Workflow automation & document intelligence for SMBs
Turn document-heavy workflows into measured automations your team can trust.
The future runs itself.
We automate the manual review, routing, and follow-up that slows process-heavy teams down, with people kept in control of the sensitive steps.
Impact report
Document intake workflow
Hours returned / mo
168
+22%
LLM cost / workflow
$0.07
-34%
Tasks automated
1,940
+18%
Faithfulness
0.96
gate 0.90
Hours returned, last 6 months
Common pain
Where AI interest usually starts
- ✕Staff stuck copying, checking, and routing the same documents and records
- ✕Customers and teams wait because approvals and handoffs are slow
- ✕AI tools used informally, with no measurement, review, or audit trail
Our approach
What working with us looks like
- ✓Start with one workflow where automation has a clear business case
- ✓Define success before building: time saved, quality, cost, and risk
- ✓Report the actual numbers after launch, not just a polished demo
Intake
Documents, calls, forms
Automate
Extract, route, draft
Human gate
Review sensitive steps
Measure
Hours, quality, cost
Free · 2 minutes · no signup
Get your free AI Opportunity Report
Not sure which workflow to start with? Answer five plain-English questions and get a personalized report on where automation would pay off first — instantly on screen, and emailed as a keepable copy if you want it.
- What's in your report
- ✓Your matched solution paths, ranked by fit
- ✓What each path would prove first, with price and timeline
- ✓An honest read on fit — including what not to automate yet
- ✓A recommended next step, ready to forward to your team
Practical guardrails, in numbers
3 days
Smallest first step
One workflow scan
10 days
Assessment to roadmap
Fixed scope, written findings
100%
Pilots tested before rollout
Acceptance bar set upfront
30 days
First measurable baseline
Hours, quality, and cost tracked
Where to start
Fixed-price first steps
AI Readiness Assessment
$5,000 · 10 business days
Org-wide scorecard across 7 readiness dimensions plus a prioritized 1–6 month roadmap you can act on with or without us.
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Document Intelligence Pilot
$25,000 · 4 weeks
A RAG assistant over your own documents, with citations on every answer and faithfulness gates set before launch.
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Workflow Automation Pilot
$35,000 · 6 weeks
A multi-step workflow with approval gates and integrations that replaces a repeating ops process end to end.
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Support Automation Pilot
$30,000 · 5 weeks
Tier-1 deflection with human-assisted routing. Containment and cost-per-ticket reported weekly.
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Voice Intake Pilot
$20,000 · 4 weeks
Structured intake from inbound calls: transcripts, extracted fields, and tickets created with human review.
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Ops Retainer
$5,000/mo · Monthly
Monitoring, optimization, and a monthly impact report to keep a live workflow healthy.
Learn more →
Process
How an engagement works
Assess
A fixed-price assessment turns scattered ideas into a scorecard and roadmap, yours to keep either way.
Build & prove
A fixed-scope pilot proves one workflow against a written acceptance bar, with staff review on sensitive steps.
Operate & grow
A monthly retainer keeps the workflow healthy and reports hours returned, quality, and cost.
Risk control
Built so leadership can trust the output
AI fails when teams cannot explain, review, or measure it. We test before rollout, gate sensitive actions for human approval, and report performance after launch.
- ✓Tested against real examples before it reaches daily operations
- ✓Source-backed answers and review queues where accuracy matters
- ✓Approval history for actions that affect clients, patients, or money
eval:
dataset: northwind-golden-v3
faithfulness_threshold: 0.90
hallucination_max: 0.02
human_review_gate: required
citation_coverage_min: 0.90
governance:
prompt_versioning: enabled
loop_max_iterations: 12
cost_budget_usd: 50
audit_trail: required
Industries we serve
Specialist profiles for regulated work
Legal services
Contract review, matter summarisation, and compliance-aware RAG with citation gates and human approval.
See the profile →
Healthcare operations
BAA-ready, PHI-aware delivery with HIPAA-aligned data handling and allowlisted models.
See the profile →
Financial services
Stronger audit, access, and retention controls for AP/AR, decision support, and compliance docs.
See the profile →
About the firm
Built by practitioners, for operations teams
We publish our methodology, pricing, and acceptance criteria upfront, so you can evaluate how we work before any conversation about money.
About the firm →- ✓Direct access to the practitioner building your system
- ✓Pricing published upfront, no sales cycle to get a number
- ✓Written acceptance criteria on every pilot
Next step
Talk through the workflow before you commit.
Bring the bottleneck, not the technical solution. If the fit is weak, we will say so.