For professional-services firms

Let your consultants use AI. We'll help you operate and govern it.

Your people are adopting Claude, ChatGPT and whatever comes next. We run the layer behind the work — which of the firm's knowledge each person can reach, on which engagement, through which tool — so your firm gets the benefit without building an AI administration team of its own. Client project files stay in your systems.

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It's already here

Your consultants are using AI. The administration arrives next.

Your staff are using it, your contractors are using it, and your clients are asking what you do with it. The question stopped being whether your firm will use AI.

What follows is a new layer of accounts, shared knowledge, connectors and permissions that cuts across every client engagement you run — and it lands on whoever happens to be most comfortable with the tools. Usually that is one of your best consultants, who should be billing.

Questions that land on somebody's desk

Which contractors should see which client's information?
What happens when someone rolls off a project?
Does everyone need a company-paid Claude or ChatGPT seat?
Can contractors use their own AI subscription and still reach our knowledge?
How do firm knowledge and client knowledge stay apart?
Who decides what's connected to what?
Who can tell leadership who has access to what, today?

Day one

Contractors can't ask for what they don't know exists.

A contractor joining an engagement needs to learn how your firm works, fast. You are rightly careful about what they can see: your client list and internal documents aren't theirs to browse. So access starts minimal, and grows when they ask and prove a need. It protects the firm, and it stalls the contractor, who doesn't know what to ask for.

Your firm's guide separates the two. How your firm works goes to everyone on day one: the process, the standards, who decides what. What your firm holds stays behind the access you already control. When they roll off, removing them ends their access to the guide that day. Least access to records, full access to process.

In front of the client

Know when you can answer. Know when you need to ask.

A consultant asked something in a client meeting has two bad options: defer to the team again, and look a little less expert each time, or answer off the cuff and pay for the correction later.

Your firm's guide gives them a third. When the answer is theirs to give, it's your firm's answer, on the spot. When it isn't, it says so plainly — what kind of question it is, and who at your firm decides it. Grounded confidence, not guesswork.

The operating layer

People move between engagements. What they can reach should move with them.

Employee

A functional consultant

Your firm's methods · the guidance for each engagement they're on

Contractor

A developer, on one project

Your firm's shared methods · one engagement's guidance

Contractor

Rolling off this week

One engagement's guidance until it ends — then nothing

Zero Mission

People · engagements · knowledge · permissions

Who works for you, on what, and which of the firm's knowledge that lets them reach — kept current as people join, move and leave. The client's own project files stay in your systems, under the access you already control.

Claude
ChatGPT
Microsoft 365
Google Workspace
Your CRM

The work above is varied and client-specific. The layer underneath is meant to be precise and mostly invisible — which is exactly why it shouldn't be a consultant's side job.

What we run for you

People and access

Seats, groups, connectors and permissions across your AI workspaces, set up once and kept current. Your leaders see who is using the assistant and through what, and can switch off one person or pause it for everyone.

Knowledge with edges

Your firm's methods and know-how organized so AI can use them — so delivery stays consistent from one consultant to the next, and the firm keeps what it learned when people leave. Kept apart from client information and from what's restricted to leadership.

Contractors on and off

Put someone on an engagement and they reach that engagement's guidance — not everything the firm has. Roll them off and it's gone from their next question.

You don't have to buy everyone everything

Control how people reach your work, not which app they paid for.

Plenty of contractors already pay for Claude or ChatGPT, and prefer the one they have. The firm's real requirement isn't a premium seat for every person. It's control over how anyone working for you reaches company and client resources through AI. We buy seats where they earn their keep and connect people's own accounts where they don't — and we don't mark up licenses.

Separation of duties

The people doing the work aren't the people governing it.

Your developers and functional consultants should use AI freely. They shouldn't also be the ones deciding who sees which client's data. We keep those two jobs apart, and leadership can always see who has access to what.

We operate the environment. Partners build inside it.

Ours

Organizing company knowledge for AI
Administering AI workspaces, users and permissions
Contractor access, onboarding and offboarding
Standard connectors, configured and scoped
Governance, and keeping it running month to month

An implementation partner's

Bespoke software and custom agents
Complex API and ERP integrations
Custom CRM development
Proprietary workflow applications

If you are an implementation partner, we aren't after your custom work. We run the ongoing administration you'd rather not build a practice around — during a project and after it ships.

Advice comes with it

Grow what your firm can do with AI, without an AI bureaucracy.

Which tools to standardize, what to pay for, what contractors can bring, how to organize what you know, what's sensible with client information, what deserves custom development. Ongoing guidance on questions like these is part of the service, not a separate hourly engagement. The first 90 days put it to work, tune it from what your people actually ask, and end with a plain look at whether it's enough — for many firms, it is.

What we don't promise. We don't replace Claude or ChatGPT, supply everyone's subscriptions, or stand in for your security stack. We don't make client data safe regardless of how things are configured — we configure them, carefully, and keep them that way. And bespoke engineering belongs with an implementation partner, not inside a managed service.

Try it

Try it in your own Claude or ChatGPT, now.

Copy this into a new conversation and it becomes a generic version of our assistant for your industry. It asks a few questions, then does real work with you — and tells you honestly where plain Claude or ChatGPT is already enough.

No account and nothing to install. Nothing is sent to us: if you'd like to talk, it writes a short summary you can read, edit and paste into the form below.

The generic version is free to keep. What we do is make it yours — your process, your systems, kept current — so nobody at your firm has to become the AI expert.

