AI Consulting · Stage 01, start here
Know where to start.
We audit how the firm runs today, set the AI strategy and the security posture with your IT team, and hand you a roadmap that sequences the work. It is the stage before anything gets built, and it is where a hesitant firm should begin.
What we evaluate
The work, the systems, and the decisions behind them.
Mapped with the people doing the work, not from an org chart.
Workflows and repetitive work
Where the hours actually go, and which of them repeat.
Systems and data
What holds firm context today: email, spreadsheets, drives, CRM, property systems.
Approval paths
Who signs off on what, and where work waits.
Key decisions
The judgment calls that drive outcomes, and the information they depend on.
Institutional knowledge
What lives in people's heads and nowhere else.
Security requirements
What your data is allowed to touch, and where the work must run.
Highest-value AI opportunities
Where AI pays off first, ranked by value against effort.
Deliverables
What you walk away with, whoever builds it.
Ten documents, specific to your firm. Written so your team, or another firm, could implement from them.
- 01
Workflow map
How work actually moves through the firm: who does what, in which tools, and where the time goes.
- 02
AI strategy
What the firm is trying to get out of AI, agreed with leadership, and what it is deliberately not doing yet.
- 03
AI policy and security posture
The rules for what data AI may touch and who approves what, written with your IT function so it clears their review rather than going around it.
- 04
Systems and data map
Every system that holds firm context, what lives in it, and how it connects.
- 05
Knowledge consolidation plan
How what the firm knows gets centralized: which sources come together first, in what order, and who owns each one.
- 06
AI readiness assessment
Where the firm stands today: current usage, team capability, data quality, and the gaps that matter.
- 07
Prioritized use-case roadmap
The opportunities ranked and sequenced, so the first build funds the case for the second.
- 08
Recommended architecture
What to build, how it connects to your systems, and what stays out of scope.
- 09
Company Brain scope
Which knowledge, processes, and decisions the Brain should capture first for your firm.
- 10
Deployment recommendation
Where the system should run: PSV-managed cloud, a dedicated environment, or your own cloud.
How it leads to implementation
Start here when the firm is not ready yet.
This stage scopes the Company Brain and the workflow build. It exists to answer questions, not to add a phase.
When consulting comes first
You know AI should be carrying more of the work, but there is no policy, nobody owns it, and IT has not signed off on anything. We settle the strategy and the security posture with them, then hand you a roadmap, so the build starts from evidence rather than a guess.
When we skip it
The problem is already well-defined. Mature Claude workflows that need shared intelligence, for example, go straight to Company Brain implementation. No discovery phase in front, no theatre.
Either way, custom engagements begin at $10,000.
Typical investment
Scoped and priced before it starts.
Depending on the functions in scope and the complexity behind them. Fixed price, agreed up front. The deliverables are yours to keep, whether or not PSV builds what they recommend.
$10K to $25K
Common questions
What buyers ask, answered directly.
What does AI Consulting cost?
Engagements start at $10K to $25K, depending on how many business functions are in scope and how complex the systems behind them are. The price is fixed before the engagement starts, and PSV custom engagements begin at $10,000.
What do we actually get?
Ten deliverables: a workflow map, the AI strategy, an AI policy and security posture written with your IT function, a systems and data map, a knowledge consolidation plan, an AI readiness assessment, a prioritized use-case roadmap, a recommended architecture, a Company Brain scope, and a deployment recommendation. All of it specific to your firm, and all of it yours to keep.
Do we have to build with PSV afterward?
No. The roadmap is written so that your team, or another firm, could implement from it. Most clients continue into a build because it already reflects how their firm works, but the engagement stands on its own either way.
Proof
Built against the firm's own model, not a template.
Westlake Realty Group is what mapping first buys you: the underwriting system populates the firm's own eight-tab model, because the engagement started from how the firm already works.
Westlake Realty Group · Multi-Asset CRE Investor
How Westlake Realty Group cut per-deal underwriting from 6-8 hours to 20 minutes
Before
Six to eight hours of senior time to underwrite a single offering. Marginal deals were dropped for lack of capacity, not lack of merit.
Now
Every deal lands in the firm's own eight-tab institutional model with comps pulled and every number traced to its source. Senior review takes about 20 minutes.
“We can’t speak high enough of you guys. Our team is extremely impressed.”
6-8h → 20m
Per-deal review time
5
Asset classes on one engine
100%
Numbers traced to source
Discovery notes · PSV newsletter
Where AI paid off, and where it did not.
Workflow maps from real engagements, the opportunities that ranked highest, and the ones we told firms to skip. Useful whether or not you ever pay anyone for discovery.
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Next step
See where AI creates leverage across your firm.
Not sure whether you need the audit? The assessment tells you.