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AI tools for your team
Help your team use AI well and safely
We set up ChatGPT, Claude or Microsoft Copilot for your firm, safely, and train your team with ready-made instructions for your real work. Everyone learns what AI is good at, and what to keep away from it.
The tools we set up
We work with the AI your firm already pays for. Names and logos belong to their owners.
ChatGPT
Claude
Microsoft Copilot
Google Gemini
Microsoft 365
Google Workspace
What you get
Your staff use AI well and safely every day.
Set up safely
Business accounts and settings that keep client data out of training.
Real skills
Training built around your team's actual tasks, not generic demos.
A shared playbook
Saved instructions for the letters, summaries and emails your team writes often.
Clear rules
A simple AI policy so everyone knows what's OK.
One letter, start to finish
An example of one routine letter, from a few notes to a checked draft. A person reads every word before it goes out.
Example workflow · AI at your desk
A routine letter, drafted safely
Before, staff wrote the same kinds of letters from scratch.
- Staff adds notes (Your team checks)
- Saved instruction (AI does it)
- AI drafts it (AI does it)
- Staff edits and checks (Your team checks)
- Sent from your email (Your systems)
- Letter outin your firm's voice, checked by a person
- AI does it
- Your team checks
- Your systems
How we set it up
Usually one or two hands-on sessions, then a playbook your team keeps using.
Choose the tool
ChatGPT, Claude or Copilot, based on what your firm already uses.
Set it up safely
Business accounts, data settings and access for the right people.
Train your team
Hands-on sessions using your own documents and tasks.
Leave a playbook
Saved instructions and a one-page AI policy your team can follow.
What AI is good at, and what to keep away from it
Your one-page AI policy starts here. We tailor it to your firm and your tools during setup.
Good uses
- Drafting letters and emails from your notes
- Summarizing long documents you're allowed to share
- Turning rough points into clear, plain language
- Checklists, outlines and first drafts
Keep away from AI
- Client or patient details in tools that aren't set up for it
- Legal, medical or tax advice without a person checking
- Anything sent out without someone reading it
- Facts and sources nobody has checked
What it looks like in your field
Each of these is an example workflow: something we know how to build, with no numbers until your audit measures them.
Insurance claims
Drafting letters
More for claimsBeforeAdjusters write similar letters from scratch.With AIA saved instruction drafts the letter in your style for the adjuster to finish.Law firms
First-draft research notes
More for law firmsBeforeAssociates start every memo from a blank page.With AIStaff use approved instructions to outline, then check every source themselves.Accounting firms
Client emails
More for accountingBeforeStaff spend time wording routine client emails.With AISaved instructions turn bullet points into clear, friendly emails.Medical offices
Patient instructions
More for medical officesBeforeStaff rewrite the same handouts for each patient.With AIAI helps staff turn standard instructions into plain language, with no patient data entered.
Is your team already using AI on its own?
The audit shows where it helps, where it's risky, and how to set it up properly. From $500.
Getting started
Every project starts with a paid audit, so you know exactly what you're buying before you buy it.
What you'll need
- A decision on which AI tool your firm will use (we'll help)
- A few common tasks to train on
- An hour or two of each person's time
Tools we often use: ChatGPT Business, Claude for Teams, Microsoft Copilot and Google Gemini.
Price and timing
- Start withAI workflow audit, $500–$1,500
- Typical first project$2,000–$3,500
- After launch10% of your build cost per month, $500 minimum
Larger projects are quoted in your audit plan, often up to about $5,000. If your first project is $2,000 or more, your audit fee comes off the build price.
Price your auditStraight answers
Something else on your mind? Call (305) 807-7015.
Is ChatGPT safe for client information?
It can be, with the right business plan and settings. We set it up so your data isn't used for training, and teach your team what not to paste in.
Should we use ChatGPT, Claude or Copilot?
It depends on the tools you already use. Microsoft 365 firms often start with Copilot. We'll recommend one in plain terms.
Do you write an AI policy for our firm?
Yes. You get a simple one-page policy your team can actually follow.
How long is the training?
Usually one or two hands-on sessions, plus the saved instructions your team keeps using.
Find out where AI fits in your firm
Start with a free call, or go straight to the audit. Either way, you talk to the person who builds it.
Not sure yet?
Book a free 20-minute call
Tell us what's eating your team's time. We'll tell you honestly if AI can help. No pitch, no obligation.
Book a free callReady?
Book your AI workflow audit, from $500
1–2 weeks, ending in a written plan ranked by hours saved, with a price for each piece.
Book your audit
Today, every call and every audit is led by our founder, Aramis M. Figueroa. Or call (305) 807-7015.
Not ready yet? Get the free “Is your firm ready for AI?” checklist
A 10-question checklist you can fill in over coffee. It shows where your team's hours go and which work AI could take on first.
Request received. Aramis will email you the checklist within one business day.
One email with the checklist. No newsletter unless you ask for it. See our privacy policy.