AI Employees for
Professional Services
Your firm saw the AI hype. You downloaded the tools. Day 2, you hit a wall. Day 3, you went back to doing everything manually.
We fill that gap.
Enterprise Verticals
AI deployment built for compliance-heavy industries. On-premise options available. Your data stays yours.
Law Firms
Recover $200K+ in Billable Hours
Partners at $500/hr spending time on client intake, document management, and time entry instead of billable work.
What We Automate
Wealth Management
Stop the 6% Client Attrition Leak
RIAs losing clients to poor communication while advisors drown in admin work and compliance documentation.
What We Automate
Healthcare
Cut No-Shows by 35%
Practices losing $200 per no-show while front desk drowns in phone calls that could be automated.
What We Automate
CPA/Accounting
Recover 45% of Admin Time
Tax season death marches, client document chasing, and communication overhead eating into productive time.
What We Automate
Why Enterprise Firms Choose Us
Not a chatbot. Not a SaaS subscription. A deployed AI employee configured for your firm.
On-Premise Deployment
Your data never leaves your infrastructure. Critical for law firms, healthcare, and financial services compliance.
Custom Skill Building
AI trained on YOUR processes, YOUR terminology, YOUR workflows. Not generic automation.
4-Week Implementation
Discovery → Build → Training → Support. Operational within 30 days with minimal disruption.
Ongoing Support
Not a tool handoff. Dedicated support and optimization for the first 90 days included.
The 4-Week Engagement
From discovery to operational AI employee in one month.
Week 1: Discovery
Deep dive into your workflows, pain points, and highest-ROI automation opportunities. Infrastructure assessment.
Week 2: Build
AI deployment and custom skill development. Integration with your existing systems. 2-3 pilot users.
Week 3: Train
Team training and expansion. Workflow optimization based on real usage. Documentation handoff.
Week 4: Launch
Full deployment, final optimization, and handoff with ongoing support plan.
Investment
One-time setup fee. No recurring platform costs. You own the deployment.
- • Single-workflow automation
- • Standard integrations
- • 5-user deployment
- • 30-day support included
- • Multi-workflow automation
- • Custom skill development
- • 15-user deployment
- • 60-day support included
- • Full operations coverage
- • On-premise deployment
- • Unlimited users
- • 90-day support included
Ready to See What's Possible?
30-minute discovery call. No pitch deck. Just a conversation about your workflows and whether AI automation makes sense for your firm.
Schedule a Call →