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AI for professional services, done for you.

Billable hours disappear into intake, scheduling, and repetitive client emails. We set up AI that handles the routine so you can focus on the work clients actually pay for.

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The problem

The work is there. It's the follow-through that slips.

“I'm doing intake and scheduling instead of billable work.”
“Leads email at night and I reply two days later.”
“I write the same client emails over and over.”

What we'd set up for you

Built for how professional services really runs.

A setup tuned to your day — so the work stops slipping through the cracks.

Build

AI intake that books clients

Qualifies and schedules new clients around the clock, so leads don't go cold overnight.

Train

Drafts routine emails & docs

Assistants draft the repetitive client emails and documents your team writes every week.

Maintain

Deadline & document reminders

Automatically chases missing documents and flags upcoming deadlines.

Get found in AI

Show up for your specialty

Get recommended when people ask AI for the right professional near them.

Client confidentiality comes first — we configure every setup to keep sensitive information protected.

How it works

Getting started is simple.

Free AI audit

We show you exactly where you're losing work and where AI can catch it. No cost, no obligation.

Your plan

A clear plan with costs and payback — plus any grants that could cover part of it.

We build, train & maintain

We set it up, show your team, and keep it running. You stay focused on the work.

Grants & incentives

Part of the cost may be covered.

Many professional services firms qualify for government grants that cover a share of getting started. We help you find and apply.