Chasing client documents
- Before
- About 3 hours a week writing reminder emails one by one.
- With Claude
- Claude drafts every reminder from the checklist in the firm's voice; staff review and send in about 30 minutes.
Claude for small teams
Fusiv sets up Claude for small businesses – shared projects, a clear use policy and training on your real work – then keeps it current as Claude changes.
Fixed price · A person approves every output · No long contracts
Claude project
Client intake – Northfield Bookkeeping
Draft ready for review
Hi Dana, to finish your 2025 return we still need your 1099-INT from First Lake Bank and last year's property tax statement. You can upload both to the portal…
Built on tools you already pay for
Claude plus your email, calendar and files. No new platform to learn.
A person approves every output
Drafts, not autopilot. Nothing reaches a client without your OK.
Enterprise experience, small-team price
Set up the way large companies roll out AI, sized for teams of 5–50.
How it works
We look at how your team works today and pick the 2–3 jobs where Claude will save the most time.
A team workspace, shared projects for each role, and connections to the email, calendar and files you already use.
A one-page AI use policy and short recorded walkthroughs built on your real work, so new hires can learn it too.
Questions answered and tweaks made as your team settles in. After that, an optional Support Plan keeps it current.
Example workflows
Illustrative examples built on a demo setup. Your numbers will depend on your team and your work.
Pricing
Fixed prices, scoped on a free call before anything starts.
From $2,500
Your team set up on Claude properly: shared workspace, projects for each role, a clear use policy and training on your real work.
From $500 / month
Keep it working as Claude and your team change. Send requests and they get done; you get a short monthly summary of what changed.
Need a custom automation or a part-time AI lead for a bigger rollout? Available on request – mention it by email or on the call.

About Fusiv
I'm Trent. I lead AI rollouts at enterprise scale, and Fusiv brings that same playbook to small teams: set it up properly, write down the rules, train people on their real work, and keep it current.
With a background in finance, software engineering and running my own businesses, I focus on what actually gets used and what it saves you – not on AI for its own sake.
Not what's possible with AI.
What's worth setting up for your team.
Based in Minnesota. Working with small teams anywhere in the US.
FAQ
Most teams already use AI one person at a time, on personal accounts, with no shared setup and no rules. The gap isn't access to AI; it's a shared workspace, projects built around your real jobs, a clear policy on what can and can't go in, and training so everyone uses it the same way. That's what the Setup gives you.
Claude is where we start because it's strong at writing, documents and following instructions, which is most small-team work. If your business runs on Microsoft 365 or Google Workspace, we connect Claude to it. If another tool fits a job better, we'll say so.
It changes often – new features and models ship most months. On the Support Plan you get a short monthly summary of what changed and what it means for your team, and we update your projects and walkthroughs when something improves or breaks.
Small service businesses and professional firms with roughly 5–50 people: accounting and bookkeeping, design studios, trades and home services, agencies and similar. If your team writes a lot of emails, documents and follow-ups, we can probably help.
About 2–3 hours from you during the Setup (a kickoff, a review, and a short training session), plus a few minutes from each person to watch their walkthroughs. We do the rest.
Part of the Setup is deciding what may and may not go into Claude, writing it into your use policy, and choosing the plan and settings that match. A person reviews every output before it reaches a client.
We don't make up numbers. Every Setup is scoped around specific jobs and the time they take today, so you can see what changed afterward. If something we set up doesn't work as promised, we fix it.
After a free call, you'll get a fixed-price proposal within a few business days. Most Setups start within 1–2 weeks and take about two weeks to finish.
Book a free 30-minute call. You'll leave knowing which 2–3 jobs Claude can take off your team's plate – whether we work together or not.