Solutions

What Atlantic Labs sets up at your firm

Each one runs on the systems your firm already pays for.

Client and proposal decksYour own deck filled from your systems, every figure checked.
Client reportingThe report your clients expect, built from your platforms into your template.
Portfolio analysis from statementsStatements read, holdings sorted, allocations computed into your proposal.
Client intake formsA short form that fills your document, not a spreadsheet somebody retypes.
Will draftingYour own will template, filled from a form the client can finish.
Legal template setupExisting templates brought in and verified against a real matter.
Customer email repliesDrafted from your own files. A person checks and sends.
Meeting notes filed to the recordA briefing before, the notes filed to the client record after.
Company knowledge baseAnswers from your own current files, with no migration.
Weekly plannerInbox and calendar read, the week laid out before Monday.
Prospect researchThe company researched and written up before the first call.
Client bookingTime found, invitation sent with the link, payment attached.
Keyword performance analysisEvery keyword scored on what it returned, with changes written out.
Automated biddingThe long tail managed inside guardrails you set.
Ad budget recommendationsWhat each channel returned, and where the money should move.
Team Claude trainingHands on sessions built around each person's own work.

Most firms start with the free Claude 101

A free one-hour training for your team on Claude, the AI assistant made by Anthropic, on the work they already do.