Services

Three stages.

Start with the first. Continue only if it earns it.

Assay

Diagnose

We map how work actually moves through your firm — the systems, the spreadsheets, the workarounds — and find where time, money, and accuracy leak. Fixed scope, fixed fee. You leave with a prioritized blueprint, whether or not we build it.

What happens

Stakeholder interviews, process walk-throughs, and a systems and data inventory.

You receive
  • A map of current workflows
  • A ranked list of opportunities, with estimated hours and cost recovered
  • A 90-day roadmap
  • Build-vs-buy guidance for each
Timeline

Typically 2–4 weeks.

Fee

Fixed, agreed upfront. Credited in full toward an Opus engagement started within 60 days.

Opus

Build

We build the fixes: automations, AI agents, integrations, and internal tools, designed around how your people already work. Delivered in stages, so value shows up early.

Scope

Set by the Assay.

How it runs

Smallest valuable piece first, then the next. Weekly check-ins. Documentation and team training included.

Timeline

Typically 4–12 weeks.

Stewardship

Run

We keep it running, measure it, and improve it every month. Everything is documented and yours. No black boxes, no lock-in.

Format

A monthly retainer.

Includes
  • Monitoring and fixes
  • Ongoing improvements
  • New automations as needs change
  • A quarterly results review
  • A direct line when something needs attention

Capabilities

  1. Workflow automation & AI agents

    The repetitive work between your tools: intake, routing, follow-ups, approvals.

    • Intake and routing for new requests
    • Follow-ups and reminders that send themselves
    • Approval chains that no longer live in one inbox

  2. Reporting & a single source of truth

    Numbers that live in five places, consolidated into live dashboards and automatic reports.

    • Portfolio and pipeline reporting
    • Automated weekly and monthly updates
    • One live dashboard in place of five spreadsheets

  3. Document intelligence

    Contracts, filings, invoices, and updates: extracted, organized, summarized.

    • Data extraction from PDFs, contracts, and filings
    • Summaries of long documents and periodic updates
    • Organized, searchable document archives

  4. Internal tools & portals

    Purpose-built software when off-the-shelf won’t fit.

    • Client and partner portals
    • Tools built around one team’s workflow
    • Simple front ends for systems people avoid

  5. AI enablement

    Training, playbooks, and guardrails so your team uses AI well, and safely.

    • Team AI training
    • Usage policies and guardrails
    • Personal AI workflows for leaders

Questions

Do we need to replace our software?

Usually not. We start with the tools you already pay for and make them work together.

We’re not technical. Is that a problem?

No — that’s the point. Systems built to be simple to use, with documentation in plain language.

How do you handle confidential information?

NDA before discovery, least-privilege access, and we build inside your accounts wherever possible. Your confidential data never goes into consumer AI tools.

What does it cost?

The Assay is a fixed fee agreed upfront. Builds are scoped and priced after the Assay, so you know the number before work begins.

How fast will we see results?

We deliver in stages, smallest valuable piece first. The goal is a working system in your hands in weeks, not months.

Do you work with smaller businesses?

Yes. The method scales down; so does the scope.

Start with a conversation.

Thirty minutes. Tell us where the work gets stuck — you’ll leave with at least one thing worth fixing, whether or not we work together.

Book a call