Proposals, research, CRM updates, client reports — we build agents that handle the work between the real work, so your team can do what they actually charge for.
In most service firms, the highest-paid people spend a third of their time on work a well-designed agent could handle. Here is where we see it most.
Piecing together a proposal means hunting through past work, writing from scratch, and iterating until midnight — for every single pitch.
After a client call, notes live in someone's head or their inbox. By the time it gets to the CRM, half the detail is gone.
Clients want updates. Your team sends the same three-sentence email twelve times a week — pulled from systems only they know how to read.
Competitive landscapes, client background, market context — hours of reading before the billable thinking even starts.
Turning time entries into a coherent invoice narrative takes longer than it should, and no one wants to do it at month-end.
Every new client or project starts the same slow way — the intake questionnaire, the kick-off doc, the background research. None of it is templated or smart.
These are the patterns we keep finding in firms your size. We pick one or two to start — never all at once.
Pulls from your past wins, your client's public information, and your service descriptions to draft a tailored proposal outline. Your team edits, not writes.
After a client call, the agent reads your notes or transcript and writes structured CRM updates — next steps, sentiment, key asks — pushed automatically.
Before any client meeting, an agent assembles a one-page brief: company news, contacts, open items, your last conversation. Shows up in your inbox the morning of.
Clients ask where things stand. The agent reads the project, drafts a plain-English update, and queues it for your approval. One click to send.
Takes your time entries and generates a professional billing narrative — what was done, why, and the value delivered. No more staring at line items at month-end.
Sends the questionnaire, collects responses, drafts the onboarding doc, and preps the kickoff summary — before you've had your first call.
We deploy AI the way your security team needs it — designed in from day one, not bolted on.
Built on Azure OpenAI, AWS Bedrock, or Google Cloud. Best for teams that want to move quickly and lean on the latest models without managing infrastructure.
Dedicated cloud infrastructure, single-tenant. Full audit logging, no cross-tenant exposure. The middle path most of our clients land on.
AI models running inside your own network on your own servers. Zero data transmission to third-party providers. The right call when data cannot leave the building.
Every consultant and engineer is based locally. No overseas handoffs, no time-zone scrambles.
We align every technical decision with the business goal underneath it. Then we build the right thing.
We tell you what we built, what it cost, what it saved, and what is genuinely uncertain. If something is not working, you hear it from us first.
Free assessment, custom roadmap, measurable results. We start small, prove it works, then expand.
We sit with your team for a week. Map every repeating task, rank by hours saved × probability of success. Includes a security and data-residency review. At no cost.
A custom plan around your top 3–5 use cases — clear timelines, costs, expected outcomes. You decide what to green-light.
We implement, train your team, and measure. By day 90 you have a working agent in production and a number on the wall showing what it saved.
Start with a free conversation about where AI can have the biggest impact for your firm.
Free consultation · No obligation · Results in 90 days