P. 01
Chapter V — Our work

Specialized builds.

Not templates.

We don't sell seats or generic software. We design and build the AI and automation systems a business can't buy off the shelf — then run them. 8 of these you can try right now.

Contents18 builds · 4 collections

Across any business

  1. § 01AI Voice Receptionist & SchedulerLive demo
  2. § 02AI Agent & Client ChatbotLive demo
  3. § 03Automated Client OnboardingLive demo
  4. § 04Lead-Gen & Outreach AutomationLive demo
  5. § 05Reputation & Review EngineLive demo
  6. § 06Recruiting & Hiring AutomationCase study
  7. § 07Internal Knowledge & Ops AssistantCase study
  8. § 17Time Tracking & Automated BillingLive demo
  9. § 18Engagement Letter & Contract AutomationLive demo

Accounting & Finance

  1. § 08AI Document & Invoice IntakeLive demo
  2. § 09AI Financial Reporting & KPI DashboardsCase study
  3. § 10Month-End Close OrchestratorCase study
  4. § 11Tax Document Collection & PrepCase study

Legal

  1. § 12AI Contract & Document ReviewCase study
  2. § 13Legal Intake & Matter TriageCase study

Local & Field Services

  1. § 14Home-Services Dispatch & Job BotCase study
  2. § 15Real-Estate Transaction CoordinatorCase study
  3. § 16Dental & Medical Front DeskCase study
Across any business

Automations that pay off in any industry — the fastest, broadest wins.

§ 01Live demo

AI Voice Receptionist & Scheduler

Every call answered, every job booked — even the ones that come in at 2am.

An AI voice agent that answers every call 24/7, triages the request, books the appointment on your real calendar, and texts a confirmation — so no lead ever hits voicemail again.

Home services/Dental & medical/Any appointment business/
24/7
every call answered
$0
missed-call revenue lost
60s
to a booked job
Try the demo
§ 02Live demo

AI Agent & Client Chatbot

A trained agent that triages requests, drafts the reply, and never sleeps.

A custom AI agent that answers client questions, triages incoming requests, and drafts documents in your firm's voice — grounded in your own data, not the open internet.

Law practices/Accounting firms/Professional services/
70%
of routine questions auto-handled
< 1 min
first response time
24/7
client coverage
Try the demo
§ 03Live demo

Automated Client Onboarding

From signed engagement to kickoff-ready — without a single chase email.

An automated onboarding flow that takes a new client from signed engagement to fully set up: guided intake, document collection, account provisioning, and an AI assistant nudging it along.

Accounting firms/Law practices/Professional services/
5 days → 1
time to kickoff
0
manual chase emails
100%
intake completion
Try the demo
§ 04Live demo

Lead-Gen & Outreach Automation

A pipeline that fills itself — discovered, enriched, and personally written.

An automated growth engine that discovers prospects that fit your ideal client, enriches them, and runs AI-personalized outreach sequences — so the pipeline fills without a BDR team.

Professional services/Accounting firms/Agencies/
40+
qualified prospects / mo
3-5×
reply rate vs. generic
0
BDRs to hire
Try the demo
§ 05Live demo

Reputation & Review Engine

More five-star reviews, every review answered — in your voice, on autopilot.

An engine that asks happy customers for a review at the right moment, drafts an on-brand response to every review that lands, and flags anything that needs a human — so your rating climbs without anyone watching it.

Home services/Restaurants & retail/Local & professional services/
4.9★
rating, climbing
100%
reviews answered
3×
more reviews collected
Try the demo
§ 06Case study

Recruiting & Hiring Automation

From job post to shortlist — screened, ranked, and scheduled while you sleep.

An automated hiring pipeline that writes the job post, screens and ranks every applicant against your must-haves, and schedules interviews with the top candidates — so a flood of resumes becomes a clean shortlist.

High-turnover teams/Staffing & agencies/Any growing business/
80%
of screening automated
Days → hours
to a shortlist
0
resumes read by hand
Read the build
§ 07Case study

Internal Knowledge & Ops Assistant

Your company's brain — answers any 'how do we do this?' in seconds, with the source.

A private AI assistant trained on your SOPs, policies, and documents that answers staff questions instantly with citations, drafts new procedures, and keeps your operational knowledge from living in one person's head.

Operations teams/Multi-location businesses/Any 20+ person org/
Seconds
to any answer
24/7
onboarding help
0
knowledge lost to turnover
Read the build
§ 17Live demo

Time Tracking & Automated Billing

From a week of logged hours to a sent invoice — categorized, totaled, and out the door.

An automation that makes logging billable time effortless, uses AI to categorize every entry by client, matter, and task, then rolls it into a clean invoice and pushes it straight to your billing system — so the work you did is the money you collect.

