PHASE 1
Set AI Up Phase
For firms with no AI in place yet. We put in the foundations: the right tools, a clear data and usage policy, devices provisioned, and enough literacy that what we build next has solid ground to sit on.
WHAT'S INCLUDED
Set AI Up Phase
The starting point for firms at Tier 0: no licensed AI tools, with some people using personal accounts off the books. We handle vendor selection, the data and usage policy that governs how AI is used inside your firm, device provisioning so the tools are on every laptop from day one, and enough literacy that adoption has a base to build on. It usually runs alongside the Workflow phase, since tools without a plan to work differently rarely change anything.
- Vendor and tooling selection
- AI usage policy and data classification
- Device deployment and SSO provisioning
- Compliance and governance frameworks, especially for legal, medical and finance
- Baseline literacy and clear expectations across the team
GET STARTED
Ready to get started?
Start with Discovery and we'll walk you through how set ai up phase works for your business.