What working with Coupland looks like.
Three case studies covering the three sectors we work with most often: accounting, legal, and financial advice. Each one is the same arc: messy AI conversation, structured audit, a stack that fits, a deployed workflow, and a regulator-defensible position by the end of the engagement.
23 vendor demos to one working workflow.
A 40-staff Tauranga-area accounting firm had been pitched by 23 AI vendors. Nothing had stuck. Inside 9 weeks we ran the audit, pruned to four, live-piloted three, and shipped one deployed workflow.
- Sector: Accounting
- Engagement: Readiness audit + tool stack + first workflow
- Time to deployed workflow: 9 weeks
Contract review, faster and defensible.
An 18-lawyer firm wanted AI to accelerate first-pass contract review without compromising privilege or Law Society obligations. We built the workflow, the guardrails, and the audit trail.
- Sector: Legal practice
- Engagement: Workflow + compliance review
- Time per first-pass review: 42 → 8 minutes
FAP-defensible AI in a 12-adviser practice.
A 12-adviser FAP-licensed practice wanted to use AI in research and SOA drafting without breaching the Code or FMA expectations. We mapped the rules, built the workflow, and trained the team.
- Sector: Financial advice
- Engagement: Compliance map + workflow + training
- SOA drafting time: 81% reduction
Want to see what a Coupland engagement would look like for your firm?
Start with the AI Readiness Self-Assessment, then book a 30-min discovery call.