AI automation & agents — built with approval gates by default.

Who this is for

AI Automation is built for professional services teams that are spending real human hours on work the team already considers "mechanical." Most often: a senior person who keeps doing copy-paste because the system never quite gets it right, a junior person whose week is structured around reformatting reports, a partner who's still triaging email that could have been triaged by a rule. The shared symptom is that everyone involved knows the work is mechanical — and yet it stays manual because nobody has time to fix it properly.

We're a fit when the goal is to compress decision time and remove low-judgment work — not to "add AI" for its own sake. Our discovery starts with the workflow, not the model.

Workflows we automate well

Some of the highest-leverage automations we've shipped or scoped for mSMEs and professional services firms:

Intake & onboarding pipelines

Forms, document collection, conflict checks, KYC, ID verification, file naming, folder creation, calendar invites, welcome emails — chained together with a typed schema so the AI doesn't get to "invent" a field. Human approval before any of it lands in your matter management system.

Report assembly & reformatting

Weekly or monthly reports built from spreadsheet data, CRM exports, and accounting platforms. The system pulls the underlying numbers, formats them per your template, and writes the narrative in your firm's tone. A human reviews and ships.

Email triage & routing

Inbound email classified into review, action, or archive — with extracted action items, suggested replies, and follow-up scheduling. Sensitive matters and judgment calls are always escalated to a human, never auto-replied.

Document review & comparison

Contract review where the AI flags deviations from a playbook, redlines them in track-changes, and writes a one-page summary. The deal team still reviews. The system removes the four hours of reading you did to find the three things that mattered.

Knowledge base & research agents

Retrieval-augmented agents trained on your internal documents, past matters, or sector-specific corpora. Answers come with source citations every time — never a "trust me" answer.

Our automation approach

Three principles you'll see in every system we build:

Tech stack

The reference stack for an automation engagement:

We choose tools based on what your team can run and maintain after we leave. A no-code n8n workflow that your operations lead can edit is often a better answer than a custom Python service nobody can touch — and sometimes it's the other way around. The discovery decides.

Managed AI Partner (MAIP) — three tiers

For firms that already have AI in production — or are about to — Managed AI Partner is a recurring retainer for keeping AI systems healthy, expanding them, and advising on what to build next.

AI Care

Monitoring, tuning, incident handling. We watch your existing automations for failures, prompt drift, model deprecations, and cost spikes — and fix them before you notice. Monthly summary of what ran, what failed, and what changed.

AI Plus

Everything in AI Care, plus a continuous new-automation pipeline. Each month we identify and ship one new high-leverage automation, chosen from a backlog we maintain jointly with you.

AI Strategist

Everything in AI Plus, plus a fractional vAIO seat at your strategy table. A monthly working session reviewing pipeline, capability gaps, vendor changes, and roadmap. Best fit for firms where AI is becoming a strategic asset rather than a productivity boost.

How an engagement runs

1. Discovery (free, 30–45 min). We walk your top three workflow pains and rank them by leverage. You leave with a written recommendation.
2. Scoping (1 week). Picked workflow gets a one-page brief: current state, proposed automation, model choice, approval gates, success metric, fixed price, target dates.
3. Build (2–4 weeks per workflow). Two-week delivery cycles with end-of-cycle demos. You see the system running on real data before final cut-over.
4. Adoption (1 week). Training session, runbook, and a "what to do when it breaks" cheat sheet handed to your team.
5. Stewardship (optional). Roll into a Managed AI Partner retainer, or take the keys.

Pricing

Project work is fixed-fee per workflow, scoped in writing after Discovery. Typical first-workflow projects run 3 to 8 weeks. Managed AI Partner (MAIP) is a flat monthly retainer for keeping deployed AI healthy, expanding it, and advising on what to build next. Published anchors below are starting at rates for the three MAIP tiers; final pricing is confirmed after Discovery.

How does annual prepay work?

You pay 12 months upfront and we lock the rate for the year, with a courtesy discount applied to the published tier price: 7% on AI Care, 10% on AI Plus and AI Strategist, 5% on standalone vAIO. The first 90 days are pro-rata refundable if the engagement does not work out; after 90 days, any unused balance converts to service credits applied against future months, new workflow builds, or inference cost. Annual prepay does not stack with Founding Client concessions; pick one per engagement.

Pricing is confirmed in writing after Discovery. No card collected to talk to us. New workflow builds are quoted as separate projects, not absorbed silently into a retainer.

Guardrails & what we won't do

• We will not build a fully autonomous agent that takes irreversible action on a client's behalf without explicit human approval. Not until the literature catches up with that promise; not on our watch.
• We will not deploy AI-generated decisions into legally binding contexts — pricing, contract acceptance, hiring decisions, regulated advice — without human sign-off.
• We will tell you, in writing, when an automation will save less than it costs to maintain. We are not paid by the workflow.