From discovery to daily operations.
Paid Scorecard first. Then build. Then partner. Seventeen agents across six functions, installed on top of your existing stack, measured in dollars.
Three phases. One team. No handoffs.
The same people run discovery, build, and run. You don't get passed from sales to delivery to support.
AI Readiness Scorecard
One-time paid diagnostic. We analyze your operation, your data, your tech stack, and your people. You get a prioritized roadmap of the one to three automations worth building, and an honest read on whether your business is ready.
- Operational discovery
- Prioritized automation roadmap
- Go/no-go with math attached
- Walk-away option if not ready
Build
Ship the first agent in one team. Tune against real work. Earn the right to expand by showing output.
- First agent in production
- Weekly reviews with owners
- Integrations wired into your stack
- Audit + approval flows enabled
Run
Full agent suite live. Baseline, target, and weekly read instrumented. We tune; your team compounds.
- Managed operations + SLA
- Weekly impact read-out
- Quarterly business review
- New agents as workflows emerge
Seventeen agents across six functions.
Mix and match to fit your team. We deploy the few that move your numbers, then expand.
Proposal Agent
Drafts quotes, SOWs, and decks from your templates, case studies, and pricing logic.
Intake & Qualification Agent
Structures, scores, and routes inbound leads, RFPs, and client requests within minutes.
Pitch Agent
Reads the RFP, pulls the right case studies, drafts a tailored deck with your voice.
Onboarding Agent
Runs identity, KYC, source-of-funds, and risk profiling end-to-end with audit trail.
Document Intake Agent
Accepts any client document, extracts structured data, files it, notifies the right person.
Utilization Agent
Reconciles timesheets with calendar, Jira, and comms. Drafts utilization reports you trust.
Staffing Grid Agent
Live resource grid. Matches skills to demand, flags conflicts before they happen.
Scope Guard Agent
Watches projects for scope drift. Drafts change-order conversations so leads don't have to.
Status Brief Agent
Assembles weekly client briefs from project activity. Flags blockers, writes narrative.
Production Schedule Agent
Adapts schedules to reality: material delays, capacity changes, rush orders.
Invoice & AR Agent
Invoices the moment triggers fire. Chases, reconciles, and drafts escalation comms.
WIP & Realization Agent
Watches work-in-progress daily. Flags overruns before they become write-offs.
Suitability & Review Agent
Quarterly suitability reviews at scale. Flags drift, drafts client notes.
Surveillance & Logging Agent
Communications and trade surveillance. Monthly supervisor pack on autopilot.
Personalized Comms Agent
Tailored client notes after portfolio events, market moves, or life milestones.
Case Study Agent
Turns every shipped project into a publishable case study: metrics, quotes, copy.
Quarterly Review Agent
Drafts QBR packs from account health, usage, and upside signals.
Plugs into what you already run.
Production integrations across CRM, ERP, PSA, custodians, creative, and collaboration. Read-only by default; writes are scoped and pre-approved.
- Salesforce
- HubSpot
- Pipedrive
- Copper
- Salesforce FSC
- NetSuite
- SAP
- QuickBooks
- Sage Intacct
- Xero
- Bill.com
- Kantata
- Rocketlane
- Float
- Forecast
- Workday PSA
- Slack
- Microsoft Teams
- Google Workspace
- Notion
- Confluence
- Jira
- Asana
- Monday
- Linear
- ClickUp
- Figma
- Adobe CC
- Frame.io
- Dropbox
- Box
- Schwab
- Fidelity
- Pershing
- Orion
- Addepar
- Redtail
- Gmail
- Outlook
- Intercom
- Zendesk
- Front