AI & agentic workflows
We design, build and govern AI agents that live inside your existing systems, from your everyday business tools to your line-of-business software to your shared drives, and take real tasks off real people.
First, plainly
Think of an agent as a very fast, very literal new hire. You give it a narrow job, the systems it needs, a definition of “done”, and a rule about when to ask a human. It works the same way every time and it writes down what it did.
That is the whole idea. The interesting part is not the model, since models change every few months. The interesting part is choosing the right job, drawing the boundaries carefully, and making sure the person who used to do that job now has a better one.
The question is never “can AI do this?” It is “should this task exist, and who should own it?”
Services
Most clients start with the first one and work down the list. You do not have to buy all of it, and we will tell you which parts you can do yourself.
A short, focused review of your workflows, data and security posture that ends in a ranked list of candidates, with effort, risk and payback beside each one.
The core of our work. We build agents that handle intake, triage, data entry, document assembly, scheduling and follow-up, connected to the systems you already pay for.
Licensing, configuration, data boundaries and the adoption program that decides whether anyone actually uses it, which is the part most firms skip.
Turn the drive nobody can navigate into something your team can question. Cited answers from your own contracts, SOPs, job files and policies.
The unglamorous work that keeps AI from becoming your next incident: acceptable-use policy, data-loss prevention, shadow-AI discovery, prompt-injection defenses.
Agents fail on people, not code. We run the training, name internal champions, and report on whether the thing we built actually saved time.
By function
Work order intake, scheduling, vendor follow-up, exception reporting, status updates that go out without anyone chasing them.
Invoice capture and coding, AP matching, expense triage, month-end reconciliation prep, contract renewal tracking.
Lead qualification, CRM hygiene, proposal drafting, meeting prep briefs, first-touch responses that sound like your firm.
Onboarding checklists, policy questions answered from source documents, IT and facilities request triage.
Guardrails
Every agent gets the narrowest possible access. If your permissions are a mess, we fix that before an agent inherits it.
Reading is cheap. Acting is not. Anything that touches money, contracts or customers gets a human approval step until it has earned trust.
Named providers, named regions, named retention terms, documented in language your attorney and your insurer can read.
Logging, spot checks and a review cadence. Models change underneath you; someone has to be watching, and it should not be you.
We will tell you in a single conversation whether an agent can carry it, what it would take, and what it would cost you to keep doing it by hand.
