AI advisory and consulting
Make AI useful in your work and in your business.
Advice, training and implementation for individuals and organisations. We start with your real tasks, find where AI helps most, and leave you with a way of working that lasts.
A reply within one business day. Business work is scoped in writing before it begins.
Example · a weekly client report
Today, all by hand
- Collect the figures
- Write the report from a blank page
- Check and send
With AI, a person still in charge
- YouCollect figures from approved sources
- AIDraft the report from those inputs
- YouCheck figures, add context and judgement
- YouSend
Two ways to work with us
For you, or for your business.
For individuals
One-to-one sessions on the work you do every week.
- Learn to use AI with confidence
- A personal plan built on your own tasks
- A certificate of completion with the three-session package
For businesses
Team training and implementation, scoped to your people and processes.
- Workshops built on your roles and approved tools
- One process taken from idea to a working pilot
- Documentation, handover and a free AI use policy template
For businesses
Score your business in four minutes.
Twelve questions across strategy, people, data, tools and processes. A score, what your answers show and a 90-day plan.
Take the readiness assessmentFree AI check
See where AI would help you most.
Describe your week or one process. You get the three places AI would help most, what to keep in your own hands, and a first step to try this week.
How we work
Four steps, on your real work.
- 01Understand
Your goals, the work you do and the tools you are allowed to use.
You get a short written summary of goals and limits
- 02Prioritise
The one use of AI worth doing first, and how we will judge it.
You get one priority and the measure of success
- 03Apply
Hands-on sessions or a pilot, built with you on real work.
You get something working on your own tasks
- 04Measure
Time and quality compared with how the work was done before.
You get the result and a clear next step
What you receive
Work you can use the next morning.
Personal action plan
Three tasks, handled better
- Priority
- Weekly report: draft from approved inputs
- You keep
- Figures, context and the final call
- This week
- Run one report both ways and compare
Written up after your session
Team AI guide
How our team uses AI
- Approved tools
- The tools your organisation permits
- Never paste
- Client data, credentials, anything confidential
- Always check
- Figures, names, dates and claims
Shaped around your roles in the workshop
Pilot report
Client onboarding pilot
- Process
- Collecting and checking client documents
- Measured
- Time per client and errors caught
- Recommendation
- Extend, refine or stop, with reasons
Handed over at the end of a pilot
Questions
Do I need a technical background?
No. We start where you are, whether you have never opened an AI tool or use one every day.
Which AI tools do you work with?
The ones you already have or are permitted to use, such as ChatGPT, Claude, Microsoft Copilot or Gemini. We recommend a new tool only when it clearly earns its cost.
What does it cost?
There is no fixed price list, for individuals or for businesses. We agree the format, timing and fee with you in writing before any work begins.
How do you handle confidential information?
Practice uses sample or anonymised material. We follow your organisation's data rules, and any access to live systems for a pilot is agreed in writing first.
Start a conversation
Tell us what you want to achieve.
We reply within one business day with a few questions and a suggested next step.
Prefer email? info@ledgerandcompass.com