Catalog IV · The training practice
Mentor
Your team, trained on AI the way your firm actually works.
The bottleneck
Most firms bought AI subscriptions. Almost none trained for them. Generic tutorials teach generic tools, but your industry has compliance boundaries, your firm has its own systems, and every role uses AI differently.
So adoption stalls: a chatbot open on a second monitor, used at a fraction of its value, or used in ways your compliance officer has never signed off on.
What Mentor does
Mentor is a tailored training program that makes your team fluent in AI, role by role. Each person learns to use AI to the advantage of their specific position at your firm: within your industry, inside your compliance requirements, and on the tools you already license.
No new platforms to buy, no generic examples, no theory. Real workflows, made faster, safely.
Assess
We map your roles, your tools, and your compliance boundaries before anything is taught.
Tailor
A curriculum per role, built on your firm's actual stack and the work each person actually does.
Train
Hands-on live sessions using real workflows, not toy examples. People leave having done the thing, not watched it.
Embed
Playbooks stay behind, follow-up sessions keep pace as the tools change, and the habits stick.
Built around your firm
Mentor is not a webinar. Every engagement starts from your compliance reality, especially in regulated industries where the wrong AI habit is a liability. Training runs on the accounts and tools your firm already has, configured the way your firm actually uses them.
It ships alongside every system in our catalog, because a custom tool is only as good as the team running it, and it stands alone for firms that want to start with their people.
Field note · Software
A team that generates its own ideas.
Licenses for everyone, and nobody knew how to use them.
Any firm that bought the subscriptions and is still waiting for the payoff. Fluency is the missing piece, and it is teachable.
A firm had bought AI licenses for the whole team and adoption had stalled exactly where it usually stalls: everyone curious, nobody fluent, and no one sure what was safe to try.
Hands-on sessions came first, built on the firm's own tools and real workflows. Then a hackathon, where each person built something for their own job. Once a team understands what is possible, they start finding the opportunities themselves.
Own it outright, or let it compound.
Every build in the catalog can be owned outright, priced by scope with a fixed quote before any commitment. Inside a partnership it compounds: maintained without limit, extended through a standing roadmap, and backed by a team trained to use it well.