SF Bay Area · June pilots
Production AI for founder-led operations.
Principal-level operators building workflow agents, internal tools, and customer-facing product surfaces for teams that need real software around the AI.
Built for messy service operations, revenue workflows, and operator approval. No strategy theater. No no-code maze. You own the code, the infrastructure, and the operating playbook.
Most AI projects fail before the model gets involved.
The workflow is unclear. The approval path is fuzzy. The tool does not fit how the team actually works. We start there.
Recurring work that burns skilled time, touches revenue or clients, and has enough structure to automate safely.
Technology for its own sake: "add an agent," "add BI," or "add automation" before the business process and measurable outcome are clear.
A working system: agent logic, team surface, approval queue, monitoring, documentation, and ownership.
A chatbot answers. An agent acts. A system makes it safe.
The difference is not the prompt. It is the workflow, approval surface, and operational guardrails around the model.
We build the workflow, the tool, and the product surface.
That is the real advantage. Your agent should not live in a demo window. It should live where your team already makes decisions.
Workflow Agents
Scheduling, intake, quote drafting, document handling, follow-up, and cross-system sync with clear approval rules.
Internal Tools
Queues, dashboards, review screens, exception handling, and operator controls your team can use daily.
Client-Facing Products
Portals, mobile apps, onboarding flows, and AI-assisted experiences that feel like your business, not a pasted-on bot.
Business Optimization Reviews
Expert product, business, and technology sessions that inspect your everyday work, identify waste, and define the systems that can reduce cost, improve speed, and raise service quality.
AI Operating Model
Tool selection, evaluation plans, monitoring, documentation, training, and the decision rules for what stays team-led.
Four steps. Clear checkpoints. No mystery consulting.
Every engagement starts with one workflow, one measurable operating outcome, and one clear approval model.
Workflow X-Ray
We map the work, tools, handoffs, edge cases, and operator decisions. You get a ranked automation list and a team-led list.
→Pilot System
One agent, one review surface, one real workflow. The goal is not a demo; it is evidence that the system saves time safely.
→Production Integration
We connect the agent to your CRM, calendar, inbox, billing, or product stack with approvals, logs, and backup paths.
→Ownership Transfer
Your team gets docs, training, operating rules, and ownership. We stay available; the system should not depend on us to run.
Representative outcomes for service operations.
The pattern is simple: faster response, less administrative drag, clearer approval paths, and systems your team can own.
Harbor & Vale Accounting automated 58% of tax-season intake without hiring
Approval rule: substantive tax questions route to a partner with context attached.
Summit HVAC cut quoting from 20 minutes to 3
Approval rule: dispatcher approves every quote before it reaches the customer.
Meridian Legal automated 60% of intake without losing the human touch
Approval rule: fee conversations and conflict flags stay attorney-owned.
See the operating system, not just the outcome.
Every build ships with the working surfaces teams need: workflow scoring, approval queues, process maps, and clear operating rules.
Where AI saves time, where your team stays in control, and what your team owns after launch.
Quote drafting and follow-up
Let the agent draft quotes, check parts, and prepare the client message. Dispatcher approves price and send.
Replace condenser unit for Ortega Residence
Agent matched job notes, warranty status, and price book. Price crosses the customer-facing approval rule.
How we keep production AI from making expensive mistakes.
Every system ships with a clear answer to "what happens when the AI is wrong?"
Approval gates
Money, legal advice, sensitive client communication, and unusual exceptions require operator approval.
Evals before launch
We test against real examples, edge cases, and failure modes before the system touches production work.
Monitoring after launch
Logs, exception queues, and review reports show where the system is saving time and where it needs adjustment.
Backup paths
If the model, API, or integration fails, your team has a documented path to keep the work moving.
The Workflow ROI Audit starts with a fast diagnostic.
The calculator is only the opening move. The real audit ranks each workflow by value, approval fit, integration effort, and operating complexity.
Bring us one messy workflow.
We'll tell you what should happen next.
Answer six questions and get a first-pass Workflow ROI Audit: automate now, automate with approval, or keep team-led.