IOS
Review the readiness offer
Fixed-price AI office assessment

Start with the AI Office Readiness Review.

Intelligent Office Solutions gives law firms, medical offices, accounting firms, real estate offices, construction companies, and other office-heavy teams a clear first step for practical AI adoption. Review the way work moves now, identify the best opportunities, and leave with a roadmap your team can actually use.

Review the offerSee all packages

Built for

Office-heavy SMBs

Investment

$750 fixed fee

Outcome

Priority AI roadmap

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IOS
Overview
Workflows
Automations
Documents

Readiness review overview

A premium first step for practical AI adoption.

Workflow review

CurrentMapped

Priority use cases

Top 3Ranked

Leadership roadmap

30Days

What the assessment includes

Workflow review, opportunity prioritization, written recommendations, and a follow-up session for leadership questions.

Document and inbox work

Review drafting, review cycles, follow-up, and repetitive communication across the office.

Clear next steps

Leave with a practical recommendation set instead of broad ideas or open-ended consulting.

Brand essence

Clear strategy, measured rollout, and support your staff can use.

Assess

Review how work moves through the office before any tools are introduced.

Optimize

Recommend and implement practical AI support where it removes friction.

Empower

Train staff with examples that fit the systems your team already uses.

Support

Stay available for refinement, troubleshooting, and next-phase rollout.

Start here

The first engagement is a readiness review, not an open-ended consulting retainer.

Intelligent Office Solutions starts by identifying where work slows down, where drafting repeats, and where staff lose time. That creates a focused scope for AI decisions before you spend money on software, setup, or training.

Primary offer

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A fixed-price AI office assessment for owners and operators who want clarity before they commit to tools, setup, or staff training.

Fixed fee

$750.00

Who it is for

Law firms, medical offices, accounting firms, real estate offices, construction companies, and other admin-heavy teams that want a sensible first move into AI.

What you leave with

A prioritized roadmap, clear recommendations, and leadership guidance on where AI should help immediately and where it should wait.

Included in scope

Workflow review across intake, drafting, follow-up, and admin handoffs
AI opportunity prioritization based on value, fit, and ease of rollout
Written recommendations with immediate next steps
Leadership follow-up session for questions and decision-making
Review scope and deliverables
Step 1

Review the office the way it actually runs.

Intelligent Office Solutions maps where information gets stuck, where drafting repeats, and where admin staff lose time. That creates a realistic foundation for AI implementation instead of a generic tech checklist.

Document-heavy workflows

Summaries, forms, repeat correspondence, and first-draft production.

Bottlenecks and handoffs

Inbox overload, approval waits, unclear ownership, and repetitive task switching.

Step 2

Configure the right tools.

Meeting summaries, inbox help, drafting support, and simple automations tied to the systems your office already uses.

Step 3

Train staff and refine.

Deliver a straightforward live session, reinforce adoption, and stay available for next-round improvements.

Packages

Fixed-price engagements with a clear scope and a visible outcome.

Each package is designed to reduce uncertainty, move quickly, and give office teams a rollout they can realistically absorb.

Recommended first step

AI Office Readiness Review

$750

A fixed-price assessment for leaders who want a clear AI plan before they invest in setup or staff training.

  • Review of your current office workflows and admin bottlenecks
  • Priority AI opportunities matched to your team and systems
  • Written roadmap with practical next steps
  • 30-minute follow-up Q&A
Start with this assessment

AI Office Optimization Setup

$2,500

The core rollout for teams ready to configure tools, document workflows, and train staff quickly.

  • Current-state workflow review
  • Tool recommendations tailored to your office
  • Setup for summaries, drafting, inbox support, or light automations
  • 1-2 hour team training session
  • Documentation for everyday use
  • Two weeks of launch support
Plan your setup phase

AI Office Support Plan

$450/month

Ongoing improvement for teams that want a reliable partner after the initial rollout.

  • Up to 2 support sessions per month
  • Workflow adjustments and prompt refinement
  • Light automation updates
  • Priority email support
Add ongoing support

Ready to begin

Start with the assessment, then move into setup with confidence.

Intelligent Office Solutions is built for offices that want an elegant, practical path into AI. The goal is not more software. It is a better operating rhythm for the people already doing the work.

Fixed-price readiness review with a clear scope
Practical setup and training once priorities are clear
Ongoing support available as the office expands usage
Review the assessmentView bookings