The Record
Sometimes the answer is no.
True stories from our work, anonymised. Where AI earned its place, where automation was enough, and where the honest answer was not yet. This is what advice looks like when the adviser is prepared to lose the sale.
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Paused our own project
The data couldn't carry the automation yet, so we switched off our own paid work.
Not an AI problem
The blockage was upstream of anything a model could touch. We fixed the pipe, then AI had something to work with.
Don't buy yet
Clean data, then the system, then the AI. The order is the strategy.
The missing operating layer
A law firm's fastest AI wins were already sitting in its contracts. We switched them on.
Everyone came out of the woodwork
A clear AI policy turned hidden use into shared capability.
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