AI Automation Consulting for Professional Services and Growing SMEs
I'm Rohit. I help financial advisers, accountants, law firms and founder-led SMEs fix the repetitive work that slows growth: late follow-up, manual reporting, messy handoffs and tools the team does not quite trust.
The aim is not to replace people. It is to give your team more capacity, clearer evidence and safer ways to use AI without losing the judgement your clients rely on. Every implementation follows The Pattrn Protocol , my governance framework that keeps AI transparent, auditable, and defensible.
As Seen In
You're Brilliant at What You Do. But You're Stuck.
Your business is growing. That's good news. But growth comes with problems:
You're spending more time on admin than on the work that actually makes money. Client enquiries sit unanswered whilst you're in meetings. Your team is stretched thin, but hiring more people means more overhead, more management, more complexity.
You know there has to be a better way. You've heard about AI and automation, but most of what you see is either too technical, too expensive, or just doesn't fit how your business actually works. And frankly, a lot of it feels cold and impersonal.
That's where I come in. I build automation that helps humans do better work, not replace them.
Or Maybe You've Already Tried AI... And It Didn't Work
You invested in AI automation. Maybe you hired a big consultancy. Maybe you bought expensive software. But now you're stuck with something that doesn't work the way you were promised. Your team doesn't trust it. Your clients are frustrated. And you're wondering if you've just wasted a lot of money.
That's where I come in. I fix broken implementations and build new ones that actually work for real humans doing real work. No hype. No jargon. Just practical automation with governance built in from day one.
Who I Work With
Financial Services
Financial advisers, wealth managers, IFAs
Automate: Client onboarding, enquiry response, compliance documentation
Impact: Respond in minutes, not days. Recover lost revenue. Focus on advisory work.
Accountancy
Accountants, bookkeepers, tax advisers
Automate: Client onboarding, document collection, recurring tasks
Impact: Free up time for advisory services. Survive busy season. Grow without hiring.
Legal Services
Solicitors, law firms, legal practices
Automate: Client intake, document management, case admin
Impact: Increase billable time. Improve client experience. Reduce admin drag.
Work in a different industry? I help SMEs across sectors. Book a call to discuss your specific situation.
Are you an MSP? I partner with IT service providers to help you deliver AI automation to your SME clients. Learn more about partnership opportunities.
What AI Automation Can Do for Your Business (Done Right)
Real outcomes. Measurable impact. Human-centred approach.
I am not tied to one AI tool. I help you work out whether ChatGPT, Claude, Gemini, Microsoft Copilot, model-backed apps or simpler automation actually belong in your business.
Sleep at Night
- AI implementations that are transparent and auditable
- Governance built in from day one with The Pattrn Protocol
- Protect against regulatory exposure and liability
Measured outcome: clear boundaries and defensible automation
Save Time
- Automate repetitive tasks that eat up 10-20 hours per week
- Free yourself and your team to focus on high-value work
- Stop working evenings and weekends on admin
Measured outcome: fewer repeated admin tasks and clearer ownership
Grow Without Hiring
- Handle more clients without adding headcount
- Scale your business without scaling your costs
- Increase capacity by removing avoidable admin from the team
Measured outcome: more work handled without hiding quality risk
Never Miss Opportunities
- Respond to enquiries in minutes, not days
- Follow up automatically so nothing falls through cracks
- Convert more leads without working harder
Measured outcome: fewer good enquiries left waiting
This isn't about replacing people or chasing automation fantasies. It's about freeing humans to do the work that actually requires expertise, empathy, and judgement, whilst protecting your business from the risks that come with getting AI wrong.
How We Work Together
A human partnership, not a faceless service.
