A productized advisory engagement that maps where AI tooling produces measurable ROI inside a specific firm — not in the abstract. The output is a phased implementation roadmap with conservative ROI projections, peer benchmarks from comparable shops, and a tool-agnostic tech stack the firm owns at handoff.
Every review covers the same five workflow categories. The depth in each varies by what the firm actually produces — a boutique brokerage and a surgical specialty practice will weight them differently.
The firm's primary output — document and deliverable workflows, templating and reusability, quality and throughput ceiling.
Marketing material production, owned media and reports, inbound capture and triage, brand and positioning artifacts.
Signal monitoring and alerts, sequenced outbound design, CRM and pipeline visibility, meeting-to-engagement conversion.
Institutional memory capture, vector-indexed archives, relationship and owner graphs, junior-to-senior knowledge transfer, succession-grade documentation.
Document storage and retrieval, voice-memo and meeting capture, workflow glue and automation, client portals, team-wide AI assistant.
Every review runs to the same three-week cadence. The firm's principal is involved throughout — the review is not delegated to an analyst on the firm side or on ours.
Working sessions with the principal and key team members. We map current workflows, time allocation, throughput ceilings, and where the firm's competitive moat actually lives. The output is a written workflow inventory.
Workflow-by-workflow analysis against peer benchmarks from comparable boutiques in non-competing markets. Conservative ROI projections per workflow. Sensitivity analysis for the half-of-projected and quarter-of-projected cases.
A phased build roadmap, tool-agnostic stack recommendation, operating principles, and engagement options. Delivered as a structured reference document the firm owns and can run themselves or commission us to execute.
Every review produces a single structured reference document — typically 12–18 pages — designed to be re-read, referenced, and acted on over the following 12–18 months. Not a presentation. Not a one-time conversation.
Six numbers that frame the entire review — hours recovered, incremental capacity, projected revenue lift, phase investment, payback period, Year 1 ROI. Conservatively assumed and clearly sourced.
A market position section examining what's changing in the firm's competitive context — what platforms or competitors have deployed, where the window of advantage is, and where AI does not go.
One per workflow category. Current state, AI-augmented state, ROI per workflow, what gets built, what stays human, and a sensitivity check.
Anonymized examples from boutiques in comparable but non-competing markets — what they built, what it cost, what they recovered. Categorical, not name-dropped.
A tool-agnostic stack recommendation, the design principles the build will be held to, and the geographic non-compete carved into the engagement letter.
Independently priced, independently valuable phases. The firm can stop after any one of them. No phase locks in the next.
Most engagements begin with a Review and end with one or more implementation phases. The firm can stop at any boundary — the Review alone is fully valuable on its own.
The three-week AI Operations Review, delivered as a reference document. The firm runs implementation themselves — or with whomever they choose. We do not lock you into a downstream build.
The Review followed by phased implementation. Each phase is independently priced and independently valuable. Most engagements run a 16-week composite build, sequenced by what the Review reveals to be highest-leverage first.
For firms that already have a strategy and need execution. We work from a scoped build brief — whether it originated from us, an internal team, or another advisor. The same operating principles apply.
For the duration of any engagement and 24 months after handoff, Bevsan will not build comparable tooling for any direct competitor in the client's primary market. Carved into the engagement letter, not an optional add-on.
The economics work best when the firm has earned a defensible position in a specific niche and is now being slowly out-tooled by larger competitors. The review compresses the gap and extends the lead.
Family-owned, partner-led, or principal-driven firms where the owner can authorize a $10–$70K engagement without a committee. Decision velocity is part of why this works.
Firms with 10+ years of compounding domain expertise in one asset class, practice area, or vertical. The deeper the moat, the larger the AI lift — because the captured knowledge is more valuable.
Practices where most new work arrives through referral or repeat business — the strongest possible top-of-funnel, and also the most fragile if it depends on one principal's bandwidth. We extend it without diluting it.
The intake below sizes the engagement and tells us whether the firm is a fit. We read every submission personally and respond within five business days — either with a scoped Review proposal, a discovery call request, or an honest note explaining why we are not the right counterparty.