Stop the automation and AI guesswork.
A paid, three-week diagnostic that maps how your firm runs, identifies gaps, and hands you a blueprint of exactly what to automate, where AI is critical, which integrations matter, and in what order.Book Discovery CallBefore any automation or AI, a firm needs to know where it loses time and money, and what to fix first. The Roadmap finds both in three weeks. One document built from your firm's numbers, yours to keep whether you build with us or not. What's asked of you: a kickoff call, two questionnaires, one working session, and a delivery call.
WHAT'S IN THE ROADMAP
Business Snapshot
Your numbers for the last 12 months, set beside published 2026 engineering benchmarks for firms your size, including which numbers were easy to find and which could not be produced.
Gap Analysis
Each of the five functions (Win Work, Deliver Results, Get Paid, Operate the Firm, Know Where the Business Stands) is scored 1 to 10 on how it runs today. Every score is tied to your own answers.
Where You're Losing Money
Twelve known leaks checked, each priced in dollars per year from the numbers you give us, ranked by size, with the math shown. A leak we cannot price is still listed, with its evidence.
Recommended Entry Path
Automation built in the wrong order fails. You get one order of work, set by the dollars each item recovers and what it needs first, and a clear verdict: build now, wait, or do not build.
AI Governance Specification
Which data may go into which AI tool, who reviews what before it leaves the firm, and who owns every account and login. You receive a written AI use policy on your letterhead, ready to sign.
Action Plan
One numbered order of work, grouped by workflow and cut into waves. Every tool you pay for gets one verdict: keep, replace, add, or retire. YBB earns nothing from any tool named. Yours to act on, with us or without.
What our clients are saying
