01
Multi Agent Operations
Coordinated AI agents that run recurring workflows across sales, ops, finance, and client service.
The Advisory Practice
AI transformation, deployed inside your workflow.
Every engagement begins with the 30 Day AI Audit and Roadmap. What follows is scoped implementation, not another deck.
Engagement Model
The 30 Day AI Audit and Roadmap.
Week 1
Discovery
We interview your team and audit your current workflows.
Week 2
ROI Mapping
We identify the highest leverage AI opportunities across the business.
Week 3
Prioritization
We select the tools, stack, and sequencing of what to deploy first.
Week 4
Deliverable
A written roadmap and presentation covering what to deploy first, later, and skip entirely.
What We Deploy
Four categories of implementation.
02
Outbound and Sales Intelligence
Research, enrichment, sequencing, and follow up systems that turn a rep into a team.
03
Rapid Build
Software, tools, and sites built in days, not quarters. Internal apps, dashboards, client portals.
04
Meeting and Knowledge Intelligence
Transcription, summarization, and searchable institutional memory across the organization.
Verticals Served
- Law Firms
- Accounting Firms
- Healthcare Practices
- Real Estate Principals
- Family Offices
- Multi Location Businesses
Pricing Framework
Scoped per engagement.
The 30 Day Audit is scoped per engagement after a discovery call.
Ongoing retainers for implementation are scoped to the work and scale with scope.
We do not run bake offs against firms that price by the hour.