Free AI review

Four jobs your team does by hand. Not anymore.

Answering, booking, collecting, chasing, retyping. We set up AI on the tools you already use to handle that work around the clock, and pass the real decisions to your people.

Every tier starts with a website built to do it. From $1,500 setup and $299 a month.

Example board · illustrative

Signs it's time.

  • Inquiries wait hours for a first reply
  • Calls go to voicemail and stay there
  • You chase clients for the same documents every month
  • Invoices and proposals get chased by hand, or not at all
  • Someone retypes the same data into three systems
  • You keep hearing about AI and have no idea where to start

The four jobs.

Answer and book.

Every inquiry answered in seconds, day or night, by chat, form or text. Calls booked straight into your calendar.

  • A Friday-night form fill gets a reply and a booking link before the visitor closes the tab
  • Missed calls get a text back with your calendar, so the caller books instead of dialing the next name
  • Chat on your site answers hours, services and "do you handle…" questions from your own pages

Collect and chase.

Secure forms and document uploads, organized automatically, with reminders until every client has sent everything.

  • New clients fill one secure intake form instead of a back-and-forth over email
  • Uploaded documents are named and filed into the right client folder
  • A checklist reminder goes out every few days until nothing is missing

Follow up and get paid.

Proposals followed up until they get an answer. Invoice reminders sent on schedule. Review requests after every job.

  • A proposal with no reply gets a polite nudge on day 3 and day 7
  • Invoices past due get reminders on a schedule you set, in your tone
  • Happy clients get a review request the day the work wraps up

Run the back office.

Custom automations for the repetitive work: reading documents into your systems, proposals and engagement letters, weekly reports.

  • PDFs and emails read and entered into your systems, with odd ones flagged for a person
  • Proposals and engagement letters drafted from your templates and the intake form
  • Your weekly numbers in your inbox every Monday at 7 AM

Timeline Launch sites go live in 2 to 3 weeks. Grow and Run builds take 2 to 6 weeks, set in your written plan.

Three tiers. Prices on the website.

Everything each tier includes
Terms
You own your website and every account. Three-month minimum, then month to month.
AI usage
AI usage is billed at cost to accounts in your name, usually under $100 a month. We estimate yours before you sign.

Straight answers.

Will this replace my staff?

That’s not the goal. The goal is to take the repetitive work off their plate so they spend time on clients and decisions, the work you hired them for.

Do I need to switch software?

Usually not. We build on what you already use, such as your email, calendar, phone, CRM, and accounting software, and connect what isn’t connected.

What if the AI says something wrong?

It answers only from facts you approve, says it’s an assistant, and books a call for anything else. We test it on your real questions before launch, and you see how it performs every month.

Is my clients’ data safe?

Everything runs in accounts in your name, with multi-factor sign-in, and we list every vendor that touches your data in writing.

What does it cost to run?

Your monthly plan covers hosting, updates and keeping your automations working. AI usage is billed at cost to accounts in your name, usually under $100 a month, and we estimate it before you sign.

Find out what’s sitting on your board.

A free 30-minute AI review. We look at how inquiries, calls, paperwork, and payments work today, and show you where AI would pay off first. You leave with a written list, whether or not you hire us.