today.

2

Coach (L1 to L2)

Get people fluent, not just trained.

3

Install (L2)

Deploy calibrated Skills your team shares.

4

Codify & build (L2 to L3)

Turn your processes into custom skills and agents.

5

Embed (L3 to L4)

Agents run inside your stack, your people direct.

6

Advise & govern (L4)

Keep the stack honest as trust becomes the question.

Claude Skills catalog

Your team's knowledge, deployed as Skills and agents.

Our prebuilt catalog (DPA review, vendor assessment, AI feature review, bill auditing, and more) is the fastest way to get value on day one. But the catalog is the on-ramp, not the destination.

The real work is different. We sit with your people and turn the processes that live in their heads (how you review a contract, triage a vendor, prep a board) into custom Skills and agents specific to your organization. Two things happen at once: the day-to-day gets automated, and the knowledge gets codified, so when people come and go, the way your team works doesn't walk out the door with them.

Privacy bundle

For privacy counsel

  • DPA Review
  • Privacy Impact Assessment
  • 3P Vendor Assessment

Assess your own processing, govern your vendors, and review third-party risk.

Request bundle
Product & commercial bundle

For product and commercial counsel

  • PRD Privacy & Compliance Review
  • AI Feature Reviewer
  • Marketing Claim Review

Review what your company ships, from PRDs to AI features to marketing claims.

Request bundle
Legal ops bundle

For legal operations

  • Outside Counsel Bill Auditor
  • Board & Committee Minutes from Raw Notes
  • Legal Ops Executive Digest

Spend management, governance support, and upward reporting.

Request bundle
Agent deployments

How engagements work.

Start with a pilot. Expand from there. Five phases. Each one leaves your team more capable than before.

01

Pilot

Six weeks. One or two agents. Fixed price. We pick a workflow your team will feel in the first month. Usually contract intake or vendor triage.

02

Build

Custom agents for your team's actual workflows. Calibrated to your playbook, your data classification, your jurisdictions. Not generic templates.

03

Embed

Runs in tools your team already uses. Slack, Drive, email. No new platform to deploy. Nothing for procurement to evaluate.

04

Train

Your team learns to operate the agents, edit the prompts, and extend the system themselves. We're not a black box.

05

Advise

Stay engaged as your fractional AI advisor. Every new tool vendor, every new use case, every new skill. We're the second set of eyes.

What we deploy

Three categories, across your stack.

Start with high-volume intake, layer in cross-system intelligence, and replace the manual workflows your existing tooling doesn't handle.

Triage & intake

Slack-native, not a new platform.

  • Contract intake & triage in Slack
  • Vendor risk intake analysis
  • DSAR & privacy request handler
  • Subpoena & law enforcement intake

Legal team intelligence

Cross-system view your CLM can't produce.

  • Daily regulatory tracker
  • Weekly legal ops digest

Replacing manual workflows

Where incumbents don't play.

  • Board & committee meeting prep
  • Marketing claims & ad review
  • Litigation hold & custodian tracker
  • Trademark watch triage

Start with a pilot.

A fixed-price, six-week pilot on one or two workflows your team will feel in the first month. Expand from there.

Book a 30-minute intro call