AI Solutions & Services | InstAI

Pick where you want to start

Not sure if AI will work for your firm? Start with the Clarity Package. Already know what you need? Jump straight to implementation. Choose the option that fits where you are today.

01

AI Clarity Package

Find out exactly what AI can do for your firm in 4 weeks. You get a list of 7-10 ways AI can save your team time, plus a step-by-step plan to start using them. So what does that mean? You'll know if AI is worth the money before you spend it.

  • We test 6 areas of your business to find AI opportunities
  • You get 7-10 specific ways AI can help (with time and cost savings)
  • A 90-day plan showing you what to do first, second, and third
  • ROI calculations so you know how much money each idea will make or save
  • List of exact tools and software you need to buy
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02

AI Strategy & Roadmap

Turn your AI ideas into a real plan. We map out exactly what to build, when to build it, and how to get your team on board. So what does that mean? You get a 12-month schedule that tells you what happens in month 1, month 2, all the way to month 12.

  • Month-by-month plan for the next 12 months
  • Detailed drawings of how AI systems will connect to your current software
  • Training schedule for your team (who learns what, and when)
  • Plan to handle problems that might come up
  • Compliance checklist for GDPR and industry regulations
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03

AI Implementation

We build it for you. You tell us what you need AI to do, and we create the system, connect it to your current software, and train your team to use it. So what does that mean? You get working AI tools that your team can actually use, not just ideas on paper.

  • Custom AI system built specifically for your firm
  • Connected to your existing CRM, email, and other software
  • All your data moved and organized properly
  • Training sessions for your team with written guides they can reference
  • 30 days of daily check-ins after launch to fix any issues
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04

Ongoing Partnership

We become your AI team. Every month, we check your systems, add new features, and fix problems before they affect your business. So what does that mean? You get an AI expert on call without hiring a full-time employee.

  • Monthly review calls to check what's working and what's not
  • New AI features added as they become available
  • Priority support - we fix your issues within 24 hours
  • Quarterly planning sessions to plan your next AI projects
  • We watch for new AI tools that could help your business
Learn more →

Here's how it works

We follow the same 4 steps with every client. No surprises, no hidden costs, no dragging things out longer than needed.

01

Find Opportunities

We look at 6 parts of your business to find where AI can save time or make money. You get a list of specific ideas ranked by which ones help most.

02

Make a Plan

We turn those ideas into a real schedule. You'll know what happens week 1, week 2, and so on, with clear deadlines.

03

Build It

We create the AI system, connect it to your software, test it with real work, and train your team to use it.

04

Make It Better

After launch, we watch how it performs and make improvements based on what your team actually needs.

Not sure which one is right for you?

Take our 5-minute assessment. You'll get a score that shows how ready your firm is for AI, plus a list of 3-5 specific things AI can do for you right now.

Get Your Free Assessment →