Core Service
AI Automation for service businesses.
Custom AI systems for operations, sales, and service delivery. Built around how your business actually works. Not a template somebody else made.
reduction in policy processing time
Midwest insurance agency
of new producer onboarding cut to 2 hours
Chicago CPA firm
in offshore dev replaced by one engagement
Orlando IT company
Everything your team does on repeat.
Client Operations
- Intake and onboarding workflows
- Renewal and follow-up sequences
- Service delivery tracking
- Client communication pipelines
Internal Processes
- Data entry and record updates
- Cross-system syncing
- Status reporting and dashboards
- Document generation
Sales & Growth
- Lead routing and qualification
- Quote generation and follow-up
- Pipeline management automation
- Win/loss reporting
Why most AI projects fail — and why ours don't.
Process first, always
AI on a broken process makes it break faster. Before we write a line of code, we map what you actually do, remove what's unnecessary, and document what remains. The AI runs on the clean version.
Your data, your system
Generic AI tools don't know your business. Everything we build runs on your actual operations data, your terminology, your rules. It knows your clients, your products, your exceptions.
Guardrails, not guesswork
If the system doesn't have enough information to give a reliable answer, it says so. Nothing autonomous on decisions that touch clients. Your team still makes the judgment calls.
Built to upgrade, not rebuild
Everything is API-first. When better models come out, we swap the engine without rebuilding the car. The process layer and knowledge base don't go stale.
Built for service businesses with real operational complexity.
We don't serve everyone. We go deep with businesses where the process complexity is real, the volume is high, and the stakes of getting it wrong matter.
- Insurance agencies on NowCerts, HawkSoft, or AMS360
- Law firms with high document and intake volume
- Healthcare practices running manual scheduling and follow-up
- IT companies handling service tickets and client reporting
- Any service business spending 2+ hours per day on repetitive tasks
30 minutes. We'll tell you exactly what we'd fix first.
No pitch deck. No pressure. We dig into your specific operations and tell you the highest-leverage automation target. You leave with something useful no matter what.