Astreon

Founding-client rate: 20% off for the first five firms that sign by March 31, 2027, on any service bought in the 12 months after their first engagement letter (monthly and quarterly plans started in that time: 20% off for their first 12 months), in exchange for considering a short testimonial (published only with your approval) and permission to use de-identified findings.

Advisory Path 2 of 3 · flagship

Use the AI you already pay for

Clio, Microsoft 365, Google Workspace and Zoom all ship AI features, some on by default; the audit shows what each does with client data. The rollout builds workflows for your real tasks in the one AI assistant your firm picks (Claude, ChatGPT, Microsoft 365 Copilot or Google Gemini), tests them before you rely on them, and keeps them working as the models change.

  1. Workflow Rolloutfrom $1,500
  2. Workflow Care or Office Hoursfrom $350 / month

The eight workflows, and which fit your practice →

Not sure where to start? The AI Feature Audit shows what your firm already has, and it's free when you buy any one-time service.

Service

Workflow Rollout

$1,500Solo Setup (1–3 people)2 workflows you pick from our catalog, 90-minute hands-on session, 30 days of support
$4,500Core (up to 15 people)3 workflows you pick from our catalog, 3-hour hands-on workshop, 30 days of support
$7,500Plus (up to 30 people)6 workflows you pick from our catalog, half-day workshop with role breakouts, 90 days of office hours
3–4 weeksturnaround

Each extra workflow: $750.

What you get
  • Each workflow built in your own business-plan tool (Claude Team, ChatGPT Business, Microsoft 365 Copilot or Google Gemini), on your templates and your tasks, and shared with your team
  • Each workflow tested on your setup before delivery, with a Verified by Astreon card naming the model, date, platform and results (Gemini workflows: checked in your tool after the install; the Verified card covers Claude, ChatGPT and Copilot)
  • The first install done with you, in person; later updates arrive ready to install, with five-minute steps
  • A short results report at 30 days: tested, checked in your tool, rated by your staff, used
  • Every output ends with a 'verify these' list tied to the source
  • Hands-on session on your own tasks; prompt card; verification checklist; quiz with named completion certificates; recording
  • Support period: fixes and one adjustment per workflow
Workflow catalog · pick yours

What each workflow does, and which fit your practice → Medical-record chronologies, demand letters and records summaries are not offered as workflows.

Verified by AstreonSample
Workflow
Intake notes → intake memo and conflict-check list
Platform
Microsoft 365 Copilot (business plan)
Model
[model name and version]
Tested
[date]
Cases
[number] synthetic cases with known answers
Result
[passed] of [number] passed the hard checks (ships at 9 in 10)
Placeholder data. Each delivered workflow carries its own card.
Start with the free AI Policy Check
Ongoing

Workflow Care

Every month: we watch for model and vendor changes, re-test your workflows when one lands and fix what breaks, and make one adjustment you ask for. Every quarter: a full re-test of each workflow (for a Gemini workflow, your administrator runs the test cases we send in your tool, and we grade the answers). The AI policy questions workflow doesn't count toward the 3.

$350per month, up to 3 workflows ($75 a month for each more)

Each extra workflow: $75.

Start with the free AI Policy Check
Ongoing

AI Office Hours

Two 60-minute group sessions a month where staff bring real tasks, a monthly note on tool changes that affect your firm, email questions in between. Includes Workflow Care for up to 6 workflows ($75 a month for each more).

$900per month, 3-month minimum
Start with the free AI Policy Check

All prices plus Washington sales tax. Outside these scopes: $250 per hour, quoted in advance.

Where next

Every price on one page →

Start here, free

Ten questions. Your firm's AI Snapshot, on the spot.

The tools your staff use, risk flags, three next steps, and what it would cost to fix them. Then a 30-minute call if you want one.

Free AI Policy Check

Or the free Starter AI Policy