Pick the Smallest Sensible Step
Whether staff are already using AI, a supplier is pushing Copilot, or you have not started yet, you do not need a vague transformation programme. Pick the step that gives you evidence, control and a clear next decision.
Every engagement includes The Pattrn Protocol, so ownership, data boundaries, audit trails and human review are built in from the start.
Start Here
Not sure where to begin? Start with the option that helps you see whether AI is useful, risky or a distraction.
AI Assessment Quiz
Take the 5-minute quiz to spot where AI may help, where it could create risk, and whether you need a proper audit before spending money.
- Quick 5-minute assessment
- Instant personalised report
- Identify quick wins
- Clear next-step guidance
Discovery Call
Book 30 minutes with Rohit to talk through what is happening in the business and whether there is a sensible AI next step.
- 30-minute consultation
- Talk through your actual situation
- Get a practical next step
- A practical fit/no-fit next step
Core Services
Services for firms that need to know what is happening, what is worth improving, and how to use AI without creating a bigger governance problem.
AI Clarity Session
A paid meeting slot for professional-services firms and growing SMEs that need a straight answer before approving a larger audit, recovery or build.
- Direct advisory session with Rohit
- Use-case, supplier or proposal sanity check
- Plain-English next-step recommendation
- Follow-up summary document
AI Risk & Efficiency Audit
Find where AI or automation could safely create value, where existing AI use or data exposure needs control, which admin costs are worth attacking, and what needs governance before anyone builds.
SME Audit
- AI opportunity and usage discovery
- AI readiness and risk score
- Opportunity analysis
- Evidence and baseline calculations
- Controlled build plan
Employee count is only a guide. Final scope depends on the number of teams, workflows, systems, stakeholders and risk areas reviewed. Audit fee credited toward implementation if you proceed within 90 days.
Artha
A managed AI foundation with core skills, plugins and one primary workflow, shaped through coaching around the purpose, resources and practical prosperity of your growing business. Book an Artha discovery call first so the priority, boundaries and support model are clear before setup.
- One flexible Artha environment installed and configured
- Core skills and plugins, plus monthly coaching
- Approved business context and safe-use boundaries
- Monthly support, refinements and 30-day value review
AI Implementation Projects
Once the right use case is clear, I build the automation, integrations, review points and evidence trail around the way your firm actually works.
Process Automation
Remove the admin, document and handoff work that is slowing fee earners, advisers or client teams down.
Client Portal
Give clients a secure place to share documents, answer questions and see progress without chasing your team.
All implementation projects include The Pattrn Protocol governance framework at no additional cost.
AI Cleanup & Recovery
Already tried AI and it didn't work? I specialise in fixing broken implementations and rescuing stalled projects.
Assessment Phase
Diagnose what went wrong and determine if recovery is possible or if a fresh start is needed.
Recovery Phase
Fix, rebuild, or replace the broken implementation with proper governance in place.
- Honest assessment of what's salvageable
- Root cause analysis of failures
- Governance gaps identified
- The Pattrn Protocol for future protection
Managed AI Governance & Support
Ongoing AI governance and fractional Chief AI Officer support to maintain, optimise and govern AI-enabled work. Includes risk monitoring, compliance updates, leadership guidance and practical support as tools, suppliers and staff usage change.
Essential
- Monthly governance review
- Fractional Chief AI Officer advisory support
- AI usage and risk monitoring
- Email support (48hr response)
- Quarterly compliance updates
- 7.5% partner discount on separately scoped implementation projects
Professional
- Fortnightly governance calls
- Fractional Chief AI Officer advisory support
- Proactive risk monitoring
- Priority support (24hr response)
- 10% partner discount on separately scoped implementation projects
- Regulatory updates & guidance
- Yearly AI Risk & Efficiency Audit included
Focused support for outreach and content
Practical support for commercial work where relevance, voice, evidence and review matter.
Research-Led B2B Outreach
Signal-led B2B outreach with research, controls and human review so messages show real commercial understanding.
- Researched account and trigger selection
- Lead qualification and fit checks
- CRM handoff and follow-up tracking
- Compliance audit trail
Market Presence Content System
Multi-platform content support that keeps your voice, evidence and review process intact while reducing the blank-page and scheduling drag.
- Voice and proof boundaries
- Content planning and drafting support
- Performance and response review
- Content audit trail
Flexible Payment Terms
We understand that cash flow matters. That's why we offer flexible payment options.
Payment Plans Available
Split larger projects into manageable monthly payments. Discuss options during your discovery call.
Audit Fee Credit
Your AI Risk & Efficiency Audit fee can be credited toward implementation if you proceed within 90 days.
No Hidden Fees
All pricing is transparent. Third party costs, such as OpenAI, Anthropic, Google, Microsoft or automation platform fees, are billed separately at cost.
The Pattrn Protocol Included
Every engagement includes built-in governance and documentation at no additional cost.