AI for professional services — the busywork, handled.
Law, insurance, accounting, agencies — the work is document- and intake-heavy, and the follow-ups slip. We build agents that triage intake, draft your recurring documents, and chase every follow-up, so your people make the judgment calls and nothing else.
Most custom AI fails because nobody uses it. We build the kind your team actually adopts — starting with your Company Brain.
Sound familiar?
- Your best people spend hours on documents a template could 80%-fill.
- New-client intake is manual, so response time slips and leads cool off.
- Follow-ups depend on someone remembering — and sometimes nobody does.
- Know-how lives in a few people's heads; when they're out, the work stalls.
- You've bought software that promised automation and still do it by hand.
What we'd build for you
- 01
New inquiry
email or form
- 02
Triaged + summarized
the gist, fast
- 03
Routed with a draft
ready to send
- 01
Recurring document
from your templates
- 02
Drafted in your voice
filled from your data
- 03
You review + send
minutes, not hours
- 01
Open items
quotes · renewals · replies
- 02
Chased on schedule
nudges that don't forget
- 03
Nothing slips
more closed, less lost
Give your company a second brain.
Most of your know-how lives in a few people's heads and a pile of spreadsheets. A Company Brain puts your processes, suppliers, pricing logic, and win/loss history in one secure place your whole team can ask in plain English. When someone leaves, the knowledge stays — and it compounds with every job.
- ASK“What's our lead time with this supplier — and who's the contact?”
- ASK“How do we handle a refund request? Walk me through the steps.”
- ASK“Which jobs did we lose last quarter, and what was the reason?”
Your data stays yours.
The fastest way to lose a contractor's trust is to be careless with their numbers. We design for that from the first conversation — what's public, what's internal, what never leaves the building — and the architecture follows.
Sensitive data stays locked down
Public data — specs, plans — runs on secure cloud AI. Pricing, payroll, and contracts stay in a separate, locked-down lane — and your most guarded numbers can run on a machine in your office, so they never leave.
Your data never trains anyone's AI
We use enterprise AI with access controls, not the free consumer tier. Your data is scoped to your account and contractually excluded from model training.
Access enforced at the database
Role-based access (Row-Level Security) means a field crew literally can't query the pricing sheet. It's not a warning — the data isn't in their view.
You own it, and it's all logged
Every query is recorded, and the data lives in accounts you control. Extract it, switch vendors, or shut it off whenever you want.
Start low-commitment, then build.
The $1,000 audit credits toward your build — so the diagnosis pays for itself.
30 minutes. Leave with one concrete agent idea.
A designed plan — credited to your build.
Fixed scope, paid in milestones. First agent in 48h.
Then a management retainer (from $1,500/mo) keeps it running. See full pricing →
Questions, answered straight
There's no risk in finding out.
Booking a call doesn't commit you to anything. Here's the whole process — and everything you're not signing up for.
- 01
You book a 30-minute call
Free, and there's nothing to prepare. Pick a time that works.
- 02
We reply within one business day
A real slot on the calendar — no chasing, no waiting a week.
- 03
We map your workflow on the call
Together we find the one bottleneck quietly costing you the most.
- 04
You see the fix, designed
A mockup of the number-one automation, built on your own work — before you spend a dollar building it.
- 05
Your call, no pressure
An honest yes or no. If it's a yes, you get a fixed-scope plan with no surprises.
What you're not signing up for
- No obligation — walk away at any point.
- No generic pitch — you leave with a real, specific idea either way.
- The audit credits to your build — so the $1,000 diagnosis pays for itself.
- You own what we build — the code and the system are yours. No lock-in.
Most owners book just to see the mockup — then decide.
Get the busywork off your team's plate.
A free 30-minute call. We'll map where an agent fits your firm — no pitch, no obligation.