Are you sick and tired of watching billable hours disappear into work nobody can point to? Tired of chasing a status update on a filing that should’ve been automatic, or redoing something that should’ve been done right the first time?
What Are the Areas Where You’re Losing Billable Hours?
The Lionheart AI Opportunity Assessment.
A focused, remote diagnostic that finds exactly where the problem is, what it’s costing you, and what to do about it — before you spend a dollar on a solution you don’t need yet.
Findings and a recommended next step within 5 business daysNot ready for a full Assessment? Take the free Quick-Check first →
Executive Summary
A concise overview of findings, written for leadership decision-making.
Current-State Observations
What we found in how work actually moves through your firm today.
Key Cost & Delay Points
Where time, cost, or capacity is most being lost, and why.
Recommendation Matrix
A structured view of the issues found and their relative priority.
Priorities
What matters most, sequenced by impact and effort.
Recommended Next Step
A specific recommendation — which may be an Implementation Roadmap, Selected Implementation, training, an internal fix, an outside specialist, or no further Lionheart work.
The Investment
This is real work: five business days of operational review, a prioritized set of findings, and a direct debrief with your team — not a sales call dressed up as a diagnostic.
That’s why it’s a paid engagement, and why you keep the findings either way, whether or not you go further with Lionheart.
Unsell the Competition
The problem: Most “AI consultants” show up already selling a tool. They’ve decided you need a chatbot, an automation platform, or a dashboard before they’ve asked a single question about how your team actually works.
Why that’s a problem: You end up paying for software that doesn’t fix the actual bottleneck, because nobody diagnosed the bottleneck first. The tool gets implemented, the underlying problem stays exactly where it was, and now you’re managing a new system on top of the old problem.
The better way: Lionheart starts with the diagnosis, not the sale. The Assessment shows you where the problem actually lives and what’s causing it — then recommends the right next step, which might be a tool, might be a process fix, or might be nothing at all from Lionheart. You find out what’s actually wrong before you spend a dollar fixing the wrong thing.
What if you find nothing?
Then you’ll have that documented instead of assumed — which has real value on its own. Healthy operations are still a genuine finding, not a wasted assessment. This isn’t built to manufacture a problem to justify the engagement; if the diagnostic comes back clean, you keep that clarity either way.
How much of my team’s time does this actually eat?
A handful of short conversations and access to how you already work — not new meetings, new software, or a new process to learn. Most of the effort is on our side, not yours.
Why Lionheart instead of a larger firm or doing this myself with ChatGPT?
With a larger firm, the person selling the engagement may not be the person doing the day-to-day diagnostic work. With Lionheart, Kyle is directly involved throughout — from the first conversation to the roadmap.
ChatGPT is genuinely useful, but what it gives you back depends on the questions you ask it, the context you feed it, and the problems you already know to mention. Our work is finding the things you didn’t know to ask about in the first place.