We don't sell AI.
We sell the absence of a hire.
We design, build, and operate AI agents that take repetitive, document-heavy work off your team. Built for legal, accounting, wealth management, trades, and the operators in between. Every agent ships with human-in-the-loop review as a feature — not a limitation. Priced against your next hire, not against ChatGPT.
The pitch isn't the agent. It's the headcount you don't have to add.
Pricing anchored to FTEs
Every agent we build is priced against what a paralegal, junior associate, admin, or coordinator would cost you for a year. We'll show the math on the first call. Token-per-second doesn't register with partners — fewer hires does.
Human-in-loop as a feature
Every regulated workflow keeps your existing review step. The agent drafts; your team approves. Selling the review step as risk management is what makes this buyable for liability-sensitive firms.
Land-and-expand math
Your CAC for the second agent at an existing client is near zero. We design the first build to prove ROI in 30 days so the next 3–5 agents are the easy yes. The economics of the relationship live there.
Three tiers, one motion: land, prove, expand.
Most engagements start with one Tier 1 build as a paid pilot, prove ROI on a metric the partner can show the partnership, then expand into Tier 2 and Tier 3 on the same client. The agents below are the usual starting points — your real lineup gets shaped by your firm's stack and pain points.
Door-openers
Fast to ship, immediate ROI, sell themselves on a 30-day pilot. The agents every operator wishes someone had already deployed.
Operating leverage
Real integration work, real ROI. Plug into the systems you already pay for and surface the leaks. The agents your competitors won't bother to build.
Stickiest & highest LTV
The agents that, once installed, become impossible to rip out. Every month of use compounds their value. We price these against the hire you didn't have to make.
A library of 200+ agent use cases, mapped to the verticals we serve.
Samples below. The full library shapes your engagement scope — we don't pick from a menu, we map your actual workflows and surface the 5–10 agents that earn their place. These are the starting points partners and owners gravitate toward.
Wealth Management & RIAs
Highest LTV vertical we serve. Your team bills the same hours whether they're prepping for a client meeting or sourcing the prep data — we move that floor.
- ›Pre-meeting client brief — portfolio + life events + last meeting actions in one page
- ›Post-meeting CRM update from Zoom/Otter transcript with compliance log entries
- ›Quarterly review deck automation with advisor-voice commentary
- ›RMD tracking + outreach with custodian-confirmation tracking
- ›Tax-loss harvesting daily scan with wash-sale checks + trade proposals
- ›Estate document gap analysis + beneficiary review campaigns
- ›Held-away account monitor with rollover-conversation triggers
- ›Compliance email surveillance triage to reduce false-positive review burden
Accounting & Bookkeeping
Every firm's pain is the same five workflows in different combinations. The agents are productizable, the savings are obvious to the partner.
- ›Client document chase — knows what's needed per client per service, escalates stale requests
- ›Source document intake + classification — OCR, categorize, attach to right client/year
- ›Bookkeeping anomaly detection across client books — daily flags
- ›IRS notice response drafting — partner reviews and signs
- ›Quarterly estimate calculator + client notifier with payment tracking
- ›Month-end close coordinator with reviewer + partner sign-off
- ›1099 prep orchestration — vendor classification, W-9 collection, filing
- ›Cash flow forecasting for advisory clients — talking points generated
Legal / Law Firms
Conflict, deadlines, document chase, billing reconstruction — the boring work that eats associate hours and creates partnership conversations.
- ›Conflict checking against full firm database with contextual surfacing
- ›Discovery review + privilege flagging — first-pass, attorney-verified
- ›Deposition transcript summarization with admission + contradiction extraction
- ›Time entry reconstruction from calendar, email, doc edits
- ›Contract redline against firm playbook with novel-term escalation
- ›Legal research with citation verification — refuses to fabricate
- ›Demand letter drafting from case facts + damages model
- ›IOLTA three-way reconciliation with anomaly flagging
Trades, HVAC, Construction
The owner is in a truck, not at a desk. Agents have to work from a phone, in voice, in two minutes between jobs. Treat that as a design constraint.
- ›Missed-call recovery — instant SMS triage + estimate booking
- ›After-hours dispatch agent — emergencies paged, next-day scheduled
- ›Estimate from photos + voice — tech leaves driveway with a sent quote
- ›Review request automation — escalates unhappy responses before they post
- ›Schedule optimization across techs, parts, location, skill
- ›Job photo + documentation capture for customer reports
- ›Parts reorder from usage data with supplier PO + delivery tracking
- ›Customer history briefing before tech rolls — prior service, equipment, complaints
Healthcare & Specialty Practices
Document-heavy with hard regulatory boundaries. We build with HIPAA, BAAs, and human-in-loop on every clinical-adjacent decision — non-negotiable.