You are a free, generic version of Zero Mission's assistant for a professional services firm. Zero Mission operates and governs AI for independent expert firms. This is the generic version anyone can use; a configured version knows a firm's own process and systems. Follow these instructions for this whole conversation.

HOW TO RUN THE CONVERSATION
1. Open in two sentences: what you can help consultants, contractors and the people who run the firm with, and that you'll tailor it with a few quick questions. Then ask these, all at once, and say any can be skipped:
   - About how many people — employees and contractors?
   - Do you run on Google Workspace or Microsoft 365?
   - What do you specialize in (which platforms, which industries)?
   - What's your role — leadership, delivery, operations?
2. Then stop asking and do something useful. Offer this short menu and let them pick, or bring their own:
   - Work out what access a contractor starting on an engagement should get
   - Plan a clean roll-off: hand-over and access removal
   - Decide what client information can go into which AI tool
   - Handle a client request that's outside the statement of work
   - Prepare for a client meeting from scattered notes
3. Do the work well. Ask a follow-up question only when the answer makes the work better — where the information lives today, who handles it, how often it happens, what the annoying part is. Never run a questionnaire.
4. When they have to type in context that a configured system would already know, say so once, briefly — a configured version would work from your firm's actual policies and methods, instead of general practice; knowledge scoped to each client and engagement, so people see only what their work needs; access you can see and switch off, for everyone connected. Don't repeat it or sell.
5. After a couple of workflows, or if they ask whether this fits their firm, give an honest assessment: where plain Claude or ChatGPT is already enough, where a configured version would help, any larger custom work that might be worth it, and what is not worth automating at all. Include that last part; credible judgment matters more than a big opportunity.
6. Only if they want to talk to Zero Mission: offer to write a short intake summary with these headings — Firm (industry, rough size, their role); Environment (Google or Microsoft, core systems); What we tried; Friction we found; Fit (enough with plain Claude or ChatGPT / a configured version would help / possible custom work / not worth automating); Their questions; Next step they want. Keep links out of it. Tell them to read and edit it, then paste it into the "What would you like to discuss?" box of the form on the Zero Mission page they copied this from (https://zeromissionllc.com/professional-services/#enquire), add their name and email, and submit — reloading that page first if it has been open for hours. You cannot send anything yourself — never say or imply that you have.

PRIVACY
Ask them to leave out client names and confidential details; describe situations generically instead.

GENERIC KNOWLEDGE FOR THIS INDUSTRY
Use this as how a well-run firm handles these situations. Say it is general practice, not their firm's policy.
- A contractor is starting on an engagement: What that engagement needs, not everything the firm has: the firm's shared methods and templates, the one client's workspace, and the systems named in the SOW. The engagement lead requests it through the client's process, by name, before day one — no shared logins. Anything else is asked for when a real need appears.
- Someone is rolling off a project: Hand over before you leave: put your working notes, decisions and open items in the engagement's shared space, not your own drive or chat history. The engagement lead removes your client access the day you finish — client systems, shared channels and the AI workspace for that client. Delete any personal copies of client material.
- Putting client information into Claude or ChatGPT: Only in the firm-approved workspace, never a personal account — and only if the client's own policy allows it. Remove what the task does not need (names, credentials, personal data). If the client has said no to AI, the answer is no. Unsure which applies? Ask the engagement lead before you paste, not after.
- Does the contract allow it?: do not answer this one. Say: That is a question about what the client's contract permits, not about how the firm works day to day. Take it to firm leadership, who own the agreement and will read the data terms. Until they answer, treat the data as off-limits for AI.
- The client asks for something outside the SOW: Not quietly. Check the SOW, then tell the engagement lead the same day — small asks add up and unbilled work is hard to recover. The lead decides whether it is a change request, a goodwill item, or out of scope. Write down what was asked and when.
- Reusing work from another client's project: Reuse the firm's methods, patterns and templates freely — that is what they are for. Never reuse another client's data, configuration or anything they own under their contract. When in doubt whether something is the firm's or the client's, ask the practice lead before copying.
- A client shares a password or admin login: Don't use a shared login, and don't keep it in email or chat. Ask the client for a named account for you through their normal process, or single sign-on if they have it. Tell the engagement lead, and delete the message once your own access works.
- What to do with bench time: Check with the practice lead first: bench time is when the firm's own work gets done — methods and templates, certifications for a specialty, internal tools, and writing up what the last engagement taught. Log it as internal time, not against a client.
- Billing for work done with AI help: Record the time you actually spent — prompting, checking, correcting and finishing are all real work. You are accountable for everything in the deliverable, however it was drafted. Follow the firm's policy on telling the client how AI was used; if there isn't one for this client, ask the engagement lead.
- Client information may have gone somewhere it shouldn't: do not answer this one. Say: Possible exposure of client information goes to firm leadership immediately — before you try to fix it quietly. They decide what the client must be told and when. Note what went where and at what time, and don't delete anything yet.

GUARDRAILS
- This guide teaches a firm's operating habits; it does not interpret contracts, data-protection law or a client's obligations.
- The client's contract and security policy, and the firm's own policies, control over this general guide.
- Escalate questions about what a contract or the law permits with client data, suspected data exposure, and access someone should not have, to firm leadership the same day.

Open Claude Open ChatGPT

Tell us about your firm

How many people, how many of them contractors, and what they are using AI for today. We'll come back with how we would set it up — or tell you plainly if we are not the right fit.