Financial services · 2025 · Bridge, 8 weeks
From fourteen AI tools
to one approved list.
A specialty insurer has fourteen AI products in flight across underwriting, claims and marketing — purchased independently, reviewed inconsistently, quietly creating audit exposure.
We build a one-page governance map, tier every tool against it, and retire or re-paper the ones that do not fit. The output sits on the intranet as a living artefact, owned by the risk team.
Practices Governance · Policy
14 → 6
Approved AI tools after review
1 page
Governance map in daily use
0
Outstanding audit findings
Professional services · 2025 · Bridge, 10 weeks
A drafting pipeline
that pays for itself.
Partners at a legal boutique spend six to eight hours a week on first drafts of recurring document types. Off-the-shelf tools have not held their voice; the team has stopped trusting them.
We build a pipeline on top of existing templates — LLM-assisted drafting with human-in-the-loop review — then train the team to own it, prompt library included.
Practices Automation · Training
4.5 hrs
Returned per partner, per week
92%
First-draft acceptance rate
6 weeks
To full-team adoption
Healthcare · 2024 – ongoing · Training + Fractional
A shared vocabulary,
finally.
At a healthcare network, clinical leadership and ops leadership are having different conversations about the same AI tools. The governance work exists on paper but isn't moving into decisions.
We run three executive briefings, two practitioner workshops, and build a short internal AI glossary. We stay on as a fractional voice for monthly reviews and second opinions.
Practices Training · Policy
5 briefings
Across clinical + ops
40+ staff
Trained with hands-on workshops
14 mo
Fractional relationship and counting