Reduce repetitive administration with software and AI for consultancies, agencies, brokers and advisory firms. Connect inquiry handling, proposal drafting, CRM updates and invoice follow-ups, with professional review before messages or documents leave the firm.
Each of these has a fix we build. Pick the one that costs you the most, and we start there.
Prospects, vendors and spam land in one inbox. An agent reads each one, matches it to a company and logs it in the CRM with a summary and a suggested owner.
Fixed withAI agent development
Your best answers live in one person's folder. An assistant drafts responses to a new request from your past bids and flags where the new one differs.
Fixed withAI agent development
Follow-ups slip and meeting notes never reach the CRM. Agents draft the next email in the account owner's voice and turn each call into tasks, for the owner to approve.
Fixed withWorkflow automation
Receivables are where services firms quietly lose cash. A collections agent sends polite, escalating reminders and hands anything contentious to a person.
Fixed withRPA services
Each service has its own page with how it works, what it costs to start and the questions owners ask.
We have no professional services project to show here yet. These come from other industries and solve problems close to yours.
Software products and SaaS
Secure collaboration software
Users of the client's app were leaving the app to talk on separate video tools. We built encrypted video calls, screen sharing and meetings inside it, under the same security controls as their data.
Operations and logistics
Operations teams
Managers check one screen to see where every task stands, so they stop chasing updates and status meetings make way for real work.
Plain-language posts from our engineers on the problems above. Written for the owner, not the developer.
AI Agents and ChatbotsAI Contract Review: What It Can and Cannot Do for Your BusinessWhere AI contract review saves real time, where it falls short, and how to split the work between software and your people.Read the post
Workflow Automation and RPAMonth-End Close Automation: Closing the Books in Days, Not WeeksWhich close tasks software can take over, which stay with your controllers, and a sensible order to automate them in.Read the postShort answers to what owners in this industry ask before they start.
Most ask two questions: is our data protected, and does a professional review the output. With a data processing agreement, business-grade AI services and logged approvals, the honest answer to both is yes.
Rarely. The assistants read from and write to the systems you have through their APIs. Replacing the system of record is a separate, usually later, decision.
The one that happens many times a week, already has its data in a system and can be measured with one number. Long sales cycles favor inquiry sorting; cash-flow pressure favors receivables; firms that bid for work start with proposals.
It depends on how many systems the work touches and how many people will use it. Our free 5-day audit ends with a fixed price for the first piece of work, so you know the cost before you commit.
Free project estimate
List the five things they do that are not client work. A founder replies with which one we would automate first and an indicative cost before any call.
What you get back
A few lines is plenty. You get a number before any call.