A 30-minute call
You tell us what isn’t working. We ask how the work gets done today.
Start with Phase 0. The first 10 hours are free.
Tell us the job that eats your team’s week. We look at how the work actually gets done and show you where AI would save time or money, and where it wouldn’t. While the promotion runs, the first 10 hours carry no invoice and no obligation to continue.
See if we’re a fit
Five quick answers, then pick a time.
- No brief needed
- Written findings you keep either way
- First call is 30 minutes, online
Sound familiar?
- Records of advice, FICA packs and review packs eat your advisers’ week?
- Years of client files and notes, and still nobody can find an answer without opening ten documents?
- Your staff paste client details into AI tools, and nobody is sure what those tools keep?
- Platforms and suppliers hold your clients’ data, but you couldn’t say how exposed you are if one is breached?
- Your administrators type the same client into three different platforms?
- You’ve tried ChatGPT and a few AI tools, but none of it changed how your practice actually runs?
If one of these is you, Phase 0 is built for it, and the first 10 hours are free.
How Phase 0 works
Information gathering: one problem, looked at properly, with a straight answer at the end. Promotion: the first 10 hours are free.
We read your log
You note what isn’t working on our private form. An automatic email with your next steps arrives within a minute; the people assigned to your firm read the log itself within one working day.
A visit to your office
We sit with the people doing the work and write down what really happens.
Findings and a fixed price
Written findings you keep, and one of our five packages at one fixed price if it is worth building.
We’re not the right fit yet
Phase 0 is built for firms of five or more people, where the time saved adds up across a team.
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You’re booked.
Your first call is
Good call: whatever you decide, you keep the written findings.
Expect a quick call from Unathi to confirm the time (weekdays,
08:00 to 17:00). Keep your phone close.
Join the online call with this link at the time. It’s also in your email with a calendar invite and a short note on what to bring:
One thing before the call (10 minutes): log what isn’t working, privately. It is encrypted,
read only by the people assigned to your firm, and your next steps arrive by email a minute later.
What happens next
- Within minutes (weekdays, 08:00 to 17:00): a quick call from us to confirm the time.
- Before the call: your 10-minute confidential log, and the short video below.
- On the call: 30 minutes online. You walk us through the problem; we agree how to use the rest of Phase 0.
Do I need to prepare anything?
No. The log helps, but bring the problem as you feel it. It helps if the person who does the work day to day can join.
What does it cost?
The first call costs nothing, and while the promotion runs the first 10 hours of Phase 0 carry no invoice. If something is worth building, you get one package at one fixed price; our list prices are on the packages page.
Can I move the time?
Yes. Reply to the confirmation email, or tell us when we phone, and we will find another slot.
Questions people ask
Is the promotion really free?
Yes. While the promotion runs, the first 10 hours of Phase 0 carry no invoice and no obligation to continue. If we can help further, we tell you what it would involve and you decide.
Do I need to know what I want from AI?
No. Bring the problem as you feel it. Working out whether AI is the right answer is our job.
What happens on the first call?
30 minutes online. You walk us through the problem, we ask how the work gets done today, and we agree how to use the rest of Phase 0.