Today AI-Augmented AI-Native
Rev/Employee $200K
EBITDA Margin 12%
Headcount 50
Proposals/Qtr 8
Interactive Analysis

From AI-Augmented to AI-Native

Most firms are stuck in Phase 1: giving people AI chat tools and hoping for the best. Every employee gets a little faster, but the firm itself doesn't change. Phase 2 is different. Processes get redesigned around what AI makes possible. Triggers fire automatically. Institutional intelligence accumulates in a database. The firm stops being a collection of people using AI and becomes an organization that runs on it.

60 workflows. 7 business functions. One slider that shows what happens to a firm's economics across two phases of AI adoption.

Start by entering your firm's numbers below. Then scroll down and drag the slider.

employees
$ millions
% billable
$K per employee
% current
SOWs submitted
Scroll down to begin the transformation
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The 60 Workflows
Every professional services firm runs on these. Click a function to see each workflow and how much AI captures at the current slider position.
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How Roles Transform
Select a role and drag the slider. Watch where their time goes.
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Your P&L, Transformed
These are your numbers. The left column is today. The right is where the slider takes you.

Margin Waterfall

$200K
Rev / Employee
$1.2M
EBITDA
--
AI Investment ROI

Where the Revenue Comes From

This revenue uplift assumes your pipeline can absorb the freed capacity. If pipeline is your binding constraint, expect the cost savings but not the full revenue lift.
Who Stays, Who Goes, Who's New
The Debate
An AI transformation lead and a CFO walk into a bar. Both are right.

Where Your Firm Lands - The Honest Ranges

Skeptical
Likely
Optimistic

How Long Does the Advantage Last?

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Your Move
The deployment sequence that gets results. Start where the impact is highest and the complexity is lowest.

Two Phases of AI Adoption

Phase 1 is what everyone uses today. Phase 2 is what 1-3 builders create underneath - the compounding infrastructure your competitors can't buy off the shelf.
Phase 2: AI-Native — Builders (1-3 people)

The Compounding Layer

AI Coding Tools
CRM / PSA APIs
Workflow Automation (n8n)
Database (Supabase)
Builders redesign processes around AI: automated triggers (invoice on project close, alert on utilization drop), persistent intelligence (proposal win patterns, client health scores), and custom skills that Phase 1 users consume as simple commands.
Builders create skills & automations that flow up to ↓
Phase 1: AI-Augmented — Everyone (all employees)

The Daily Interface

AI Chat (Claude, ChatGPT, etc.)
Google Drive / OneDrive
Gmail
Slack
Calendar
Custom Skills
Month 1-2

AI-Augmented Delivery

  • AI chat seats for all consultants and PMs
  • Connect your cloud storage with past deliverables
  • Build 3 repeatable skills: /proposal, /status-report, /kickoff
  • Immediate impact on deliverable speed
Month 3-4

AI-Augmented Across Functions

  • Connect email, Slack, calendar to AI
  • Build function-specific skills
  • BD starts pumping out more proposals
  • HR automates review prep and screening
Month 5-6

Go AI-Native

  • Connect accounting, CRM, PSA via APIs
  • Workflow automations for time tracking and invoicing
  • Database for persistent intelligence
  • Finance transforms. This is where margins jump.
Month 7+

Intelligence Compounds

  • Proposal win rates improve from historical data
  • Resource allocation becomes predictive
  • Client health scores auto-generate
  • The firm operates structurally differently

The downside is $20K/year. The upside is a different kind of firm.

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What Could Make These Numbers Wrong
Assumptions & Risks
Every model is built on assumptions. Here are ours - and where reality might diverge in both directions.
Assumption 1

Competitive Advantage Is Temporary

These margins assume you adopt while competitors don't. If every firm adopts simultaneously, excess profits get competed away on price. The 30-40% EBITDA margin is a window, not a permanent state. Over time, gains flow to clients as lower prices or to employees as higher comp. First movers get 2-3 years of advantage.

Assumption 2

Pipeline Absorbs the Capacity

Throughput increases only help if you can sell more work. The revenue upside assumes your pipeline is deep enough to fill freed capacity. A firm already struggling to fill its funnel gets the cost savings but not the revenue lift. Pipeline is the binding constraint, not productivity.

Assumption 3

People Actually Use It

Enterprise software typically sees 30-40% real adoption. We're assuming much higher. The "people actually use it" problem has killed every productivity tool wave since Lotus Notes. AI's conversational interface helps, but culture eats technology for breakfast.

Assumption 4

Quality Stays at Parity

We assume AI-assisted deliverables are at least as good as human-only work. If quality drops, you lose clients despite being faster. One hallucinated number in a financial model erases the whole efficiency gain. The human review loop is non-negotiable.

Assumption 5

Pricing Holds

We assume billing rates stay flat even though work takes less time. If clients realize a deliverable took 4 hours instead of 40, they push back on fees. Firms will need to shift to value-based pricing. The ones who don't will see margin compression, not expansion.

Assumption 6

Clients Accept AI-Augmented Work

Some industries and clients will resist AI-augmented deliverables or require disclosure. Government, healthcare, and financial services all have data handling constraints. Your most regulated clients may be the last to benefit.

Assumption 7

Attrition Timing Works Out

The headcount model assumes natural attrition lets you right-size without layoffs. But attrition is lumpy - the wrong people leave at the wrong time. You might lose a star consultant while the role you want to eliminate stays filled. Workforce planning gets harder, not easier.

Assumption 8

Change Management Is Not Free

We model AI subscription costs ($20-30K/year) but not the real cost of organizational change: training time, productivity dips during transition, morale management, potential departures from people who feel threatened. The hidden costs are real.

Assumption 9

Progress Is Not Linear

The slider implies smooth improvement. Real adoption stalls, accelerates, hits walls, and restarts. Month 3 might be worse than month 1 as novelty wears off and edge cases surface. Plan for a J-curve, not a straight line.

Assumption 10

AI Capabilities Keep Accelerating

The model treats current tools as the steady state. Anthropic's CEO predicts AI will handle most knowledge work in 1-3 years and envisions "a country of geniuses in a data center" by 2027. If he's right, the "optimistic" scenario might actually be conservative on a 3-year horizon.