The firm has watched competitors talk about AI for two years and feels behind. Leadership is not
sure whether to hire an AI lead, buy off-the-shelf tools, or wait. The engagement runs four to six
weeks: structured interviews with operational leads, a readiness assessment, and a written
deliverable identifying the two or three highest-leverage opportunities, a build/buy/partner
recommendation for each, and a phased plan. By the end, the firm has a defensible position to take
to its board, including, often, a recommendation not to act on certain opportunities yet.