AI automation for small professional service firms

Law firms, accountants, insurance agencies and consultancies run on intake, documents and follow-up. Most of it is manual, and most of it can be automated without losing the personal touch.

Where small firms lose hours

Client intake that arrives by email, phone and web form and gets copied by hand.
Chasing clients for documents and signatures.
Data scattered across Dropbox, Drive, spreadsheets and a CRM nobody trusts.
Reports and status updates assembled manually every month.

What we build

Intake and lead routing into one CRM, with CRM setup and data consolidation.
Document collection and reminders through back-office automation.
Custom AI agents for recurring research and drafting tasks, reviewed by a person. See AI strategy and agents.
An AI & Ops Readiness Audit if you want an outside read first. See consulting and advisory.

How we work

One operator scopes, builds and runs the work, with 12 years of Customer Success and Salesforce implementation experience behind it.
Scoped and quoted in writing before work starts.

Common questions

Is AI making decisions about my clients?

No. AI drafts automation logic and handles repetitive tasks. A human reviews and tests every build before it goes live.

Can we start small?

Yes. Many engagements start with a single automation or a fixed-price audit.

Tell us what is slow, manual or missing

Free, plain-English conversation. We reply within one business day with a read and a scoped, written quote.

Get a free read