01 What we do

Three steps to using AI well.

One ladder, three rungs: a short diagnostic, the live foundations workshop, then build and automate. Go as far as your team is ready for, no further.

  1. 01

    Assessment

    Entry point

    We start by measuring where your team really stands. A short diagnostic that maps your firm's readiness and points to the fastest wins.

  2. 02

    Tier 1 Foundations

    Ready now

    A live workshop where everyone works on their own real tasks. We build the prompts and workflows together, in the room, so people leave having done the work, not just watched a demo.

  3. 03

    Tier 2 Build & Automate

    Next step

    For teams ready to go further: build assistants, automate the routine work, and shape AI around each department's real workflows.

Or, done for you

Prefer not to train? Have us build it.

The ladder above trains your team. If you would rather we simply deliver the result, we scope one process and build the automation ourselves, then hand it over.

Document work

Extraction & entry

Figures from invoices, receipts and statements pulled straight into your system, without the manual typing.

Client work

Onboarding & intake

The paperwork for a new client collected, checked and filed, so your team starts on the real work.

Recurring output

Reports & letters

Standard reports, reminders and client letters drafted from your data, in your format, ready to review.

We handle hosting and upkeep, and we are clear up front about where your data lives. Swiss and EU data handling, confidentiality respected.

Tell us what to automate
3 Step path, assessment to automation
100% Hands-on, on your team's real work
0 New software to buy to get started
On-site Delivered in person, at your offices

02 Approach

Hands-on, in small groups, on your real work.

01

Coached, not lectured

Small groups so every person gets guided through the work, not talked at.

02

Your real tasks

People practise on the work in front of them, so the skills stick after we leave.

03

You keep the tools

The prompts and workflows we build together are yours to use the next morning.

04

Low risk

Start with a diagnostic. No software to buy, no long commitment.

See where your team stands.

A 15-minute call is the fastest way to find out whether Praxia is a fit, and where the quickest wins are.

Book a free 15-minute call