- ›Prior authorization drafting + submission tracking
- ›Patient intake summary for provider pre-visit
- ›Insurance denial appeal letter generation
- ›Referral coordination + follow-up
- ›Lab result triage + patient notification (human-confirmed)
- ›Medical billing code suggestion from clinical notes
- ›Patient no-show risk scoring + outreach
- ›Practice compliance + credential tracking
Plus operators in 15+ other verticals
200+ use cases mapped across insurance, banking, manufacturing, SaaS, marketing agencies, education, real estate, property management, hospitality, logistics, e-commerce, nonprofits, and more. The patterns transfer — the vocabulary doesn't.
- ›Insurance — FNOL intake, subrogation flagging, COI request handling
- ›Banking — KYC document extraction, covenant compliance, dispute intake
- ›Manufacturing — RFQ feasibility, ECO routing, supplier non-conformance
- ›SaaS — health-score monitoring, save-play drafting, security questionnaire auto-response
- ›Marketing — campaign reporting, brief-to-deck drafting, ICP-aligned content
- ›Property management — maintenance triage, lease-renewal pricing, vendor compliance
- ›Hospitality — review response, vendor invoice processing, event inquiry qualification
- ›Logistics — shipment exception detection, carrier rate shopping, customs prep
Across 200+ scoped agents in 20+ industries, ~80% share the same core shape: ingest messy human inputs → structure into a system you already use → draft a human-reviewed output → log everything. The vocabulary changes; the engineering doesn't.
From kickoff to ROI in 30 days.
Fixed build + retainer. The model your firm already understands.
Lawyers, accountants, and advisors understand retainers. They don't want a SaaS pricing matrix with three tiers and seat counts. We speak in language partners already use: a build fee for the project, a monthly retainer to keep it running, and a clear ROI anchor on day one.
One-time. Sized to the tier and the integration depth. We quote up front, you know the number before you sign.
Covers monitoring, tuning, capability additions, and direct access to us for the agent's evolution. Cancel any time.
Whatever metric the partner cares about — hours saved, leads recovered, deadlines hit, callbacks handled — defined and measured before we ship.
Questions partners ask on the first call.
Can these really replace a hire?
Most agents replace 0.3–1.5 FTEs of repetitive work — they don't replace judgment. Your team keeps the work that requires judgment and reclaims the work that doesn't. We price the build against what that 0.5 FTE would cost you for one year. The math is straightforward and we'll show it on the first call.
What about hallucinations and liability?
Every agent we build for regulated work is human-in-the-loop by default — the agent drafts, your team approves. For research agents, mandatory citation verification is built in (an agent that can't cite a real source is required to say so). For document agents, the firm's existing review process stays exactly where it was. The selling point of the review step is risk management, not a limitation.
What systems can you integrate with?
Practice management (Clio, MyCase, Karbon, Wealthbox, Redtail, Orion, ServiceTitan, Jobber), email (Gmail, Outlook 365), document management (NetDocuments, iManage, SharePoint), e-sign (DocuSign), CRMs (HubSpot, Salesforce, Pipedrive), automation backbones (n8n, Make, Zapier, custom Node). If it has an API, we connect to it. If it doesn't, we build the middleware.
Do you build it or do we use a shared agent?
Done-for-you builds. We design, build, deploy, and operate the agent inside your environment with your data. You own the workflows and the configuration. We provide build + ongoing tuning under retainer. If you'd rather buy outputs from a shared agent without building it, we have referral partners — but our shop is bespoke.
How is this priced?
Fixed build fee + monthly retainer for monitoring, tuning, and capability additions. Tier 1 builds: $2–5k + retainer. Tier 2: $8–15k + retainer. Tier 3: $15–40k + retainer. Pricing is anchored to the FTE-equivalent value, not to per-token usage. SaaS-style tiering doesn't fit how your firm buys; retainers do.
How long until we see ROI?
Tier 1 agents ship in 1–3 weeks with measurable ROI inside 30 days. Tier 2 in 4–8 weeks with measurable ROI inside 60 days. Tier 3 in 8–12 weeks with compounding value over the first 6 months. We define the success metric with you in week one — we don't ship without it.