For professional services firms

Give your team back the hours lost to intake, documents and reporting

Law, accounting, insurance, consulting and staffing firms: we automate the intake, document handling, research and reporting your billable people should not be doing by hand.

fields read off one scanned insurance form, with no manual keying
46
Thai document extraction
of a person's week given back by one daily report
About 3 hours
Ads-ops agent
a cost underestimate caught before the build started
4.5 to 8 times
Lead marketplace scope

Who it is for

Who we work with

  • Law firms

    Intake forms, conflict checks, court records and documents that someone still retypes.

  • Accounting and finance teams

    Statements, reconciliations and month-end reporting assembled by hand.

  • Insurance and claims operations

    Scanned forms and emails keyed into the system one field at a time.

  • Consulting, research and staffing firms

    Research, CV screening and client reports that eat the senior people's week.

How it runs

One workflow at a time

Most firms start with the workflow that costs the most hours, prove it, then move to the next.

Confidential by default
An NDA on every engagement, and your data stays in your accounts.
Reviewed, not replaced
People approve what the system drafts, so the judgment stays with your team.
  • A workflow sprint

    One process automated end to end, usually within a few weeks, with your team reviewing the edge cases.

  • A part-time engineer

    An ops or data engineer a few days a month who owns the automations and the reporting, usually from $1.5K a month.

  1. Diagnose. A free written plan: what to fix first, the price range and the timeline.
  2. Build. A build priced up front in your accounts, or a smaller priced first step.
  3. Run. We keep it running on a monthly plan, or hand it over with the documents.
  4. Scale. More people, pods or channels once the results earn them.

Proof

Work for firms like yours

Document extraction, court records automation and a scope review, each with its own case study.

  • AutomationFinance and insurance

    46 fields out of a Thai insurance form, on video

    A prototype we built for an insurance operation in Thailand

    Gemini 2.5 Pro reads a scanned Thai and English insurance form and returns every field as structured JSON, on video, with the SAP entry stage mapped for the operation to decide on.

  • AutomationReal estate and public records

    County court records, retrieved automatically

    A team working county court records in the US

    A Selenium-driven search of the Hamilton County clerk of court foreclosure system, PDF retrieval with retries and structured output, replacing a search-and-download job done by hand one case at a time.

  • Custom softwareMarketing and sales

    A statement of work checked line by line before the build began

    A US lead-generation marketplace, before its MVP build

    The scope for a lead-marketplace MVP with an AI intake avatar, listing collection and automated quote calls, then a check of the statement of work: 63 requirements, 15 decisions and 11 risks.

Offers

Start free, then automate one workflow

  1. Free

    Free intake and automation audit

    Which workflow to automate first, what it usually costs and how long it takes, within about 2 business days.

  2. First step

    Intake and inbox agent

    $1.5K to $3K

    Inquiries read, sorted and answered or routed, usually priced up front.

  3. Ongoing

    A part-time engineer

    Usually from $1.5K a month, a few days a month, cancellable.

Questions

Common questions

Is our client data safe with you?

We sign an NDA on every engagement, work inside your accounts, and keep client data out of any tool you have not approved.

Will this replace our staff?

Usually it takes the repetitive part off them: intake, keying and first drafts. People keep the judgment and the client relationship.

What does it usually cost?

A first automation sprint usually runs $1.5K to $3.5K, an intake and inbox agent $1.5K to $3K, and dashboards and reporting $2K to $5K.

Do you work with the software we already have?

Yes. Most work connects the practice management, CRM, accounting and document tools you already pay for.

Next step

Start with a free automation plan

Tell us which workflow eats your team's week. You usually get the first step, its price and a timeline within 2 business days.

We usually reply within 2 business days with a free plan for what to do first. No call needed.