What we do

Eight ways in.
Start wherever it fits.

Most firms start with the Clarity Assessment. Some already know exactly what they need. Either way, every engagement below is scoped and priced before anything begins.

Talk to AMG

Clarity Assessment

  • 90-minute working session
  • Written 7-section diagnostic report
  • 30-minute debrief call

You know exactly where your firm is losing time, and whether the fix is a workflow problem, a knowledge problem, or both. No obligation to continue.

Start here

Clarity Catalyst

  • Scope confirmation session
  • The workflow rebuilt and running, not just recommended
  • Written opportunity memo
  • Hands-on walkthrough until your team can run it

One workflow, fixed quickly. A specific, measurable piece of friction removed, and proof the process works before anything bigger.

Most firms need this

The Vault

  • Structured build of your firm's institutional knowledge
  • Organized so any AI tool you use can draw on it directly
  • Ongoing retainer to keep it current

What your most senior person knows stops living only in their head. New hires get productive in weeks, not months.

Build + retainer

AI Governance Workshop

  • Half-day session with firm leadership
  • Written AI use policy covering approved tools, data handling, and ownership
  • Staff guidance ready to circulate

A policy in place before a client complaint forces the issue.

Half day

AI Tools Training

  • One 60 to 90-minute session on the tools your firm runs on
  • Reference guide and tested prompts

The whole team knows the basics, the same day.

60 to 90 minutes

Staff AI Adoption Program

  • Multiple structured sessions over several weeks
  • Hands-on practice across your staff
  • Time spent on the hesitation, not just the tool, so people trust what they're using
  • Follow-up check-in to measure what stuck

Moves the firm from a single training day to a daily habit that's still there after we leave.

Multi-session

AI Ethics and Compliance Review

  • Independent review of how approved tools are being used in practice
  • Written findings report on data handling and firm exposure

You know what is happening with AI at your firm, not just what is approved.

Periodic review

Fractional Chief AI Officer

  • Flat monthly engagement
  • Direct answers as questions come up
  • Review of new tools before you commit

Your firm stays current without chasing every headline.

Monthly

Custom engagements

Custom solutions for complex challenges.

Firm-wide strategy, multi-practice implementation, workflow design across departments, or any engagement that needs to be built from scratch. This is where AMG does its most meaningful work.

Tell us what you need

Common questions

Before you
reach out.

AMG identifies where your firm is losing time to repetitive, manual work and builds the workflows, processes, and governance to fix it. Every engagement is scoped in advance so you know exactly what you are getting before any work begins.

The right approach depends on your practice area, workflows, existing technology, and how your team works. AMG evaluates options with no vendor relationships and no commissions. For firms already on Microsoft 365, there is often significant efficiency available in what they are already paying for.

Not necessarily. AMG starts by understanding what your firm already has before recommending anything new. In many cases, meaningful AI workflows can be built on tools already in your subscription. When new tools make sense, AMG evaluates them on fit, not on vendor relationships.

Yes. Beyond the standard engagement menu, AMG takes on custom projects for firms with broader needs: firm-wide strategy, multi-practice implementation, workflow design across departments, or any scope that does not fit a defined package. Every custom project starts with a scoping conversation so you know exactly what to expect before work begins.

Get started

Not sure which one
you need? Ask us.

Most firms start with the Clarity Assessment. Tell us a little about your firm and we will point you to the right starting place.