Win More Clients Without More Admin Work
AI handles proposals, client onboarding, and follow-ups — so accountants, lawyers, and consultants can focus on billable work.
Never Miss Another Customer Call
Pays for itself in 3-5 months
Save $20,000 in Year 1
A Day in the Life
Rebecca, CPA Firm Owner, Chicago IL
Before AI
Tax season. You've got 15 new client inquiries this week and no time to answer them. You're writing proposals between appointments and forgetting to follow up. A new client showed up to their meeting without the documents you need.
After AI
AI pre-qualified the 15 inquiries — 9 are good fits, 6 were referred elsewhere. Proposals went out automatically based on service type. New clients received a document checklist before their meeting and showed up prepared. You billed 2 extra hours today.
8+ hours/week returned to billable work
Problems We Solve for Professional Services
Proposal writing eating into billable hours
AI generates scope-of-work proposals from intake forms. Custom pricing, timelines, and terms — ready to send in minutes, not hours.
New client intake is a manual, multi-step process
AI guides new clients through document collection, engagement letters, and information gathering before their first meeting.
Phone calls interrupting focused work
AI handles initial calls, collects case/project details, and books consultations. You call back prepared, not cold.
Unqualified leads wasting consultation time
AI pre-qualifies prospects based on service fit, budget, and timeline. You only meet with people you can actually help.
Integrates With Your Professional Services Software
Why AI is Finally Affordable
- $50K-$100K+
- 6-12 months
- AI team required
- 90% less cost
- 2-4 weeks
- Existing AI tools
ChatGPT changed everything. AI that cost billions to build is now accessible to anyone. We connect these tools to your business.
See what that means for you
Calculate Your Savings
Based on your numbers, you could save $59,400 in Year 1
How Pricing Works
Three simple steps. No hidden fees. You own it forever.
The AI Already Exists
Tools like ChatGPT and Claude are already built. They can write, analyze, answer questions, and automate tasks. This technology exists today—you don't need to build it.
We Connect It To Your Business
We spend 1-3 weeks understanding your specific process. Then we configure existing AI tools to work exactly how you need them to.
- Discovery call to understand your process
- Custom AI configuration for your business
- Integration with your existing tools
- Testing with real examples from your work
- Training on how to use it
- Launch support and refinement
This is our time: discovery, building, testing, and launch
You Own It Forever
Once it's built, it's yours. We maintain it so you don't have to worry about the technical side. Cancel anytime after 90 days.
- AI API costs (usage fees from OpenAI/Anthropic)
- Software updates and improvements
- Monitoring and troubleshooting
- Technical support when you need it
- Performance optimization
Most clients spend $75/month. You can cancel anytime after 90 days.
Concrete Example: AI Phone Agent
What's Included With Every Project
- Free 30-minute call to discuss your problem
- Built by our team (not outsourced)
- You test it before final payment
- All technical maintenance included
- Phone, text, and email support
- Cancel maintenance anytime after 90 days
Common Questions
We monitor your solution 24/7 and fix issues before you notice them. Maintenance is included in your monthly fee. If something goes wrong, we're on it — you don't need to debug anything.
Yes. We build for people who aren't technical. Your team gets training, documentation, and a simple interface. If they can use email, they can use our solutions.
Your solution adapts with you. Need to add new services, change pricing, or adjust workflows? We update it as part of your maintenance plan. No extra charges for reasonable changes.
You won't need it. Most solutions take 2-4 weeks to build. Your total time investment is 2-4 hours for discovery and feedback. We do the heavy lifting.
We integrate with QuickBooks, Google Calendar, ServiceTitan, Jobber, Housecall Pro, Outlook, Stripe, Square, and more. Your AI solution works alongside your current tools — no rip and replace.
We handle all the technical work. You explain your problem in plain English, we build the solution. You never need to touch code, configure servers, or learn new software.
You test it with real scenarios before launch. Plus, our 90-day money-back guarantee means you pay nothing if it doesn't save you time. We've done this 50+ times — we know what works.
Cancel maintenance anytime after 90 days. No penalties, no questions. You keep everything we built — it's yours. We just stop maintaining it.
Still have questions? Call us at +1 (270) 456-4763
Stop Losing $62,400/Year to Manual Work
Every week you wait costs you $1,200 in wasted time.
Tell us about your problem. We'll tell you if we can help. 30 minutes. Free. No sales pitch.
We'll call you back within 4 hours
Call +1 (270) 456-4763