AI for professional services firms that depend on recurring work
AI for operations-heavy services firms. Agents start the recurring work, from servicing to renewals, and your people decide where it matters.
Renewals, servicing, brokerage: the same work comes around on a schedule, and someone starts each piece by hand and passes it from desk to desk. We rebuild those workflows so agents start the work, and your people decide where it matters.
Credited in full against your engagement.
Recurring work, started by hand
- Every renewal starts with someone remembering it. Then come hours of pulling the account history and working out what changed before anyone talks to the client.
- Context drops at each handoff, from intake to servicing to account management.
- Your experienced people know which clients, carriers or contracts need special handling, and nobody else does.
- Reporting eats Mondays. Someone spends the morning building the same weekly report.
- You rolled out the tools, and the work still gets done the way it always was.
Agents that start the recurring work
We learn how a piece of work really moves through your firm, then rebuild it around your people and AI, inside the systems you already use.
A shared brain of how your firm works
Your processes, client history and the exceptions your experienced people carry, in one brain your team uses every day. Every answer shows where it came from.
Some first workflows
These are examples of what a first workflow can look like. We pick yours together.
| Workflow | Agents start and run | A person decides at |
|---|---|---|
| Renewal | A renewal date approaches: agents pull the account history, flag what changed and draft the renewal | Pricing or terms that change |
| Client request | A request comes in: agents triage it, answer it from the brain if it's routine, or draft the reply | Anything outside policy |
| Reporting | Agents pull the numbers each Monday, draft the report and post it | Anything going outside the company |
Agents approve only what your people have permissioned, and there's an accountable person behind every decision that matters.
What we can show you today
We haven't done this for a services firm yet. When we do, it will be here. Until then, our manufacturing and agencies pages show the work we're doing now.
Until then, you can see how we operate our own company, where agents write, test and deploy our code and research and qualify our sales prospects. See our work.
Where you start
If your team has the tools but the work hasn't changed, start with AI-absent → AI-enabled. If your first critical workflow already runs on agents, but most work still waits to be asked, start with AI-enabled → AI-native. See how it works, or read more for CEOs and boards.
Questions services firms ask
Who's accountable when the AI gets it wrong?
A person on your side. There's an accountable person behind every decision that matters, and agents can handle some approvals that person has permissioned. Before anything runs, we agree who is accountable and what each agent may approve.
How fast will we see something?
You get something usable from the first session. Once we've seen your workflow there, we tell you how long it will take to reach production.
What does it cost?
Talk to us. We scope the work with you during the working session, which is credited in full against your engagement. Prices are set in the working session.
Start with the work that comes around every week
Pick one recurring workflow, ideally the one everyone dreads. After a day together, you'll have a working prototype of it.
Credited in full against your engagement.