An hour per client now takes ten minutes.
Claude turns a prospect’s brokerage statements into the firm’s branded proposal deck.
AI, fitted to your firm.
For professional-services firms that want results from AI, not another tool to learn.
What our customers say
Reports go out monthly instead of quarterly.
Pre-meeting briefings in about a minute.
Clients include
What Atlantic Labs sets up at your firm
Each one runs from your firm’s own files and templates, inside the tools your team already opens. Your team reviews the result before it goes anywhere.
Company knowledge base
One current set of files Claude answers from.
Everyone works from the most up-to-date information.
Client and proposal decks
Branded decks from your template and each client’s data.
Meet clients more often.
Email replies
Drafted from your own files, reviewed before sending.
Faster replies, more bookings.
Client reports
From your ad, client database and finance data, with budget recommendations.
Reports go out monthly instead of quarterly.
Briefings and meeting notes
A briefing before each meeting, and the notes filed after it.
Walk in prepared, and the client record stays current.
Team Claude training
Hands-on sessions built around each person’s own work.
Your whole team using Claude every day.
Recent work
- Each will takes ten minutes instead of forty-five.
- Eight weeks installing and tailoring Claude, then teaching the owner to keep going on his own.
- Reports go out monthly instead of quarterly.
- It now comes from one request in Claude, in about a minute.
From a free hour to a working setup
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Discovery
A written list of the tasks worth setting up, and the ones to skip.
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Strategy
A proven solution, fitted to your firm’s templates and tools.
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Handover
A firm that can run and change the solution on its own.
Adam Walker
Adam Walker is a software product manager who has worked at high-growth, venture-backed startups. He founded and sold a software company, then led product on a lending portfolio of about $1 billion at Biz2Credit. He has since helped 20+ companies put Claude to work, and trains each team to run what he sets up, so the capability stays in-house. He is based in New York.
More about AdamWhat owners ask first
What does it cost?
The Claude 101 is free. Everything after it is priced up front, before any work starts.
Is client data safe?
The Claude 101 needs no client data at all. A task that gets set up runs in your firm’s own Claude account and the tools you already use, and a person on your team checks anything before it leaves the firm.
The firm already pays for ChatGPT, Copilot or Claude. Why bring in help?
The subscription is a strong start. On its own it doesn’t know your templates, your past work or how your team writes. Atlantic Labs connects it to your firm’s own files, fits it to your work and trains your team, and you pay for the setup once it fits.
Can it make things up?
It works from your firm’s own files, and a person checks anything before it reaches a client.
Will this replace anyone on the team?
No. It takes the repetitive part of the work off their desk, and they stay the ones who check it and send it.
What if the team doesn’t use it?
Then you don’t pay for the setup. There is no deposit: payment waits until your team has used it on real work and one round of changes is made, usually two to three weeks after delivery.
Will the firm depend on Atlantic Labs?
No. Your firm keeps everything that was set up, and your team is trained to change it. Any later work is priced up front.
Start with the task your team repeats every week
Bring it to a free one-hour Claude 101, on Claude, the AI assistant made by Anthropic, and see what can be set up to take it off their desk.
Book a free Claude 101
Prefer to talk first? Email [email protected].