Your people are already using AI, often on personal accounts and with no record of what was used or why.
Done properly, it takes away the work nobody enjoys: reading leases, rekeying data, chasing spreadsheets for the quarterly pack. That time goes back into the work your people are actually good at.
The firms getting value aren't running the biggest pilots. They picked a few real jobs, taught their people well, and made it safe from day one. Clients and investors may ask how you use AI, and if you're regulated by RICS there is now a mandatory standard too (our guides below cover it).
That is what AI enablement is: the right work handed to AI, people who know how to use it, and controls that keep it safe.
Assess, enable, embed
One programme in three steps. Take all three, or start where you need to. Most firms start with an assessment.
Assess
Find the work worth handing to AI, and what's already in use.
- Sessions with each team to find the repetitive, time-consuming work AI can take on
- Shadow AI discovery: an anonymous survey and a review of tools and licences
- Compliance with the RICS AI standard, where that applies to you and your business
- A short plan in priority order, starting with quick wins
Enable
Give people the skills, the tools and the confidence.
- Hands-on training built around your own work, not generic demos
- A champion in each team to share what works
- First real uses live, such as lease reading, reporting and data checks
- Policies and controls that fit your firm: responsible use, procurement, risk and client disclosure
Embed
Make it part of how the firm works.
- Claude and Copilot rolled out with the right licences and settings, so they get used
- AI connected to your own systems through MCP, with the right controls
- A regular review of what's working, what's next and what needs checking
- Ongoing support through our retainer, if you want it
Programme-based pricing, agreed before you commit. The policies, registers and training materials are yours to keep.
Five questions
A quick way to see where you stand:
Do you know what AI tools your people use today?
You can't register or manage what you can't see. Unapproved tools on personal accounts are the most common gap, and an anonymous survey usually gets the honest answer.
Could you show a client, investor or regulator how your firm uses AI today?
That means a short policy, a list of the AI tools in use, and the risks you've thought about. If you're RICS-regulated, the AI standard has required them since 9 March 2026.
Has anyone actually been trained?
A licence isn't a capability. Without training and a champion in each team, tools get paid for and barely used.
Is your AI connected to data you trust?
AI works with what it can see. On messy data it gives confident, wrong answers.
Is any AI doing real work yet?
Not a pilot or a demo: a workflow your business relies on, with a named person checking the output. If not, that's the gap worth closing first.
MCP, explained plainly
Most AI assistants can't see your systems. So people export data to Excel and paste it into a chat. That's slow, and it's how client data ends up in places you don't control.
What it is
MCP (Model Context Protocol) is an open standard for connecting AI assistants, such as Claude, to other systems: your property database, document store or finance system. Anthropic started it in November 2024. It is now run by the Agentic AI Foundation under the Linux Foundation, and supported by Microsoft, Google and OpenAI among others.
Why it's safer
The connection sets what the AI can see and do. It can be read-only, it can work within each person's existing permissions, and every request can be logged. You get an audit trail instead of copies of your data in personal accounts. A connected tool goes in your AI register like any other.
What you can do
List the three systems your team exports to Excel most often. Ask each vendor whether they offer an MCP server. If they do, that's an easy first connection. If they don't, it's one we can build.
Source: Anthropic: donating MCP to the Agentic AI Foundation
What firms are doing now
Governance that gets used
AI policies, registers, supplier checks and training written and delivered for UK real estate firms. Kept small enough that people follow them: a short policy, a spreadsheet register, and a risk review at a meeting that already happens.
AI connected to live systems
MCP connections in production between Claude and client property platforms. Teams ask questions of their own data in plain English instead of exporting to Excel or waiting for a report.
AI doing real work
Leases read and key terms extracted by AI, and a large image library made searchable in plain English. In each case a person checks the output, and it runs as part of normal work, not as a pilot.
We don't just advise on AI. We run our business on it.
Our meetings, finance, projects, timesheets and marketing are all connected to a single platform, so we've already solved the problems you'll hit.
Who we are
15
Clients supported£40bn+
Of real estate our clients own, develop, manage or finance100+ years
Combined experienceISO/IEC 27001:2022 certified. Client systems stay in the client's own cloud.
What you can do this month
You don't need us to start. Six steps any firm can take this month.
- Ask each team which task they'd most like never to do again. That's your shortlist.
- Find out what AI is already in use. An anonymous survey gets honest answers.
- Pick one task and try it properly for a month, with someone checking the output.
- Start a simple AI register: each tool, what it's for and who owns it.
- Write a one-page policy people will actually read.
- Book training for everyone, built around their real work.
Regulated by RICS? Our guides to the AI standard
- For firms: what the standard requires and how to comply Read the guide for firms
- For individual members: your own duties, whatever your firm does Read the guide for members
If you'd like an honest view of where you stand and what it would take, let's talk.
Let's talk
No pressure, no sales pitch. Just a conversation about your data and AI challenges. We can meet at your place, ours, or on Teams.