Services

Four ways we help. Each one ends in a number.

We don't hand you a slide deck. We embed with your team, build alongside your people, and stay involved through launch. Most clients start with an audit, then automate one workflow at a time. You can stop after any stage.

Book a free discovery call

Start here

Opportunity audit

Find out where automation is most likely to pay off.

We spend time with the people doing the work, map how it really flows, and measure where the hours go. You get a short, ranked plan your leadership team can act on.

Interviews with the people who do the work
Time and cost baseline for each workflow
Clear yes, no, or not yet for each idea

Best for: Owners and COOs who know they should be doing something with AI but don't want to guess where to start.
You get: A workflow map, a measured baseline, and the top two or three projects ranked by expected payback, each with a fixed price.
Timeline: About 2 weeks
Investment: Fixed fee, agreed in writing before the audit starts.

Build

Custom automation

Hours of manual work handled automatically, inside the tools you already use.

We build the automation that reads your documents, enters the data, routes the requests, and flags only the exceptions for a person to review. It connects to your accounting system, CRM, practice management software, or ERP.

Document reading and data entry
Request triage, routing, and draft replies
Automated reporting and alerts
Integrations between systems that don't talk to each other

Best for: Teams with one high-volume workflow: invoices, intake, claims, orders, tickets, or reporting.
You get: A working automation in production, a trained team, written documentation, and a before-and-after report.
Timeline: 4 to 8 weeks per workflow
Investment: Fixed price per workflow, agreed in writing before any build starts.

Answer

Question-answering assistants

Help with routine questions around the clock, with the hard ones handed to your team.

An assistant on your website, in your inbox or inside your team's chat that answers questions using only your own policies, documents and records. When it isn't sure, or the question needs judgment, it hands over to a person with the full conversation attached.

Customer and client questions on your website, day and night
New client and lead intake, with details captured for your team
An internal helper that answers staff questions from your policies and procedures
Every answer based on your content, with handover to a person when needed

Best for: Businesses that answer the same customer, client or staff questions every day.
You get: A working assistant trained on your approved content, a clear handover process to your team, and a monthly report on questions answered and time saved.
Timeline: 3 to 6 weeks
Investment: Fixed price to launch, then an optional monthly support plan.

Keep it running

Implementation and support

Ongoing care as your business and processes change.

Processes change, vendors change their invoice layouts, and teams grow. We monitor accuracy, fix issues as they come up, and make improvements over time.

Accuracy monitoring and alerts
Monthly savings report
Staff training for new team members

Best for: Companies that want a dependable partner without hiring an in-house AI team.
You get: Monitoring, a monthly accuracy and savings report, priority fixes, and a set number of improvement hours.
Timeline: Monthly
Investment: Flat monthly fee, sized to the number of automations you run.

For your IT team

The technical details, if you want them.

You don't need any of this to work with us. It's here for the colleague who will ask.

What technology do you use?

We use large language models (from providers such as Anthropic, OpenAI, or open-source models where privacy requires it), document extraction, retrieval over your own documents (RAG), and standard workflow tools. We choose the simplest option that meets the accuracy target. Under the hood: retrieval over your own documents so every answer can be traced to its source, agent workflows with clear approval points, evaluation suites that test task success and cost per run, audit logs, and classic forecasting and machine learning where it fits better than a language model.

How do you handle security and sensitive data?

Automations run inside your own cloud or software accounts wherever possible. We choose providers whose terms fit your data policies, apply least-privilege access, and log every automated action so it can be audited. We work within your compliance requirements, such as HIPAA or client confidentiality rules.

What happens when the automation isn't sure?

It asks a person. Every build includes confidence thresholds and a review queue, so low-confidence items go to your team instead of straight into your systems.

Not sure which service fits? Start with a call.

We'll tell you which stage makes sense for you, including when the answer is that you don't need us yet.

Book a free discovery call

30 minutes. No slides, no obligation.