Engagements
Offerings
Three engagement types, each calibrated to the realities of regulated work. Every engagement begins with a written intake, a 25-minute call, and a written proposal with specific deliverables, timeline, and pricing.
Offering 01
AI Strategy & Product Selection
Independent evaluation of AI tools against actual workflows, security and compliance requirements, and operational realities. Output is a written recommendation an executive team or board can act on — not a vendor demo summary, not a feature comparison spreadsheet.
- Scope
- Requirements mapping, vendor landscape review, security and compliance posture, total cost modeling, and a defensible recommendation with rationale.
- Deliverables
- Written recommendation report (typically 15–25 pages), executive summary suitable for board distribution, and a working session to walk leadership through findings.
- Timeline
- Four to six weeks from kickoff.
- Engagement fee
- Fixed fee. Provided in the written proposal following intake.
Offering 02
AI Implementation & Adoption
End-to-end leadership of AI rollout from pilot through durable adoption. The work covers what most implementations skip: workflow redesign, role-by-role training, policy and governance development, and the change management that determines whether tools get used six months in.
- Scope
- Pilot design, workflow integration, training development and delivery, internal policy drafting, governance structure, and adoption measurement.
- Deliverables
- Written implementation plan, training materials, policy documents, governance framework, and a measured adoption review at engagement close.
- Timeline
- Three to six months. Retainer or fixed-fee structure.
- Engagement fee
- Fixed fee or monthly retainer. Provided in the written proposal following intake.
Offering 03
AI-Enabled Research & Analysis
Project-based or retained analytical work that organizations need but can't produce internally on the timelines decisions require. The output is a written analysis with specific findings — not a deck, not a dashboard.
- Scope
- Defined research question, structured analytical approach, source review and synthesis, and written findings with recommendations.
- Deliverables
- Written analytical report sized to the question. Executive summary. Working session to discuss findings and implications.
- Timeline
- Two to eight weeks for project work. Monthly retainer available for ongoing analytical support.
- Engagement fee
- Project fee or monthly retainer. Provided in the written proposal following intake.
Industry application
Where this work lands
Law firms
Vendor evaluation for legal research, document review, and drafting tools. Implementation work focused on privilege protection, conflicts management, and partnership-level governance. Engagement scoping accounts for the structural differences between practice groups.
Healthcare organizations
AI tool evaluation against HIPAA, state privacy law, and clinical workflow. Implementation work covering clinical, administrative, and patient-facing use. Healthcare engagements carry a specialty premium reflecting the additional regulatory and clinical-validation work required.
Patient advocacy
Analytical and strategic work for organizations representing patient populations. Vendor selection and implementation calibrated to nonprofit operations and the trust requirements of patient-facing services.
Education and EdTech
Vendor evaluation for instructional, administrative, and learning-analytics applications. Implementation work covering FERPA, accreditation, and institution-specific governance. Recent work includes K–12, higher education, and professional credentialing contexts.
Accounting and professional services
AI tool evaluation for audit, tax, advisory, and client-facing work. Implementation calibrated to professional-responsibility frameworks, client confidentiality requirements, and the documentation standards expected by regulators and peer reviewers. Engagement scoping accounts for the differences between assurance, tax, and advisory practice lines.
Engagement scope, methodology, and deliverables detailed in the services overview. Fee structure provided in the written proposal following intake.
Download services overview (PDF) →
Contact: eden@edenlord.com