The work your team repeats every day, done by AI.
Hand off the busywork and spend more time on clients and growth.
Your best people shouldn’t spend their week on routine tasks.
Give that time back to the work only they can do: serving clients, building relationships and growing the firm.
SalesLead follow-up
- A same-day follow-up for every new lead, written from what they told you
- A one-page brief before each first meeting: who they are, what they asked and what to cover
- Next steps drafted after every sales call, ready for your team to send
Runs when a lead books a call. Whoever is handling the lead edits or approves the email and the brief before they go out.
Pick the work, build it once, then decide who runs it.
- 1 Pick the workflows Through the AI Assessment, or a short scoping call if you already know what you want. We map how the work is done today before we build anything.
- 2 Build We build and test each workflow, then train your team to run it. Setup is a one-time fee.
- 3 Run Managed MonthlyWe monitor and keep improving.orHandoverYour team runs it, and we scope changes as needed.
Every run has an owner, an approval and a record.
About workflows and automations.
No. If you already know which work you want to hand off, we start with a short scoping call. The assessment is the better start when you are not sure where AI fits.
Most workflows connect to the tools your team already uses, such as email, your calendar, your website and your CRM, if you use one. We confirm each connection during scoping, before we build anything.
Your team does. Every workflow has a review step, and someone approves each result before it goes out. If your process calls for compliance review, the workflow routes it there too.
We quote the setup fee and the monthly cost before we build, based on how many workflows you run and how often they run.
On a managed plan, we monitor every workflow and keep improving it, including when your process or tools change. If your team runs it, we scope changes as needed.
What should AI handle for your team first?
Whether you know exactly what to automate or want help deciding, we’ll find the place to start that gives your team the most time back.