Start with one conversation.
Thirty minutes with Mike Rodgers on the job you most want off your plate. If AI is the wrong answer, you will hear that too.
For small professional services firms, 5 to 100 people
AI on client work, with your name still on it.
Your people already paste client notes into chatbots. We set up AI on your real work, inside written rules, with a named reviewer before anything reaches a client and a record you can show an examiner or a carrier.
Free call. No new platform to buy. Every quote comes after a short brief, in writing.
File 01 · Where it slips
The AI is already in your firm. The rules are not.
A meeting summary drafted by a chatbot goes out unread. A renewal question sits in a shared inbox. A proposal gets rebuilt from scratch because last year's version lives on one person's laptop.
None of that is a technology problem. It is an ownership problem: nobody wrote down which tools are allowed, who checks the draft, and where the record lives.
What it costs when nobody owns it
- Client details in a tool the firm never approved
- A draft that reads like advice, sent without review
- Quote and renewal requests answered days late, or not at all
- No record when a regulator, carrier or client asks what happened
File 02 · Ways to start
Three ways in. Pick the one that matches the problem.
P1
Professional AI Packages
For the advisors, agents, engineers and account leads who want AI on client work, set up inside your firm's rules.
Scoped after a short brief
See what is insideP2
One-Workflow Review
One handoff keeps slipping across your CRM, inbox and files. We map it end to end and hand you a written plan.
Scoped after a short brief
See the reviewP3
Intake and Follow-up Build
Every inquiry, quote request and renewal reaches a named person, with a backup, in the tools you already use.
Scoped after a short brief
See the build| What is inside | P1 · AI Packages | P2 · Workflow Review | P3 · Intake Build |
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File 03 · Your firm
What AI drafts for a firm like yours, and how it stays safe
File 04 · How it works
Four steps, one lap
Step 1
Free call
Thirty minutes on the one job that hurts most. You leave with a clear next step either way.
Step 2
Short brief
Which tools, which clients, who reviews. A written scope and a fixed quote before anything starts.
Step 3
Set up on real work
Rules written, tools set up, checks agreed and tested on your own files with your people.
Step 4
Handover
Your team runs it. The rules, the record and the review step stay with the firm.
What you keep
- A one-page AI rule sheet for your firm
- The list of approved tools and what each may see
- The review step, with a named person for each kind of draft
- A record of what was drafted and who approved it
File 05 · Safety
Your clients trust your judgment, not a model's.
- AI drafts. A licensed or named person reviews and sends.
- Client data goes only into tools your firm approved in writing.
- AI never states coverage, gives investment advice or stamps a drawing.
- Every client-facing draft keeps a record of who approved it.
- Where files cannot leave the firm, we scope Private AI for that one use.
RIG does not certify compliance with SEC, FINRA, state insurance or licensing rules. Your compliance owner decides; we make the controls easy to check.
File 06 · The difference
Not another login. A way of working.
The usual AI rollout
How we set it up
Already bought the logins and nothing stuck? Start with the AI Packages ladder, which begins with a free test.
File 07 · Questions
Questions owners ask
Do we need to buy new software?
No. We start with the tools you already pay for. If a new tool would help, we say so in writing and you decide.
Can we use AI with client data at all?
Often yes, inside approved tools and written rules. Where files truly cannot leave the firm, Private AI is scoped for that one use case.
Who checks what the AI writes?
A named person at your firm for each kind of draft. That is written into the rules before anything goes live.
We are a law, CPA or consulting firm.
There are pages built for you: law firms, accounting and CPA firms and consultancies.
What does it cost?
Every engagement is scoped after a short brief, and you get a written quote before any work starts. The first call is free.