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 businesses 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.
Start with one, then expand
The first build is picked to show a measurable result inside its pilot, so the decision on the next agents rests on evidence, not on a pitch.
Three tiers, one motion: land, prove, expand.
An engagement usually starts with one Tier 1 build as a paid pilot, measured on a metric the partner can show the partnership, then expands into Tier 2 and Tier 3 for the same firm. The agents below are the usual starting points — your real lineup gets shaped by your firm's stack and pain points.
Fast starts
Fast to build and simple to judge on a 30-day pilot. The agents every founder wishes someone had already set up.
Operating capacity
Real integration work, judged on a number you choose up front. Plug into the systems you already pay for and surface the leaks. The agents your competitors won't bother to build.
Compounding systems
The agents that, once installed, become part of how the firm runs. Every month of use adds to their value. We price these against the hire you didn't have to make.
A library of 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 agents that earn their place. These are the usual starting points.
Wealth Management & RIAs
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
Most firms' pain sits in the same handful of workflows in different combinations, so these agents carry from firm to firm and the partner can see the savings.
- ›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 other verticals
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 the use cases above, most 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 before launch and measured after it.
Questions partners ask on the first call.
Can these really replace a hire?
An agent takes repetitive work off your people. It doesn't replace judgment. Your team keeps the work that requires judgment and hands off the work that doesn't. We price the build against what that share of a role would cost you for a year, and we'll show the math 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 one, we'll point you to the alternatives. Our work is bespoke.
How is this priced?
Fixed build fee + monthly retainer for monitoring, tuning, and capability additions. Tier 1 builds: from $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 are scoped to go live in 1–3 weeks, Tier 2 in 4–8 weeks, and Tier 3 in 8–12 weeks. We define the success metric with you in week one and measure it from launch, so the return shows up in your own numbers rather than in our pitch. Nothing launches without that metric.