Proposals and engagement letters
A first draft built from proposals you have already sent, with your scope wording and your structure. You check price, scope and every promise.
An AI consultant for professional services firms in Metro Vancouver
For law, accounting, HR, advisory, consulting and engineering offices, from small teams to firms of a few hundred people.
The short answer. Sidekick Orchestration helps professional services firms in Metro Vancouver use AI for proposals, client emails, research, meeting notes and reports. Chase Bernier starts with the partners and leaders, then trains their teams once leaders use AI every week. He works in the AI tool your firm already has and agrees the client confidentiality rules with your IT provider before anything is set up.
The jobs AI takes on at a professional services firm
These are the drafts people at a firm write every week. AI writes the first version. A person checks it and signs off.
Client emails
Replies and follow-ups drafted from your notes in your firm's tone, ready for you to edit and send.
Research and summaries
A long document, a regulation or a set of files turned into a short summary with the points you asked for, for you to check against the source.
Meeting notes and reports
Notes and action items after a client meeting, and first drafts of the reports you send every month or quarter.
Results vary by task and firm. Some jobs get much faster, some only get better, and some should stay with a person.
Client confidentiality and your IT provider
Your IT provider owns security, licences and settings. Before anything is set up, Sidekick agrees access, security and systems with them. Your IT people keep control of your systems.
Chase coaches and never logs in to your systems or asks for your passwords. We don't ask for your client files. If a job needs one, you choose it, case by case.
The order it happens in
A free 30-minute fit call
You describe the firm and the work. Chase tells you plainly whether Sidekick can help.The partners and leaders go first
Chase sets up Claude, ChatGPT or Microsoft Copilot to draft the jobs each leader repeats every week, then coaches them until they hand it work without help.Rules for client information
A staff AI-use policy that says what can go into the tool, what needs a named approver and what never goes in. Included in Solo for Execs and Fractional.Then the teams
Staff training starts once leaders use AI every week. Teams learn on the jobs they do, with the measures you chose reviewed every 30 days.
What it looked like at one firm
A fractional HR firm we coach set up proposal drafting in Microsoft Copilot. By their own estimate, the first draft of a large RFP went from several days to a few hours, with time still spent refining it. These are their estimates, and results vary by task and firm.
Three ways to work with Sidekick
Most firms start with one partner or leader on Solo, or bring Sidekick in part-time with Fractional to lead AI across the firm.
The first call is free and takes 30 minutes. Chase Bernier, who founded Sidekick Orchestration, works with you in the AI tool your company already pays for, such as Claude, ChatGPT or Microsoft Copilot.
Three ways to start
Solo
AI that drafts the jobs one leader repeats every week, built in Claude, ChatGPT or Copilot, with four 30-minute coaching calls over 30 days.$1,800 CAD, paid once.
Solo for Execs
Everything in Solo, plus a written position on what AI should and should not do in your company, for a leader who decides how staff use AI.$2,900 CAD, paid once.
Fractional
Part-time AI leadership for your company: leaders first, then their teams, with coaching and the setups people use. 90-day minimum.From $6,000 CAD a month.
Questions buyers ask first.
When to choose someone else
- You want custom software or an AI tool built into your practice management system. Hire a software developer.
- You need licences bought, devices secured or Microsoft 365 configured. That is your IT provider's job, and Sidekick works alongside them.
- You want legal advice on privacy law or professional rules for your field. Ask a lawyer or your professional body.
- You want staff trained before any leader uses AI. Sidekick starts with leaders, so another trainer will fit better.
How much does an AI consultant cost for a professional services firm?
Solo, for one leader, is $1,800 CAD, paid once. Solo for Execs is $2,900 CAD, paid once. Fractional, for the whole firm, is from $6,000 CAD a month with a 90-day minimum. The first call is free.
Is our client data safe if we use AI?
It depends on the account and the rules. Staff should use AI only through an approved business account, and client information needs a named approver's sign-off first. Sidekick agrees the setup with your IT provider before anything is set up.
Do we need to buy a new AI tool?
Usually not. Sidekick works in the tool your firm already has, such as Claude, ChatGPT or Microsoft Copilot, and is not tied to one product.
Will you need access to our systems or client files?
No. Chase coaches and never logs in to your systems or asks for passwords. If a job needs a client file, you choose it, case by case.
Why start with the partners instead of training everyone?
Staff follow what leaders actually do. Once leaders use AI every week, they can show their teams the jobs it handles and the rules that apply.
Do you work with firms outside Vancouver?
Yes. Chase lives in Tsawwassen, in Delta, and works across Metro Vancouver in person or by video call.
// Next step
Start with a 30-minute fit call.
Chase will tell you plainly whether Sidekick can help your firm.
Have a question first? Ask it here, text Chase at 778-999-0985, email, or connect on LinkedIn.