signal / dated client notes
Reviews
Individual records describe communication and service scope without ratings, platform branding or unsupported outcomes.
The discovery workshop stayed practical. Adele separated the decisions we had to make this quarter from the questions that could wait, and nobody tried to sell us a model we had no use for.
Jonah reviewed our quoting workflow end to end, confirmed the fee basis before starting and showed which two steps were worth automating and which four were better left with a person.
The AI readiness assessment looked at our data before it looked at any tool. The written finding said plainly that our records were not clean enough yet, which was not what we hoped to hear and was the right answer.
The implementation roadmap came sequenced, costed and with a named owner against every step. Three months in we are on the second phase and the original estimate has held without a change order.
Simone ran team training for eleven people using our own documents rather than a generic demo. Two of the skeptics in that room are now the ones writing the prompts for everyone else.
We keep a standing advisory session each month. It is a straight hour of questions and answers, with no attempt to turn a small problem into a bigger engagement.