AI Implementation & Consulting Services
Practical, responsible guidance for businesses and law offices ready to put artificial intelligence to work — without the guesswork.
WHAT WE DO
From strategy to implementation
Artificial intelligence is reshaping how businesses operate and how legal services are delivered. At Cornerstone Tech & Estate Advisors, we help you move beyond the hype and identify where AI can create real, measurable value in your workflows — while managing the risks that come with it.
Our consulting engagements are grounded in real-world experience at the intersection of law, technology, and business operations. We are not a software vendor. We are advisors who help you evaluate your options, ask the right questions, and implement solutions that actually fit your organization.
FOR BUSINESSES
AI Strategy for Small and Mid-Size Businesses
Whether you are considering AI tools for the first time or looking to build on what you have already deployed, we help you cut through the noise. We work with business owners and leadership teams to assess readiness, identify high-value use cases, and develop a clear implementation roadmap.
Services include:
• Readiness assessment — Evaluate your current data, workflows, and infrastructure before committing to any platform or tool.
• Use case identification — Find where AI delivers the greatest ROI for your specific business, whether in operations, customer service, marketing, or beyond.
• Vendor evaluation — Unbiased guidance on platforms and tools so you choose solutions that serve you, not the other way around.
• Policy & governance — Develop internal AI use policies that protect your business and keep your team aligned.
FOR LAW FIRMS & LEGAL PROFESSIONALS
AI in the Legal Environment
The legal profession faces unique considerations when adopting AI — confidentiality, competence obligations, unauthorized practice concerns, and the integrity of client work product. We bring both legal and technical fluency to these questions, helping law offices implement AI tools with appropriate safeguards in place.
Services include:
• Ethics & compliance review — Assess AI tools against applicable rules of professional conduct and bar guidance before deployment.
• Practice workflow integration — Identify where AI supports — not replaces — attorney judgment in drafting, research, and client communication.
• Confidentiality safeguards — Build protocols for handling client data when using AI platforms, aligned with your duty of confidentiality.
• Staff training & rollout — Develop and lead training programs so your team uses AI tools correctly and consistently from day one.
OUR APPROACH
Straightforward, Practical, and Client-Centered
We do not sell software and we do not benefit from steering you toward any particular platform. Our goal is a clear-eyed assessment of what AI can do for your organization right now — and what you should wait on. Engagements are tailored to your scale, budget, and risk tolerance.
David M. Fogg, Managing Attorney and Chair of the Idaho State Bar Technology Section, leads our AI consulting work. His involvement with both the Idaho and Arizona State Bar Technology committees means you are working with someone who helps shape the profession’s thinking on these issues — not just responds to it.
CONSULTING FEES
Investment & Pricing
Our consulting services are scoped to fit your organization’s needs and budget. The following represents our standard fee schedule; custom engagements and retainer arrangements are available upon request. All fees are exclusive of applicable taxes. Expenses such as travel, lodging, and materials are billed at cost for on-site engagements.
| Service | Fee | Notes |
|---|---|---|
| Initial Consultation (Remote) | Complimentary | Up to 30 minutes; by appointment |
| AI Readiness Assessment | Starting at $750 | Delivered remotely; written summary report included |
| On-Site Consulting | Starting at $2,000/day + expenses | Travel, lodging, and materials billed at cost |
| Remote Advisory Session | Starting at $500/hour | Billed in 1-hour increments |
| Ethics & Compliance Review | Starting at $1,500 | Written opinion letter included |
| Staff Training (Remote) | Starting at $600/session | 2-hour session; up to 10 participants |
| Staff Training (On-Site) | Starting at $1,500/day + expenses | Includes materials and follow-up Q&A |
| Monthly Advisory Retainer | Starting at $1,000/month | Ongoing support; scope defined by agreement |
All fees are subject to a written engagement agreement. Rates may vary based on scope, travel requirements, and organizational size. Contact us to discuss a custom proposal.
GET STARTED
Schedule a Consultation
AI consulting engagements begin with an initial consultation to understand your goals and current environment. From there, we scope a project that fits your needs — whether that is a one-time assessment or an ongoing advisory relationship.
Contact our office to schedule a consultation:
• Email: Admin@cornerstonetea.com
• Phone: 208-502-5616
• Address: 3142 W. Belltower Dr., Meridian, ID 83646