AI for professional services

Nothing with your name on it goes out wrong.

AI automation fits professional services firms best in the repeatable work around the expertise: intake, document drafting from templates, status update emails, billing follow-up, and report assembly. We build those systems at a fixed price of $5,000 to $15,000 each, on accounts your firm owns, so client data stays yours. Engagements start with a $2,500 AI Ops Audit that maps your automatable work with the time savings put in dollars.

Where the hours go

Law, accounting, insurance, engineering, and consulting firms all sell the same thing: judgment. But a large share of the week goes to work that requires no judgment at all. Intake information gets retyped. Engagement letters get assembled from the same template over and over. Status update emails get written one at a time. Invoices go out, then sit, then need chasing.

None of that is billable at your rate, and none of it is why clients hire you. It is exactly the kind of repeatable, rules-based work that AI handles well, as long as someone builds the system carefully and keeps checking that it still works.

Work we automate

Every build is fixed scope and fixed price, $5,000 to $15,000 per system, running on accounts your firm owns. The specifics depend on your practice, but the pattern is consistent across professional services:

We do not automate the judgment. A person at your firm reviews anything that carries your name before it reaches a client. The automation does the assembly, the chasing, and the remembering.

  • Client intake, from first inquiry to a structured file your team can act on
  • First drafts of documents built from your own templates, ready for professional review
  • Status update emails that go out on schedule instead of when someone remembers
  • Billing follow-up that chases receivables politely and persistently
  • Report and deliverable assembly from the data your team already produces
  • Pipeline hygiene, so proposals and open matters do not quietly go stale

Confidentiality without the hand-waving

If you run a law or accounting practice, the first question is not what AI can do. It is where the client data goes. Our answer is structural, not contractual. Everything we build runs on accounts your firm owns: your email, your document system, your billing platform, your AI accounts. We keep no copies and hold no keys.

That also answers the exit question. If you stop working with us, nothing breaks and nothing leaves with us. The systems stay in your accounts and keep working. AI usage costs pass through at cost with no markup, so there is no hidden meter running either.

We are a one-person firm, and for confidentiality that is a feature rather than an apology. Exactly one person touches your systems: a licensed professional engineer who built and operated industrial gas systems, including a commercial CO2 recovery plant, before starting this firm. If you want to know how something works, you ask the person who built it.

Pricing and proof

The starting point is the AI Ops Audit, $2,500 flat, about two weeks. You get a written map of the automatable work in your firm with the time savings put in dollars, and we implement one quick win before the report lands, so you see something working instead of just reading about it. The first three clients pay $1,000, openly because we are building our public case-study bench.

After the audit, builds run $5,000 to $15,000 per system with fixed scope and fixed price. If you want ongoing help, managed operations is $1,500 to $2,000 per month, month to month, no long-term contract: every run logged and validated against checks specific to your business, a plain-English monthly report of what the AI actually did, and one new automation or visible improvement included each month. We are based in Charleston, South Carolina, work with firms across South Carolina and the Southeast, and come on-site when it helps.

As for whether we practice what we sell, I built the methods on my own automation fleet first. I started it in February 2026, and about 135 days later it was running 70 scheduled jobs with more than 10,000 logged runs. The failure rate came down from 23.7% in May 2026 to 2.0% in June 2026, and the telemetry is published publicly, so you can check my work instead of taking my word for it.

Questions we hear

Where does our client data go?

Nowhere. Everything we build runs on accounts your firm owns: your email, your document storage, your billing platform, your AI accounts. We keep no copies and hold no keys, and if you end the engagement, everything stays yours and keeps working.

Can AI safely draft documents that go to our clients?

It can draft, and a person at your firm should review. We build systems that produce first drafts from your own templates and route them to a reviewer before anything carries your name to a client. Under managed operations, nothing with your name on it goes out wrong: every run is checked against rules written for your firm, so problems get caught the day they happen instead of shipping quietly.

What does this cost for a firm like ours?

The AI Ops Audit is $2,500 flat and takes about two weeks (the first three clients pay $1,000, because we are building our public case-study bench). Automation builds are $5,000 to $15,000 per system, fixed scope and fixed price. Managed operations, if you want it, runs $1,500 to $2,000 per month, month to month, with no long-term contract. AI usage costs pass through at cost with no markup. Industrial and plant engagements are quoted individually.

Who keeps this running if something breaks?

Everything is built on accounts your firm owns, so nothing depends on us to keep working. If you want us watching it, managed operations covers that for $1,500 to $2,000 per month: every run logged and validated, a plain-English monthly report of what the AI did, and one new automation or visible improvement each month. If you leave, the systems stay yours and keep running.

Why do the first three clients get the audit for $1,000?

Honestly, because we are new and we need public case studies. The work is the same either way: a written map of your automatable work with time savings in dollars, plus one quick win implemented before the report lands. You get the full audit at a discount, we get a case study we can publish, and everyone knows the deal going in.

Get started

Bring us the work your firm resents

Tell us the task that eats the most non-billable hours, intake, billing follow-up, report assembly, whatever it is, and we will tell you straight whether it is worth automating. If it is not, we will say so, and the email cost you nothing.

jakeod12@gmail.com 781.534.0355 Charleston, SC · on-site across the Southeast