Law practices/Accounting firms/Consultants & agencies/
8 hrs/mo
saved on billing prep
Days
faster to invoice
0
billable hours lost to bad notes
Try the demo
§ 18Live demo

Engagement Letter & Contract Automation

Pick the engagement, name the client — a tailored letter drafts, signs, and files itself.

An automation that turns a new engagement into a finished contract: pick the engagement type and client, and AI drafts a tailored letter — scope, fees, terms, and the compliance boilerplate — then sends it for e-signature and files the signed copy automatically.

Accounting firms/Professional services/Any client contract/
Minutes
to a sent letter
100%
with the right clauses
0
letters lost in a draft folder
Try the demo
Accounting & Finance

Deep builds for firms and finance teams — where our roots are.

§ 08Live demo

AI Document & Invoice Intake

Every bill, receipt, and statement — read, coded, and booked before you open it.

An AI intake pipeline that reads invoices, receipts, and bank statements, extracts every line, assigns the right GL account, and writes it straight into the books with a confidence score on each call.

Accounting firms/Bookkeeping/Professional services/
12 hrs/wk
saved per bookkeeper
98%
extraction accuracy
3 days
faster month-end close
Try the demo
§ 09Case study

AI Financial Reporting & KPI Dashboards

The monthly board pack, written for you — and the live numbers, always on.

Auto-generated management reporting and live KPI dashboards: the AI pulls the numbers, writes the narrative, and flags what changed — so the monthly close pack builds itself.

Accounting firms/Professional services/Finance teams/
Minutes
to a board-ready pack
Live
KPIs, always current
0
spreadsheet wrangling
Read the build
§ 10Case study

Month-End Close Orchestrator

The close runs itself — reconciled, reviewed, and flagged before you sit down.

An orchestration layer over your close: it runs reconciliations, flags variances and anomalies, chases the open items, and walks the checklist — turning a multi-day scramble into a review.

Accounting firms/Bookkeeping/Finance teams/
3 days
cut from the close
Auto
reconciliations
Every step
tracked to done
Read the build
§ 11Case study

Tax Document Collection & Prep

Every client document chased, organized, and prepped — before tax season starts.

An assistant that requests exactly the documents each client needs, chases the stragglers automatically, organizes everything as it arrives, and pre-fills the prep — so your team starts returns ready, not waiting.

Accounting firms/Tax preparers/Bookkeeping/
0
reminder emails sent by staff
Weeks
earlier to 'ready'
100%
organized intake
Read the build
Legal

Intake-to-matter automation for practices that bill by the hour.

§ 12Case study

AI Contract & Document Review

Every clause read, every risk flagged — against your own playbook.

An AI reviewer that ingests a contract, flags risky or non-standard clauses against your firm's playbook, summarizes the key terms, and drafts redlines — turning a half-day review into minutes.

Law practices/Professional services/Procurement/
5×
faster first-pass review
Every clause
checked, none skipped
Playbook
consistency, every time
Read the build
§ 13Case study

Legal Intake & Matter Triage

Every inquiry qualified, conflict-checked, and ready to sign — without a paralegal.

An intake system that qualifies new inquiries, runs a preliminary conflict check, gathers the matter details, and generates the engagement letter — so qualified clients are ready to sign while unqualified ones are politely filtered.

Law practices/Solo & small firms/Professional services/
24/7
qualified intake
Instant
conflict pre-check
Ready
engagement letters
Read the build
Local & Field Services

For the businesses the phone runs — booked, dispatched, followed up.

§ 14Case study

Home-Services Dispatch & Job Bot

Calls and texts become booked, dispatched jobs — without tying up the office.

An automation that captures inbound calls and texts, qualifies and quotes the job, books it on the right crew's schedule, and dispatches with all the details — turning your phone into a booking engine.

Home services/Trades & contractors/Field service/
Every call
captured & booked
Less
windshield time
Fewer
no-shows
Read the build
§ 15Case study

Real-Estate Transaction Coordinator

Every deadline tracked, every document chased — from contract to close, on autopilot.

An AI transaction coordinator that runs the closing checklist for every deal: tracking contingency dates, chasing documents and signatures, and keeping every party updated — so nothing slips between contract and close.

Real estate teams/Brokerages/Transaction coordinators/
0
deadlines missed
More deals
per coordinator
Every party
kept in the loop
Read the build
§ 16Case study

Dental & Medical Front Desk

Booked, confirmed, and reactivated patients — without a phone ringing off the hook.

A front-desk automation for practices: it books and confirms appointments, fills cancellations from a waitlist, runs recall and reactivation campaigns, and captures intake and insurance details — so the schedule stays full and the front desk stays sane.

Dental practices/Medical & specialty clinics/Veterinary/
Fuller
schedule
Fewer
empty chairs
Reactivated
lapsed patients
Read the build
P. 10
Epilogue

Let's write the
next chapter together.

Thirty minutes, no obligation. We'll learn about your firm and tell you exactly how we'd help.