AI Consulting · Small Business

AI built into how your business actually runs.

We design and deploy custom AI tools and automation for small and owner-led businesses — built around your specific workflows, sized for your team, and shipped into production. Not a demo. Not a subscription. A system your business uses every day.

What you get

Private
LLM deployment — your data stays internal
Custom
Tools built for your workflows, not off-the-shelf
Compliant
HIPAA, attorney-client privilege, SOC 2 aware
Integrated
Plugs into your existing software stack
What we deploy

The three systems that move the needle in professional firms.

Every engagement combines some version of these — scoped to what's actually costing your firm the most time and money.

Private Knowledge & Research Assistant

A secure, internal AI trained on your firm's documents, precedents, policies, and institutional knowledge. Staff query it in plain English and get sourced, accurate answers — instead of hunting PDFs or waiting on a senior partner.

  • Ingests your existing document library (memos, precedents, protocols, manuals)
  • Private vector database — no data sent to public APIs
  • Chat interface or sidebar inside tools you already use
  • Answers cited back to source documents

Document Processing & Automation

AI that reads, extracts, classifies, and drafts documents at scale. Intake packets, contracts, charts, tax documents — processed in minutes instead of hours, with output dropped directly into your workflow.

  • Automated extraction from uploaded document packets
  • Clause flagging, summary generation, deviation alerts
  • Structured data output into your existing systems
  • Draft generation (letters, summaries, reports) from source docs

Workflow & Operations Automation

Connect AI outputs to the actions your team takes next. Intake routing, task assignment, status updates, client communication — automated end-to-end so your people spend time on work that requires judgment, not administration.

  • Intake qualification and intelligent routing
  • Automated client and internal communications
  • Integration with practice management software
  • Triggers, alerts, and escalation logic built in
By industry

What we build, specifically.

Owner-led businesses all share the same problem — too much manual work that should run on autopilot. Here's what we've actually built across our clients.

Mirror Installation & E-Commerce

Commercial & residential mirror installation, e-commerce fulfillment

As seen with EliteGymMirrors.com — sales cycle cut by 80% without adding headcount.

AI Lead Qualification

Incoming leads are scored, routed, and sent a custom quote draft automatically — no manual back-and-forth to get to a number.

Automated Quote Generation

LLM-powered quote builder pulls from your product catalog and pricing logic. Quote turnaround drops from days to hours.

CRM & Follow-Up Sequences

CRM integration ensures every lead is tracked. Follow-up sequences fire automatically — no leads fall through the cracks.

Order & Inventory Automation

Inventory checks, order status updates, and customer inquiry routing automated end-to-end across your fulfillment workflow.

Stack: LLM-powered quote engine · CRM integration (HubSpot, Pipedrive) · Zapier / Make automation layer · Email and SMS follow-up sequences
Restaurants & Food Service

Independent restaurants, catering, and food & beverage brands

As seen with Chef Smelly — hours returned to ownership every week through content and ops automation.

AI Content Pipeline

Automated social content generation trained on your brand voice. Posts drafted, scheduled, and published — consistently, without an agency.

Catering Inquiry Automation

Catering inquiries triaged, qualified, and responded to automatically. Complex inquiries escalated — simple ones handled without staff touch.

Scheduling & Ops Workflow

Staff scheduling coordination, reservation management, and back-of-house workflow triggers integrated into how the restaurant actually runs.

Brand Voice Consistency

AI trained on your brand, tone, and menu. Every customer-facing output — email, social, response — sounds like you, not a template.

Stack: LLM content generator (brand-tuned) · Social scheduling integration · Email/SMS automation · Reservation and inquiry routing workflows
Photography & Creative Services

Photography studios, videographers & creative freelancers

As seen with GracedThreshold.com — full client journey systematized without a VA.

Inquiry Response & Qualification

AI handles inbound inquiries: responds on-brand, qualifies the lead, and either books the call or routes to a custom follow-up sequence.

Booking & Contract Workflow

Automated booking confirmation, contract delivery, and invoice generation triggered as soon as a session is confirmed. Zero manual steps.

Gallery Delivery & Follow-Up

Gallery delivery notifications, review requests, and album upsell sequences sent automatically at the right moment post-session.

Client Journey Automation

End-to-end: inquiry to delivery, fully automated and on-brand. The studio focuses on shooting — not admin.

Stack: LLM-powered inquiry responder · HoneyBook / Dubsado integration · Automated email sequences · Gallery platform webhooks (Pic-Time, ShootProof)
Airbnb & Short-Term Rentals

Individual hosts, co-hosts & multi-property STR operators

Scale your portfolio without scaling your time — guest communication and operations on autopilot.

Guest Messaging Automation

Pre-arrival, mid-stay, and post-checkout messages sent automatically. Guest questions answered by AI before you're even asked.

Listing Copy & Pricing

AI-generated listing copy optimized for each platform. Dynamic pricing prompt templates updated based on occupancy, season, and local demand.

Review & Response Automation

Review request sequences timed to fire post-checkout. AI drafts host responses for both positive and negative reviews — you approve and post.

Turnover & Ops Coordination

Cleaning crew notifications, turnover scheduling, and supply tracking automated across all properties. Multi-property ops in one workflow.

Stack: Airbnb / VRBO API integration · Hospitable or Hostfully PMS · Automated guest messaging · Turnover and ops scheduling workflows
How we work

Four phases. Production in 6–12 weeks.

Every engagement follows the same disciplined process — from discovery through handoff. No open-ended retainers, no scope creep.

01

Discovery

Map current workflows. Identify where time leaks. Inventory what data exists and where it lives. Define the 2–3 highest-ROI interventions.

02

Architecture

Select the right LLM, vector store, and integration approach. Design the data pipeline, compliance controls, and user interface. Sign off before build begins.

03

Build & Integrate

Stand up the pipelines, prompts, retrieval system, and interface. Integrate with your existing software. Test against real firm data with your team.

04

Handoff & Support

Train designated internal admins. Document everything. Set up monitoring. 30–90 days of post-launch support included. You own what we build.

Investment

Scoped after discovery. Quoted before we start.

Enterprise AI engagements are priced individually based on scope, number of systems, existing infrastructure, and compliance requirements. Every project is quoted after a discovery conversation — no surprises mid-engagement.

Typical enterprise engagements range from $25,000 to $150,000+ depending on scope. Most firms see full ROI within the first quarter of deployment.

Request a discovery call

Every engagement includes

  • Full workflow and data discovery
  • Compliance architecture review (HIPAA, privilege, SOC 2)
  • Private infrastructure setup — data stays yours
  • Integration with your existing tech stack
  • Staff training and internal admin handoff
  • Full documentation — you own what we build
  • 30–90 days post-launch support
Ready to start

Start with a 30-minute discovery call.

No deck. No pitch. A direct conversation about what your firm is working on, where AI makes sense, and what a realistic engagement looks like. We'll tell you if it's not a fit.

Book a discovery call Email us directly