Live build calls
2 per month
Two focused 45-minute sessions where we build, tune, and ship practical AI workflows with your team watching.
Monthly AI concierge
Two live build calls a month. Useful AI workflows every month.
Start with the work your PI firm already repeats: intake follow-up, admin tasks, marketing workflows, SOPs, and client updates. We build the first usable version with you, then expand only when it proves value.
Good fit if you want to:
- Lead follow-up and intake response drafts
- Client-update drafts for routine status questions
- SOP assistants trained on your internal procedures
- Referral partner update and marketing workflows
- Records, document, or missing-information trackers
- Owner dashboards for the bottlenecks that keep resurfacing
What is included
A small first yes that can become a bigger system.
The concierge is designed to be easy to evaluate: did the calls ship something useful, did the team use it, and did it reveal the next workflow worth automating?
Useful artifacts
Working systems
Prompts, assistants, checklists, draft queues, trackers, templates, and lightweight automations your team can test immediately.
Expansion path
When ready
If a workflow keeps saving time, we can scope a deeper connected build across your CRM, email, phones, documents, e-sign, reporting, or any system with reliable API or export access.
First month
The process is simple on purpose.
Firms do not need another abstract AI roadmap. They need one workflow that works, a clear safety model, and a practical reason to keep going.
01
Pick one workflow
Bring the task your team repeats every week. We narrow it to a first build that can be useful without a major integration project.
02
Build it live
We create the first version together: prompt, assistant, checklist, draft workflow, tracker, or lightweight automation.
03
Use it between calls
Your team tries the workflow in real work. The next call tunes the rough edges or builds the next obvious piece.
04
Decide what deserves more
Useful workflows can graduate into connected FirmOps systems with read-first visibility and approval-gated actions.
Guardrails
Useful does not mean reckless.
We keep the first builds inspectable and human-approved. That protects client trust, gives staff confidence, and makes the larger automation conversation much easier when the time is right.
- No unsupervised client-facing messages
- No system-changing automation without explicit approval
- No expectation that staff become prompt engineers
- No giant migration before a small workflow proves value
Next step
Bring one workflow your team keeps doing by hand.
The fit call is short: we confirm the use case, the systems involved, and whether a concierge engagement is the right first step before any larger FirmOps build.