A one-week diagnostic.
$1,500 flat.
A productised version of the operations audit. Fixed scope, fixed framework, fixed price. You leave the week with a written brief naming the three highest-ROI automations for your firm, in your firm's language, ready to forward to a partner.
- Monday
Interviews with the operations lead, the partner sponsoring the work, and at least two staff inside the workflows under review. We are listening for the parts no one writes down.
- Tuesday
Workflow observation. We sit with intake, document handling, scheduling, and reporting as they happen. Time-on-task is logged against the steps your team performs by hand.
- Wednesday
Systems audit. A close read of Karbon, TaxDome, Clio, MyCase, the ledger, the portal, the document store — what is configured, what is unused, what is duplicated, what is missing.
- Thursday
Prioritisation. Three candidates are ranked by hours-recovered-per-build-week and likelihood of partner adoption. We discount the candidates that look good on paper but stall on rollout.
- Friday
Written brief delivered. Workflow map, three ranked candidates with build cost and savings, recommended sequence, and a 30-minute walkthrough call.
A written brief, not a slide deck.
- A workflow map of the current state, annotated with hours consumed and breakpoints.
- Three ranked automation candidates, each with build cost, implementation notes, and savings projection.
- A recommended sequence — what to do in-house, what to do with a partner, what not to automate yet.
- A 30-minute walkthrough call with you and your operations lead.
- The brief is yours to keep, build with us or not.
Is the brief actually templated, or rewritten from scratch each time?
Templated. The framework — interview structure, system audit checklist, ranking model, brief outline — is fixed. The findings are specific to your firm. That is what lets us hold the price flat at $1,500 instead of pricing it as a custom consulting engagement.
What if our firm has very unusual systems?
Tell us up front. The framework covers Karbon, TaxDome, Canopy, Clio, MyCase, QuickBooks, Xero, Sage Intacct, NetDocuments, iManage, SharePoint, and Microsoft 365 / Google Workspace. If your stack is meaningfully outside that, we will say so before we accept the engagement.
Can the brief be sanitised and shared internally?
Yes. The brief is written so a partner can forward it to a managing partner or operations committee without rewriting. No Agni-internal language, no proprietary diagrams.
Does buying the brief commit us to the build?
No. About a third of audits end with a recommendation to fix process before automating, or to do the build in-house. We say so plainly when that is the case.
One week.
One written brief.
Email the studio with two lines about the firm and one line about where the work is breaking down. We respond within one business day with available weeks.