Running on intake
Document collection that chases itself
Requests, reminders, and a checklist the client can see, with missing items visible to the team before review begins.
Who we help · Professional services
Protect billable time. Connect the work around client service.
We connect intake, documents, review, reporting, and billing so skilled staff spend more time on client work.
[ 01 ] · Find your workflow
Six workflows we automate in Professional services. Start with the one eating hours.
Each one has its own page: where the work breaks down today, what we build, and what it costs to start.
Six pages · one build each
01 · AI agents and tooling
Document processing
Documents drafted, classified, and filed by agents built for the one process they serve, running inside your systems.
See the workflow
02 · AI agents and tooling
Reports that write themselves
Recurring reports and review decks assembled by the system from live data, reviewed by a human before they go out.
See the workflow
03 · Process automation
Digital intake
The job is captured once at the point of work. A form, a scan, or a tablet, retail or wholesale.
See the workflow
04 · Systems integration
Accounting that reconciles itself
Field and job systems talking to accounting. Seats, devices, and agreements reconciled monthly, with creep flagged.
See the workflow
05 · Growth systems
Self-running onboarding
One trigger fires the accounts, documents, checklist, and evidence, chasing included.
See the workflow
06 · Growth systems
More output from the team you already pay
Admin stripped out of the week, so the same team ships more.
See the workflow
[ 02 ] · Where the time goes
The work is judgment. The leak is everything around it.
What we hearWhat's actually happeningWhere
The document chase
Client records arrive by email, in pieces, after three reminders. Someone checks a folder every morning to find out.
Intake
Data moved by hand
Tax, audit, and books each in their own system, with staff as the integration between them.
Re-keying
Review by printout
Partners mark up paper, staff type the changes back in, and version control is a prayer.
Review
Status by phone call
Clients call to ask where things stand, because there's nowhere they can look.
Client comms
[ 03 ] · What we build
The kind of thing we ship.
Client-controlled · Built for handoff
Running between systems
Your software, connected to your practice tools
The connections between tax, audit, books, and billing that turn re-keying into a nightly job.
Running for clients
Client status pages
Where things stand, what we're waiting on, and what's done, without a phone call.
A fractional AI Lead and engineers, working through one implementation at a time.
AI Lead includedClient-controlledBuilt for handoff
[ 04 ] · How it gets built
Built around the workflow. Designed for client control.
01Your operation
What we build
A custom assistant drafts the routine document from your own precedents and files it, and an agent chases whatever is outstanding.
02On a schedule
How it runs
The chase runs on a clock, the report assembles itself, and the intake writes into every system that needs it.
03Engineer-led delivery
Why it lasts
We choose AI, software, automation, and integrations around the business problem. Senior engineers remain responsible for architecture, testing, reliability, and what ships.
AI Lead included · First build live in 10 business days · You own everything we build
[ 05 ] · FAQ
Straight answers.
The questions Professional services operators ask on the first call.
Ask yours on a call →How do you protect client data?
Access, data handling, security, monitoring, and review controls are defined for the system and its risk. Whenever practical, production runs in client-controlled accounts.
Can you work around our busy season?
Yes. We plan access, decisions, testing, and rollout around the firm's calendar. The written delivery plan defines the timeline and each side's responsibilities.
What does it cost to start?
The 10-Day AI Build Sprint is $2,500 fixed for one agreed outcome. The ten-business-day clock starts after scope approval, required access and kickoff. Half is paid upfront and half when the Definition of Done is met, subject to the Ship Guarantee. Larger implementations are scoped separately.
Will this replace our practice management software?
Not automatically. We evaluate what to keep, connect, build around, or replace based on the workflow and the value each change can create.
Do you use AI in every system?
No. We start with the business problem, then use AI, software, automation, or integrations where each creates the most value.
One call · One real problem
Ready to get it built?
Bring one thing from your backlog. We'll tell you what it takes, whether a Sprint fits, and what to do next.
Book a call →Not ready for a call? Pick a workflow above or open the free planner.