Inbound leads while you’re asleep. Documents that pile up between Monday meetings. Reports that consume a partner’s Saturday morning. We design, deploy, and host the agents that handle this work — with your team approving the calls that matter and every run logged for review.
Before any paid commitment, we do a free 20-minute call to make sure there’s actually a workflow worth auditing. If there isn’t, we say so — and you don’t pay a cent. If there is, the next step is the audit ($499 if it turns out we’re still not a fit, $999 down payment toward your project if we are).
It reads every email, form, voicemail, invoice, or document the moment it lands. It figures out what the item is, pulls context from your systems, checks it against rules you wrote, and takes the action — drafting a response, filing the record, booking the meeting, flagging the exception.
Routine work closes itself. Anything ambiguous, high-value, or relationship-sensitive escalates to a person — with the context and a draft response already assembled. Your team does only the work that requires their judgment.
A real inbound on a Saturday night that, in a typical firm, sits until Monday — and by Monday has gone to a competitor. With an agent in the loop, the prospect receives a specific, contextual reply within seconds, the CRM is updated with the full history, and the team picks up a warm conversation that’s already in progress.
The same four-step pattern runs underneath every agent we build — whether the queue is leads, documents, invoices, prior-auth packets, tenant requests, or outbound follow-ups. It is the architecture, not the surface.
Your competitors are already wiring agents into their operations. The firms that integrate agentic workflows into core workflows over the next 24 months will define the competitive envelope in their categories — they will respond faster, price tighter, and cover queues their slower rivals physically cannot.
The firms that wait will not close the gap later. They will lose bids first, slowly, on jobs that should have been theirs. Then they will lose talent — the operators who notice that the work is more interesting elsewhere. And finally they will discover the cause when a sharper competitor’s economics are unbeatable on surface area they used to own.
The audit is the cheapest way to know whether you’re already behind. A 1–2 hour discovery, $499 if we’re not a fit, $999 down payment if we are. Either way, you leave with a clear read on where the gap is.
Before any paid commitment, we do a free 20-minute fit call to verify there’s actually a workflow worth auditing. If there isn’t, we say so — and you don’t pay a cent. The audit only kicks off if both sides agree the engagement is real.
A short, principal-led call to verify there's actually a workflow worth auditing in your operation. If there isn't, we say so — and you don't pay a cent. If there is, we proceed to the audit. The lowest-friction way for both sides to know whether this engagement is real.
A 1–2 hour structured, principal-led discovery meeting. The audit produces a written diagnostic, a workflow shortlist with build estimates, a 90-day roadmap, and a board-ready executive deck — delivered within five business days. If we're not a fit at the end, you pay $499 and we part ways. If we are, the $999 applies as a down payment toward your project.
Two paths: the productized First Workflow ($9,500, 21 days, one queue) when there's a clear single-queue build, or a custom engagement when the work spans multiple workflows or unusual integrations. Either path is principal-led, runs in your environment, and ships with approval gates and run logs designed in.
The workflow runs in your stack, not ours. Your data stays where it lives. Every run is logged, every action is auditable, every change is versioned. The team that uses it can read what it did and why.
We watch the workflow's health, respond to incidents, tune it as your business shifts, and add new workflows on demand. Most engagements add a second and third workflow within the first two quarters once the first one proves itself.
Twenty minutes to know whether the audit makes sense.
Steps 02–05 only happen if the fit call confirms the engagement is real. No deck. No upsell. No invoice for finding out we’re not the right partner.
The production work. Pick a queue that's eating the week — intake, document processing, recurring reporting, follow-up — and we ship an agent that runs it. Most engagements start with one workflow and grow from there.
For leadership teams sizing up the next 24 months. Where to invest, what to build versus buy, how to staff and govern the AI surface, what the realistic competitive picture looks like in your category. Substance over slideware.
The public review surface is the most visible brand asset most service firms own, and the response rate is the only handwriting buyers can read. Manual response is structurally impossible at modern volume.
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Read →Twenty minutes, free, principal-led. We talk operations and decide whether there’s a workflow worth auditing. If there isn’t, we say so — and you don’t pay a cent. No deck, no upsell — just a clear answer either way.