AI infrastructure for accounting firms.
Client intake, document collection, and structured communication — engineered for firms whose margins live and die by season workload.
What most teams accept as normal.
- Chasing clients for documents during tax season
- New-client intake burying partners in the busiest months
- Repetitive client questions consuming senior time
A system for every seam.
- Document chase
- Intake overload
- Repeat client questions
Season workload, evened out.
Structured client onboarding with document collection, deadline nudges, and reminder sequences — so the March–April spike doesn't consume every partner hour.
Every deployment is scoped to the operational realities of accounting firms. Review the underlying service architecture.
Communication with a paper trail.
Every automated client touch is logged, reviewable, and formatted to your firm's disclosure standards. Nothing is generated that a partner wouldn't send.
Every deployment is scoped to the operational realities of accounting firms. Review the underlying service architecture.
- Workflow automation, engineered end-to-end.
Custom AI workflow automation that eliminates manual data entry, routes work between tools, and turns repetitive operations into infrastructure.
- An AI receptionist that never sleeps.
24/7 AI receptionist that answers every call, books appointments, and hands off warm leads — engineered for dental, medical, legal, and home-service teams.
- Internal AI assistants, trained on your business.
Private, RAG-based AI assistants trained on your SOPs, contracts, and internal knowledge — so your team stops asking the same questions twice.
- AI automation for dental practices.
AI receptionists, recall automation, and no-show recovery for dental practices — recover the 1–3 new-patient calls per day you lose to voicemail.
- AI infrastructure for real estate teams.
AI lead qualification, WhatsApp follow-up, showing coordination, and long-cycle nurture for real estate teams — engineered around Zillow, Follow Up Boss, and your ISA workflow.
- AI systems for modern law firms.
AI intake, conflict checks, matter routing, and document automation for law firms — engineered for privilege, retention, and billable-hour discipline.
- AI operations for marketing agencies.
Internal AI systems for marketing agencies — client reporting, brief generation, and delivery automation that recovers senior billable capacity.
- AI systems for medical practice operations.
Patient intake, scheduling, and follow-up automation for clinics and medical groups — designed around clinical workflows and HIPAA requirements.
- AI dispatch and booking for home services.
AI voice agents and dispatch automation for HVAC, plumbing, electrical, and roofing operators — booked jobs, not missed calls.