Start with the Assessment
- Take our AI assessment quiz or book a discovery call with me
- Understand what's possible for your business
- Get honest advice, even if it means no sale
- No commitment, no pressure, no sales pitch
Choose Your Path
- Focused clarity session for specific AI decisions
- AI Risk & Efficiency Audit (from £5K) for comprehensive analysis
- AI Hangover Recovery if you need to fix broken implementations
- Implementation Projects (from £15K) if you're ready to build
- Governance Retainers (from £1,500/month) for ongoing support
- I'll help you choose the right approach for your situation, even if it means no sale
Build Your Solution
- I lead the design and implementation personally
- Supported by hand-picked specialists I know and trust
- You stay involved throughout - this is a partnership
- I handle the technical work, you provide the business knowledge
- Typically 2-6 weeks depending on complexity
See Results
- Start reducing repeated work and follow-up gaps within weeks
- Measurable impact: time reclaimed, risks reduced, clearer handoffs
- Ongoing support available if you need it
- Expand automation as your business grows
I lead every project personally, working with specialists I've hand-picked for their expertise. You get my personal attention with the resources to deliver results.
What I Measure Before Making Claims
No invented testimonials. No anonymous ROI theatre. If a result is published, it needs a real client, a clear measurement method and approval.
Where is the team losing capacity?
Intake admin, record chasing, reporting, status updates and repeated handoffs. We measure the drag before claiming the saving.
Where are enquiries, work or margin leaking?
Slow response, poor follow-up, missed evidence and unclear ownership can all cost money. We separate real leakage from optimistic spreadsheet theatre.
What has to stay under human control?
Client data, judgement calls, compliance evidence and approval routes need boundaries. That is why the governance is built in, not added after launch.
Why Work with Me?
I'm Rohit. I've spent 10+ years in the corporate world watching companies waste millions on AI projects that never delivered results, and often made things worse for the people using them.
I started Pattrn Data because I saw small and medium businesses struggling with the same problems. They couldn't afford the big consultancies, and the cheap solutions didn't actually work for real humans doing real work.
I believe AI should help humans do better work, not replace them. I lead every project personally, supported by hand-picked specialists I know and trust. Together, we focus on practical automation that solves real problems, delivers measurable ROI, and makes people's working lives better. No hype, no jargon, no solutions looking for problems.
I've seen too many businesses get burned by automation theatre: impressive demos that fall apart in real use, black-box solutions nobody understands, and consultancies that create dependencies instead of capabilities. I built The Pattrn Protocol because I believe AI should be transparent, auditable, and make sense to the humans using it. Not because it sounds impressive, but because that's how you build automation that actually works and keeps you sleeping at night.
I'm UK-based, I understand UK businesses, and I only take on work where I'm confident I can deliver real value, both in pounds saved and in human impact.
What It Costs (And What You Get Back)
Transparent pricing. Clear ROI. No surprises.
I believe in honest pricing and measurable returns. Here's what it costs to work with me and what you can expect back:
Free
AI Assessment Quiz + Discovery Call
Understand your opportunities
£500-£1,500
AI Clarity Session
Expert feedback on specific challenges
£5K-£20K+
AI Risk & Efficiency Audit
Comprehensive analysis with measured savings opportunities
Business case built from your real baseline
Custom Pricing
AI Hangover Recovery
Fix broken implementations that aren't delivering
From £15K
Implementation Projects
Build new automation from the ground up
£997+
Signal-led outbound
Measured against your actual pipeline baseline
£2,997+
Content Operating System
Multi-platform content automation
Designed around how your content actually gets made
£1,500+/month
Governance Retainers
Ongoing partnership and improvement
All implementations include The Pattrn Protocol governance framework at no extra cost. Because doing it right the first time is cheaper than fixing it later.
I will not invent ROI before we know your baseline. Any business case is calculated from your actual process, capacity and revenue data during assessment.
Ready to Get Your Time Back and Sleep Better at Night?
Start with an assessment to discover what's possible for your business, whether you're starting fresh or fixing something broken. No commitment. No sales pressure. Just honest advice about what AI can do for your business, your people, and your peace of mind.
No commitment. No sales pressure. Just honest advice about what AI can do for your business and your people.
You'll speak with me, Rohit, directly. I lead every project personally.