Who we work with

AI deployment for professional services, built around the work you sell

Your product is expertise on a deadline. Intake to delivery to invoice is the span we map, then rebuild with AI agents and software that carry the busywork.

Built for
  • Consultancies
  • Accounting & advisory
  • Marketing & creative
  • Engineering firms
  • IT services & MSPs
  • Recruiting firms
Learn more
Statement of work INTAKE BRIEF UTILIZATION SCOPE CHANGE PARTNER TIME TO INVOICE TO MARGIN
The Challenge

Your best people spend the week on work you can’t bill.

Proposals, scoping, staffing, time, invoices. A change request sits in an inbox, two leads answer the same billing question differently, and the hours recorded, the work delivered, and the invoice never quite agree.

Without an agent

With an agent

01The scope changes

The work grows inside an email thread.

Your engagement system holds the signed version. Everything the client added since sits in an inbox.

02The billable call

Nobody agrees on what counts as billable.

The rule sits with a few senior people. When they travel, the client waits.

With AI in the mix

An agent reads the SOW and every past call, then answers the request in minutes.

96 scope calls read
03The write-offs

What you billed and what you did don’t match.

Someone rebuilds the engagement by hand at month-end to find where the time went.

With AI in the mix

Tied out412 hrs

Reconciled every week, so a write-off gets named while you can still bill it.

…and many more use cases

Capabilities

The AI our clients actually put to work

What we design and ship inside your operation, in whatever mix the work calls for. For many of these jobs, an agent is already built.

27 ready-made AI agents for professional services

Start with a done-for-you agent.

Each one starts from work we’ve already built for clients, then gets fitted to your systems and your rules, and it’s yours to keep. Live in 3 to 6 weeks, at a fixed price.

  • The Friday report
  • CRM clean-up after calls
  • Invoice matching
Case study

A marketing services firm, on one operating layer

From pitch to invoice, without the duct tape

A marketing services firm was running the business out of a dozen tools, with scopes in docs, time in one system, billing in another, and a Monday meeting to reconcile them all. We built the layer that connects them: producers staff from real capacity, tracked hours become draft invoices, and leadership sees profit forming before the month closes.

Read the case study
12Tools collapsed into one
2 daysFrom kickoff to scoped, staffed plan
35%Faster invoice cycle
100%Real-time utilization visibility
Security & Compliance

Built to your controls, not around them

You already have client confidentiality terms, engagement letters, and clients whose security teams review their vendors. We build inside your rules. That shapes the work from day one, instead of becoming a checklist at the end.

We build to your rules

Your approval chains and record-keeping rules go in from day one. If your policy says a person signs off, the system enforces it.

Not our first rodeo

Our team has worked with personal data, SOC 2 requirements, and records a regulator can ask for. Yours won't be the first security review we've answered.

You own everything we build

The code, the accounts, and the documentation are yours. Nothing to hand back at the end, and the architecture is your IP to use forever.

Where to start

One workflow, one team, or the whole firm

Some firms arrive with one process that's breaking. Others want to rebuild how the business runs. We meet you where you are.

Automate your tasks

AI Agents

A ready-made agent for one job, like the timesheet and WIP check or retainer burn alerts, set up on your systems and your rules and live in 3 to 6 weeks. It runs in your own accounts, and your people approve what matters.

See the agents →
Finally define your AI strategy

AI Jumpstart

A few weeks to map how a file really moves, audit your stack, your data, and your controls, and find where AI pays back. Delivered with a working prototype on your own files, before anyone commits to a build.

Learn about the Jumpstart →
Build what’s next

AI Deployment Studio

Your prototypes built into production software by a lean team that stays through launch, rollout, and your first audit on the new system. The code is yours, in your own accounts.

Learn about the Studio →
Questions

What firms ask us first

Will this touch our client-facing work?
Not unless you decide it should. The early wins are almost always in the back office and delivery operations: intake, scoping, status, resourcing, time, and billing. Your judgment is the product your clients pay for, and it stays with your people. AI carries the busywork around it so your senior team spends more of the week on the work you actually sell.
Every engagement we run is different. Can AI actually handle that?
The deliverables differ. The pattern underneath repeats: work arrives, gets scoped, gets staffed, gets delivered, and gets billed, and most of the drag lives between those steps, not in the craft itself. We automate the parts that repeat, and anything genuinely unusual routes to a person with the context already assembled instead of a blank inbox.
Do our partners have to change how they work?
No. We map how work already moves through your firm and build around it, so partners keep the habits and rituals that make the work good. What changes is what they stop doing: chasing status, re-entering time, and rebuilding numbers that should have been right the first time.
How do you handle client confidentiality?
Your rules, your systems, your accounts. We build inside the confidentiality terms and engagement letters your firm already carries, and the code, the data, and the accounts stay in your hands the whole way through. When a client's security team reviews their vendors, the answers come from systems you own, not from ours.
What do firms like ours hand over first?
Intake, status, and billing are the usual suspects: they touch every engagement, nobody enjoys them, and the payback shows up fast. Most firms start with one agent, like the timesheet and WIP check or retainer burn alerts, fitted to how work really moves through your firm and live in 3 to 6 weeks.