The Vanguard Series

AEGIS Live!

Tactical briefings rooted in our strategic pillars, removing institutional drag through real-time senior-led execution.

NEXT LIVE SESSION

The Gemini Protocol: Scaling Senior Counsel

FEBRUARY 1, 2026 // 3:00 PM CST
HOSTED ON MS TEAMS

Pillar: Practice Management

Our inaugural briefing on integrating AI as a strategic thought partner to deliver 10x value and remove manual friction.

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Upcoming Briefings.

FEBRUARY 16 // ESTATE & WEALTH

The Fiduciary Health-Check

Live walkthrough of our automated business audit and governance services.

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MARCH 3 // LITIGATION

Flat-Fee Litigation Realities

How we utilize historical data to eliminate billable hour anxiety in disputes.

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MARCH 18 // M&A

M&A Velocity Framework

Removing friction from middle-market acquisitions through tech-led execution.

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The Intelligence Repository.

A clinical archive of past tactical briefings and curated technical research designed to eliminate institutional drag.

Session Archives

The Gemini Protocol // Scott Levine

Scheduled for Release: Feb 2, 2026

Fiduciary Health-Check // John Gunn

Coming Soon: Feb 17, 2026

Technical Briefs

RESEARCH // CURATED BY DEX

The End of Institutional Drag

Summary of Richard Susskind’s analysis on AI-enabled legal execution.

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DEX: Index New Research Weekly