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
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.
Re: Phase 2 · extra workshop?AKRDMV+2 cc’d
AKClient · Tue 4:52 pmCan you add another workshop to this phase?
RDDelivery lead · Tue 6:20 pmNot in the signed SOW. Asking the partner today.
AKClient · Fri 9:12 amAny word? We booked the session for Monday.
MVEngagement manager · Fri 9:40 amTeam already started it. Is this a change order or not?
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.
“Is this in scope, or do we bill it?”
SpringBilled
SummerAbsorbed
TodayWaiting
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.
Recorded412 hrs
Delivered389 hrsΔ
Invoiced374 hrs
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
Not a product menu. These are the capabilities we design, prototype, and ship inside your operation, in whatever combination the work calls for.
Document & data extraction
Any document you handle, turned into usable data.
RFPs, briefs, engagement letters
Intake drafted toward the SOW
Written to your systems
Agentic workflows
Multi-step work that runs start to finish.
Intake to SOW to kickoff
Status assembled without the chase
Exceptions routed to a person
Decision support
Faster calls, with the evidence already attached.
Your scoping rules, encoded
Staffing options surfaced up front
Judgment stays with your partners
Risk, compliance & audit
Oversight that builds its own paper trail.
Billing leakage flagged early
Scope creep caught in flight
Actor, time, and reason logged
Reporting & analytics
Reporting that renders from the source, not by hand.
Utilization from live data
Margin visible before month-end
Client reporting that ties out
Conversation & voice
Client conversations handled in plain language.
Client emails triaged
Requests routed with full context
Resolved or escalated cleanly
Your own operating platform
The interface your team has always dreamed of. It now costs less to build than to keep renting your way around it.
One interface, not six logins
No per-seat bill as you grow
AI inside the work, not beside it
Most firms put three or four of these to work. A Jumpstart finds which ones earn their place, on your own files, before you commit to a build.
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 margin forming before the month closes.
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.
Start here
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.
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.
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. But the honest answer depends on where your week actually goes, which is what the Jumpstart is for. A few focused weeks mapping how work really moves through your firm, from first inquiry to paid invoice, ending with a working prototype on your own engagements.