Trust companies. Fund administrators. Family offices. Six jurisdictions.
One workflow shipped inside two weeks. Output usable after light review.
6–12 months. One workflow every ~fortnight. Continuous discovery. Maintenance. Training of new staff.
Optional. AI Usage Policy mapped to your jurisdiction. Built to pass examination.
Primary AI environment. No data leaves your tenant.
Word, Outlook, Excel — the surface where work actually happens.
Document libraries, approval flows, archives.
For ops staff workflows where scripting beats prompting.
AML escalation, suitability, banking, signatory, and committee approvals stay with the firm.
Deployments support senior staff. They don't replace client-facing judgment.
The single strongest predictor of failed deployments.
A Mauritius-licensed fiduciary firm engaged us to address the operational drag of client take-on email drafting — 40 to 60 minutes of senior time per onboarding, multiplied across the firm. We deployed inside their existing Claude Enterprise and Microsoft 365 environment, two hours in office, shipped end-to-end in under a week. The Phase One result triggered a six-month retainer covering committee proposals (with structure-specific variants for Trust, Authorised Company, and Global Business Company) and distributions packs (Letter of Request, Trustee Resolution, Transfer Voucher, Payment Voucher).
We work with a small number of firms each year.