Services

What working with us looks like.

We combine assessment, implementation, and enablement into solutions tailored to where you are and where you want to go.

How We Engage

Two ways to work together.

Partnership Benefits

Why firms find value in an ongoing partnership.

01
Ongoing System Evals
We periodically evaluate how your AI systems are performing. That means reviewing outputs, comparing results to what's expected, and identifying anything that needs attention. Think of it as a health check for your agents and automations.
02
Proactive Updates
When we spot something that could work better, we fix it. When AI capabilities improve, we update your systems to take advantage. You don't have to request it or scope a new project. It's just part of the partnership.
03
Included Support
Have a question? Want something tweaked? Need adjustments as your workflows change? It's covered. You come to us, we handle it.
04
Industry Access
You get a partner who's plugged into the AI and automation space. New tools, emerging capabilities, what's working for other firms. When something relevant comes up, you'll hear about it. Need help evaluating software or finding the right vendor? We can point you in the right direction.
Assess

AI Assessment

Every engagement starts with understanding. We map your current processes, identify opportunities for AI, automation, and new systems, and build a prioritized action plan.

When You Need This

  • You know you should be using AI but don't know where to start
  • You've tried AI initiatives that didn't deliver results
  • You want a roadmap before committing to implementation
  • You need to justify AI investment to partners or leadership
Let's Dig In

Typically Includes

01

Process Mapping & Analysis

Comprehensive review and documentation of your key systems and processes.

02

AI Readiness Assessment

Evaluate your current tools, processes, data quality, and team capabilities for AI adoption.

03

Implementation Plan

Prioritized action plan with specific recommendations and expected benefits.

Scope may vary based on your needs.

Let's Dig In
Enable

Team Enablement

Tools are only as good as the people using them. We train your team on AI tools and custom systems we build for you. Practical, hands-on enablement that sticks.

When You Need This

  • Your team is curious about AI but not sure how to use it
  • You've invested in tools that aren't getting adopted
  • You want practical training tailored to your work
  • You need your team trained on systems we've built for you
Level Up

Typically Includes

01

Hands-On Workshops

Training on AI tools and custom systems, tailored to how your team actually works.

02

Practical Application

Real examples using your actual workflows and your firm's scenarios.

03

Ongoing Support

Documentation and follow-up to ensure your team actually adopts what they learn.

Scope may vary based on your needs.

Level Up
Build

AI Implementation

AI tools often underdeliver and automations can be obsolete in three months. We build AI and automation solutions that work and last. Thoughtfully architected systems that combine AI with procedural logic for maximum accuracy. Agentic workflows, custom automations, and solutions designed to evolve as AI capabilities expand.

When You Need This

  • You've identified automation opportunities and are ready to build
  • You need custom solutions that fit your specific workflows
  • You want working systems, not just recommendations
  • You need integration between multiple tools and platforms
Let's Build

Typically Includes

01

Custom Builds

Fully-built automations, AI agents, and agentic workflows tailored to your firm.

02

System Integration

Connect your existing tools: CRM, DMS, accounting software, and more.

03

Ongoing Optimization

Continuous improvement to ensure systems deliver maximum value.

Scope may vary based on your needs.

Let's Build