Who we work with
We don't sell by industry. We build by how your business runs.
Every company we work with fits one of four operating patterns. Find yours below — the workflows we automate are the same whether you're a law firm or a landscaper.
Client-work firms
Businesses that sell expertise and run on documents
Law, accounting, insurance, engineering, consulting, agencies — if your margin lives in your team's time, the enemy is everything that isn't billable: intake, first drafts, chasing signatures, chasing payments. We build client intake that fills your systems while you sleep, first-draft documents and routine filings from your own templates, deadline and compliance calendars that never miss, and collections that stay polite and persistent. Document-heavy work is where AI automation is strongest — and where 30%+ of professional firms are already adopting (JP Morgan Chase Institute, 2025).
Field & service operations
Businesses that dispatch people, trucks, and crews
Trades, contractors, installers, maintenance, logistics — any operation where the work happens in the field and the chaos happens in the office. Every missed call is a job your competitor booked, and fewer than 9% of field businesses use AI today (JPMC, 2025), so the first mover in a market holds the lead for years. We build AI answering that books jobs from missed and after-hours calls, speed-to-lead response in under a minute, estimate turnaround automation, dispatch coordination, and review-generation engines. This is where we do live demos — hear the missed-call AI handle a real call on your fit call.
Appointment-driven practices
Businesses that live and die by the calendar
Practices, clinics, studios, and any multi-location group where revenue is a booked slot: the day runs on scheduling, reminders, intake paperwork, and follow-up — all of it automatable, much of it sensitive. We build with compliance first: client and patient communication flows, recall and reminder systems that fill quiet weeks, intake digitization, and back-office reporting, with privacy-aware architecture and your compliance requirements designed in from day one, not patched on later. Roughly half of practices already use at least one AI tool (2025 data) — the gap is making them work together.
Order-driven businesses
Businesses that move product: orders in, goods out
Distributors, wholesalers, e-commerce operators, and light manufacturers run on a paper river — POs, invoices, order confirmations, inventory updates, shipping exceptions — most of it re-keyed by hand between systems that don't talk. We build order-intake automation (email and PDF orders straight into your system of record), invoice and AP processing with human approval gates, inventory and reorder alerting, and customer-status communication that answers 'where's my order' before anyone asks. Back-office automation here typically pays for itself fastest, because the volume is daily and the errors are expensive.
Don't see yourself? You probably still fit.
These four patterns cover most businesses doing $3M–$30M with 15–50 people. If you're genuinely unsure, that's what the free 20-minute fit call is for — we'll tell you honestly, and about a third of the time we point people somewhere else.
Not sure which bucket you're in?
Start with the free 20-minute fit call. We'll tell you honestly whether there's an audit worth running — and where the fastest wins are.
Prefer to start smaller? Pick the free fit call on the booking page.