Services

Bespoke automation for operational bottlenecks.

We work with operators at small and mid-sized businesses to design, build, and run AI-powered automation systems. Each engagement starts with discovery, scopes to a fixed timeline, and ships to production with the team trained to operate it.

WHAT WE DO

Three engagement shapes.

Most engagements fall into one of these patterns. We scope tightly, ship reliably, and stay involved after launch.

Workflow automation

Inbound requests routed, classified, and pre-drafted automatically. Estimating, intake, scheduling, and quote-to-send workflows that currently rely on manual effort across email, spreadsheets, and CRM. We build the orchestration layer so your team reviews and sends, instead of building from scratch each time.

Document and data extraction

Pulling structured information out of unstructured documents — PDFs, emails, scanned forms, invoices, contracts. Output into your existing systems (CRM, accounting, ERP) so downstream workflows just work. Designed for accuracy thresholds your team can trust without manual review of every record.

Custom AI integrations

Targeted AI capability inside an existing system — image analysis, classification, drafting, summarization. Integrated with the tools your team already uses, surfaced in interfaces they already know. We focus on the integration and reliability, not the model.

WHAT WE DO

Three engagement shapes.

Most engagements fall into one of these patterns. We scope tightly, ship reliably, and stay involved after launch.

Workflow automation

Inbound requests routed, classified, and pre-drafted automatically. Estimating, intake, scheduling, and quote-to-send workflows that currently rely on manual effort across email, spreadsheets, and CRM. We build the orchestration layer so your team reviews and sends, instead of building from scratch each time.

Document and data extraction

Pulling structured information out of unstructured documents — PDFs, emails, scanned forms, invoices, contracts. Output into your existing systems (CRM, accounting, ERP) so downstream workflows just work. Designed for accuracy thresholds your team can trust without manual review of every record.

Custom AI integrations

Targeted AI capability inside an existing system — image analysis, classification, drafting, summarization. Integrated with the tools your team already uses, surfaced in interfaces they already know. We focus on the integration and reliability, not the model.

How it works

Discovery first. Build fixed. Operate together.

1. Discovery

We start by understanding the workflow as it actually runs today — not the org chart version. Shadow sessions with the team, sample data review, integration spike on the systems we'll touch. We close discovery with an Implementation Specification document that scopes exactly what gets built.

2. Build

Fixed-scope build against the spec. Weekly demos so you see what's working before each next stage. We build in a sandbox environment that mirrors production, validate against your real data and edge cases, and only cut over once the team is trained to operate the system.

3. Operate

Production support and tuning on a monthly retainer. We handle prompt iteration, edge case resolution, and integration adjustments as your data and workflows evolve. Joint reviews at 30, 60, and 90 days post-launch confirm the system is delivering on its targets.

1. Discovery

We start by understanding the workflow as it actually runs today — not the org chart version. Shadow sessions with the team, sample data review, integration spike on the systems we'll touch. We close discovery with an Implementation Specification document that scopes exactly what gets built.

2. Build

Fixed-scope build against the spec. Weekly demos so you see what's working before each next stage. We build in a sandbox environment that mirrors production, validate against your real data and edge cases, and only cut over once the team is trained to operate the system.

3. Operate

Production support and tuning on a monthly retainer. We handle prompt iteration, edge case resolution, and integration adjustments as your data and workflows evolve. Joint reviews at 30, 60, and 90 days post-launch confirm the system is delivering on its targets.

F.A.Q

What people ask before engaging.

How is this different from hiring a developer or agency?

Most developers and agencies build features. We build operational systems. The work is shaped around how your team actually runs the workflow, validated against your real data, and supported after launch. We focus on a narrow class of automation problems and ship them well, instead of taking on whatever's asked.

Do we need technical staff to use what you build?

No. Systems are designed for the operators running the workflow today — typically people without a technical background. The team reviews, edits, and approves outputs through interfaces built for that role. Technical knowledge sits on our side of the engagement.

What happens if the system doesn't work as intended?

We build with explicit accuracy thresholds and acceptance criteria documented in the Implementation Specification. If a target isn't hit at 30 days post-launch, we extend the tuning window at no additional charge until it is. Engagement structure assumes things will need iteration — we plan for it instead of pretending otherwise.

What happens after the first call?

You leave with a clearer picture of where AI can help, what to prioritize first, and whether it makes sense to move forward.

Will this work for our type of business?

If your team relies on repeatable processes, shared information, and day-to-day coordination, there is usually a strong case for AI and automation.