Industries · Professional Services
AI operations and software for professional services firms
Insurance agencies, accounting firms, staffing companies and public adjusters run on files: intake, documents, follow-ups and deadlines. The work that eats the day usually isn’t the expert work. It’s the chasing, sorting and retyping around it.
What we usually hear
Intake arrives every way at once
Email, phone, web forms and texts, each one entered by hand into the system you actually use.
Chasing documents
Half the job is asking clients for the same missing paperwork, then filing it when it finally arrives.
Status questions all day
“Where are we on my file?” Each answer means stopping work to look it up.
Seasonal crunches
Tax season, renewal periods or claim surges stretch the same team every year.
What we do
Where we’d start, in order
- 1AI Consulting & Operations →A two-week throughput audit inside one team, with one working automation in your systems before we leave.
- 2Custom Software & Apps →Client portals and intake tools so documents and status updates stop living in email.
- 3AI Automation & Chatbots →Document requests, reminders and routing that run without someone remembering to send them.
Where we stop
We automate the paperwork, not the judgment
We don’t build systems that make legal, underwriting or clinical decisions. We automate the work around those decisions: intake, document collection, reminders, data entry and status updates. Your professionals stay in charge of the calls that need a professional.
For sensitive client data, we build on infrastructure that fits your obligations and keep everything in accounts you own.
What we've built
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FAQ
Common questions
How do you handle sensitive client data?
Everything runs in accounts you own, on SOC 2 Type II–audited infrastructure, with access limited to what the work needs. For anything stricter, we can keep data on infrastructure you control.
Can AI read the documents clients send us?
It can pull details from forms, PDFs and emails into your systems, with a person reviewing anything that matters. It doesn’t make decisions on the file.
Do you build client portals?
Yes: secure places for clients to upload documents, see where their file stands and get reminders, built in your accounts.
Will it work with the software we already use?
Usually. We check what your existing systems allow before quoting, and build around them rather than asking you to switch.
Where do we start?
With the capacity check, or a two-week audit inside the team that feels the crunch most.
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Industries
Start with something free.
Yours to keep whether or not we ever work together. Or book a short call and tell us where things stand.