Services
We put your data in one place, automate the workflows around it, run AI agents on top and train your team to use them, so the work around the work comes off their plate.
What we build
Each layer builds on the one below it, and the 20‑minute call shows where to start.
1
Business systems architecture
Your records sit in one central place, with dashboards that show what's happening so you can decide from real numbers.
- A map of your tools and where each record lives
- One central place for clients, jobs, documents and numbers
- Dashboards on the numbers you watch most
2
Workflow automation
With your records in one place, the handoffs between your tools get automated, so your team spends less time retyping.
- New requests reach the right person and the right system
- Approvals and reminders go out on schedule
- A change in one tool shows up in the others
3
Managed agents
AI agents draft, sort and summarize from your data so your team reviews instead of starting from scratch, and we keep them running.
- Drafts of replies, summaries and reports, ready for review
- Your team approves anything that goes out
- We monitor and update the agents as your business changes
4
Training
Your team learns to use what we build, so the new tools become part of everyday work.
- Hands‑on sessions for the people who use the tools
- Open Hours, live every other Tuesday
Where we start
Most companies start with the one workflow that costs the most time, then build from there.
Intake and onboarding
New clients, forms and documents reach your systems and the right person.
Email and follow‑up
Shared inboxes get sorted, and replies get drafted for your review.
Back office and finance
Invoices and approvals reach the right person without the copy and paste.
Documents and reporting
Summaries, one‑pagers and status reports get drafted from your own data.
How to get started
Start with a live session or a 20‑minute call.
1
Watch Open Hours
20 minutes, live on Zoom, every other Tuesday.
Next Open Hours · Tue, Nov 10 · 2:00pm ET
2
Book a systems call
20 minutes on where your team's time goes, by phone or video.
3
We build it and run it
We build the first workflow with you, then keep it running as you add the next.
Questions
Do we need all four services?
No, you can start with the service that closes your biggest gap, and the 20‑minute call will show you which one that is.
Do you offer fractional AI support?
Yes, for companies that want ongoing help rather than a single project. We act as your part‑time business systems and AI lead, and the systems call shows whether that or a scoped build fits better.
What does it cost?
We scope each build with you and agree on the cost before we start, and fractional AI support is an option if you'd rather have ongoing help. Anyone can join Open Hours or book the 20‑minute systems call.
Do we need new software?
Usually not, since most of the work connects what you already pay for.
Is my business a fit?
It likely is if email, intake or back‑office work fills your team's week, and a 20‑minute call will tell us both.
Do you replace our IT provider?
No, we work alongside your IT provider.
See how we work
Join Open Hours on a Tuesday, or book a 20‑minute systems call.