There’s a lot of valuable expertise sitting within consulting firms, often captured in frameworks, methodologies and other IP. But what if you could use AI to turn some of that knowledge into interactive tools that clients and prospects can use for themselves?

In this episode of Professional Services Tech Talks, Adam Maze and George White take us through how we’ve used Claude Code to build our new online Value Builder assessment. The tool draws on Garwood’s existing IP to assess a professional services firm’s maturity across eight business domains and generate a personalised report with observations and recommendations.

George shares how he approached the build, from getting started with Claude Code to working out which systems needed to connect behind the scenes. They also discuss what it took to move beyond an initial working version to something ready for prospective clients to use.

They get into:

  • How to turn your firm’s existing expertise and IP into useful AI-powered tools
  • Where to start with Claude Code or ChatGPT Codex, and how AI can help you plan the build
  • Why a clear idea of what you’re creating and well-documented IP make a difference
  • What we learned from testing and improving the AI-generated reports
  • How we’ve built in checks to keep recommendations consistent with Garwood’s approved IP
  • The practicalities of hosting, integrations, data security, GDPR and insurance
  • Choosing different AI models for different tasks and keeping running costs manageable

There’s plenty of practical advice here for anyone considering building something similar, including some of the things George discovered through trial and error. It’s a useful reminder that while AI can now handle much of the technical work, building something you’re confident sharing with clients still takes thought and testing. And it helps to have a clear idea of what you’re trying to achieve.

Next time

Adam and George look at how we’re using AI to automate some of the manual work involved in keeping our CRM up to date.

Follow the series

We’ll be adding new episodes of Professional Services Tech Talks regularly, starting with AI and then moving into the wider technology questions that come with running and growing a professional services firm.

Follow the series to catch the next conversation.

And if there’s a technology problem you’re currently wrestling with in your firm, let Adam and George know. It might just make its way into a future episode.