Fit criteria

We don’t work with every firm. Here’s who we do.

Most leaders we accept are on round two of AI. ChatGPT, Copilot, and a handful of embedded features are already in use across the firm. Throughput has not moved. Nobody can name what client, fund, or privileged data is currently passing through which tool. This page is how a Managing Partner checks fit before applying.

Apply to Work With HIP See the fit signals

Who we work with

The common shape of a HIP client.

What most clients share

The shape is usually the same. Proprietary data is the asset. Headcount is climbing faster than revenue. Manual document, reporting, and client-comms work that used to be fine is now a brake on the firm.

Leadership already knows AI is part of the answer. What is missing is a clear read on where it actually pays off inside this specific firm, the discipline to stop wasting time on what does not, and an enforced governance line that keeps client, fund, and deal data out of unmanaged AI.

What you won’t get

Curiosity-driven pilots
Vendor-led decisions
Another slide deck

Fit signals

Know whether this is you.

Strong fit

You already have several AI tools running across the firm and cannot point to one that is meaningfully working.
Client, fund, or deal data is moving through AI nobody has formally approved, and the exposure is unmeasured.
You want a clear plan before committing more budget to AI, and a governance line you can defend to regulators, LPs, or clients.
Leadership is ready to act on the decision, not debate it for another quarter.

Not a fit

You are a tech startup or pre-revenue venture-backed company.
You have fewer than 50 employees.
You are looking for a ChatGPT wrapper or a cheaper Copilot license instead of enterprise AI governance.
You are a hospital, clinical provider, pharma firm, oil and gas operator, or aviation operator. Out of scope, not a fit.
You are looking for free ideas or a casual AI conversation.
There is no specific decision you need to make.

Typical situations

The moment leadership picks up the phone.

Situation

Shadow AI is already inside client and deal work

Partners, analysts, and back-office staff are pasting client, fund, or deal material into AI tools nobody has approved. The exposure surface is unmeasured, and the firm is one screenshot away from a hard conversation.

Situation

Workflows are manual, fragmented, and document-heavy

KYC, onboarding, IM drafting, due diligence, client reporting, and matter management still take too many steps and too many people. The cost is hours; the risk is what happens when those hours move into unmanaged AI.

Situation

Multiple AI attempts have not moved the numbers

Several tools and subscriptions are running. None are compounding. Leadership needs a way to decide what stays, what goes, and what to box in behind a real governance line.

Situation

A regulator, LP, auditor, or client asked the question

Someone with standing has asked how AI is being used, where client or fund data goes, and who governs it. The firm needs a defensible answer, not a vendor slide.

Industry fit

Where we go deepest.

Sectors where proprietary data is the asset and AI is already loose inside the workflow. Every governance line we install protects the franchise; every workflow we compound either creates billable capacity or takes manual cost out of the operation.

Wealth management

Discretionary mandates, portfolio analytics, client reporting, and HNW correspondence. Client PII and holdings already moving through unmanaged AI.

Multi-family offices

Consolidated reporting, family-balance-sheet work, governance documentation, and trustee communication. Cross-jurisdictional data with a single point of fiduciary failure.

Private equity & investment funds

Deal sourcing, IC memos, due diligence, LP communications, and portfolio operating data. AI used by deal team, IR, and portcos with no governance line connecting them.

Corporate services & business setup

Client incorporation, licensing, residency, accounting, secretarial, and immigration. Document-heavy client delivery where AI drafting has quietly become the default.

High-end corporate law

Transactional, regulatory, restructuring, and structuring practice. Privileged client matters now passing through generalist AI assistants no firm policy covers.

DIFC- and ADGM-regulated entities (cross-sector)

Firms operating under DFSA, FSRA, or comparable regulators where AI usage will be examined whether or not the firm is ready for the question.

Start

See if your firm is a fit.

Apply to work with HIP. Every engagement begins with a short fit review. If there is a strong mutual fit, we move quickly. If not, we will tell you directly.

Apply to Work With HIP See the Agentic AI Readiness Audit