Audit. Build. Embed_
A structured path from "where should we use AI?" to "it's running in production." Every engagement follows the same three-phase framework — scaled to your firm's size, complexity, and ambition.
Find the 5% of opportunities worth building_
Two weeks. We interview your team, map your workflows, and identify the AI opportunities that will actually move your P&L — not the ones that sound impressive in a boardroom.
You get a 15-25 page AI Readiness & Opportunity Report: process maps of your highest-leverage workflows, ROI modelling for each opportunity, build-vs-buy recommendations, and a prioritised implementation sequence.
The audit is designed to be useful whether you work with us or not. But if you do proceed, the £3,500 fee is deducted from your first build invoice.
- —2 strategy sessions (kickoff + findings)
- —4-6 stakeholder interviews
- —Systems and tooling inventory
- —Process mapping of top 3 workflows
- —15-25 page readiness report
- —ROI modelling per opportunity
- —Build-vs-buy recommendations
Fixed scope, fixed fee, fixed timeline_
A specific system, built and deployed into your infrastructure. The scope is defined before work begins. Payments are milestone-based so you never pay ahead of delivery.
We build in 4-10 week sprints. Each sprint produces a working system — connected to your tools, tested against your data, and handed over with full source code and documentation.
Typical builds: client intake automation, document processing pipelines, compliance checking systems, CRM integrations, reporting dashboards, AI phone agents, and creative production pipelines.
- —30% on signature
- —40% on staging deployment
- —20% on go-live
- —10% after 30-day warranty
The systems compound. So does the ROI_
The ongoing partnership. We embed alongside your team as your AI implementation partner — building 3-8 systems per quarter, with dedicated support and strategic reviews.
This is where Formulaic works best. Each system we build makes the next one faster because we already know your tools, your team, your data, and your compliance requirements. The first system takes 6 weeks. By the fourth quarter, similar systems ship in 2.
You get a dedicated team, priority response, and regular strategic reviews to identify the next highest-ROI opportunity. All source code is handed over. Infrastructure costs are passed through at cost.
- —3-8 production systems per quarter
- —Embedded delivery in your tools
- —Quarterly strategic reviews
- —Priority support and response
- —Source code handover on all systems
- —Infrastructure at cost
How we think about the work_
Every engagement produces running software. Not a strategy document. Not a proof-of-concept. A production system your team uses on Monday morning.
Systems connect to your existing tools — LEAP, Clio, Xero, Sage, Proclaim, whatever you run. We don't replace your platform. We fill the gaps between your tools where the manual work lives.
Client data stays on infrastructure you control, in the jurisdiction your regulator expects. UK servers for UK firms. US hosting for American practices. Data residency is a design decision, not an afterthought.
Fixed fees, scoped before work begins. Milestone payments so you never pay ahead of delivery. No open-ended billing, no surprise invoices.
Source code, documentation, credentials, infrastructure access. At the end of any engagement, you walk away with the asset. We earn retention through value, not lock-in.
Most firms start with the audit_
Two weeks. £3,500. A clear picture of where AI moves the needle in your firm. Deducted from your first build if you proceed.