The most expensive thing in your firm isn't software. It's your team doing work software should handle.
We build narrow AI agents that reclaim 100+ hours a month from your heaviest workflows — built for regulated industries where guardrails aren't optional.
Built for real operations
Law firms, insurance agencies, financial services, healthcare practices, accounting firms, and operations-heavy teams.
Guardrails included
Zero-Leakage AI. Your proprietary data never trains a public model — we build on a private-by-default stack so your business secrets stay yours.
01 / 03
What industry are you in?
Example Automation
Quote-to-PDF Agent
- 1Lead intake form is submitted.
- 2AI drafts quote, summary email, and PDF.
- 3Pricing & terms pulled from your rules, not the internet.
- 4Human reviews & sends from their own inbox.
Average prep time
↓ 72%
Based on a recent implementation for an independent insurance agency.
Hours saved / month
120+
Built with approvals and full activity logs so ops, legal, and security can all sleep at night.
Engineering Bespoke Solutions With
The Agents We Ship
Narrow, high-precision AI agents that remove repetitive work.
We don't do vague “AI transformation.” We build concrete automations your team can point to and say: that used to take hours.
Revenue Ops Agents
Custom Salesforce & HubSpot agents that categorize leads and update records.
Focus Areas
- Lead Scoring
- Auto-Quoting
- CRM Sync
Document Agents
Logic chains built on LangChain to automate document verification and routing.
Focus Areas
- Data Extraction
- Logic Routing
- Document AI
Built-In Guardrails
AI deployments with human-in-the-loop approvals and full activity logging.
Focus Areas
- Human Approval
- Access Control
- Audit Logs
The Bespoke Automation Stack
A framework purpose-built for agentic automation — without chaos.
One orchestration layer. Narrow task agents. Clean tool interfaces. Everything logged. Everything reversible.
Workflow Intake
We map the workflow end-to-end, including rules, edge cases, handoffs, approvals, and data boundaries.
Design & Guardrails
We define the agent’s responsibilities, policies, prompts, constraints, and checkpoints. Nothing touches production without alignment.
Execution Layer
Agents connect cleanly to your stack — CRMs, billing, templates, emails, APIs — via a safe tool layer that enforces scope and access.
Learning Layer
Every single run is logged. We measure time saved, accuracy, and failure modes. If a step isn’t working, we refine or eliminate it.
The Mesh
Governed automation. Not a black box.
Most AI tools are opaque — you don't know what ran, what it touched, or why it made that call. Ours isn't. Every workflow runs through a small network of narrow, purpose-built agents — one drafts the quote, one checks pricing rules, one assembles the PDF. No agent does more than it's supposed to. Each one logs what it did and why. The orchestration layer sits above it all: routing tasks, enforcing your rules, and keeping every agent inside the boundaries you set.
The Mesh isn't just a prompt. It's a deterministic layer that wraps around the LLM — ensuring every output follows your business logic, every time. No hallucinations. Just execution.
Orchestration layer
The “brain” of your automation system. It routes requests, applies rules, enforces guardrails, handles model selection, and ensures everything is logged and traceable.
- • Workflow definitions
- • Policy enforcement & rate limits
- • Cost & model routing
- • Full run history
Specialized AI agents
Instead of one giant prompt doing everything, we use narrow, reliable agents — pricing, summarization, PDF assembly, email drafting — each with a single responsibility.
- • Quote generation & pricing logic
- • Policy / compliance checks
- • PDF assembly & email prep
- • Reusable, testable components
Your systems & data
Agents never roam free. They access your systems only through explicit tools and APIs with tightly-scoped permissions.
- • CRM, billing, and policy systems
- • Document templates & storage
- • Existing REST / GraphQL APIs
AI you can actually explain to your ops team, your legal team, and your clients.
What to Expect
One workflow. A few weeks. Proof before you commit.
We don't start with a roadmap. We start with one workflow that's costing your team real time — and we ship a working automation in 2–4 weeks.
Day 1–14: Map
A 60–90 minute deep dive into your workflows, rules, tools, and constraints. We choose one painful, well-bounded workflow for the pilot.
Day 15–28: Build
We design the agent behavior, guardrails, and integrations. You see every piece before anything touches production.
Day 29+: Ship & Measure
We deploy with a small group, measure hours saved, tighten failures, and refine behavior. If it works, we scale it. If not, we fix or kill it.
Most clients have a working pilot in under a month. That's the commitment we make.
Start a Workflow Assessment
Tell us how the work happens today. We'll map where AI agents can safely take over.
Every submission is reviewed personally — you'll hear back within 24 hours with actionable insights, not an autoresponder.
FAQ
Questions you should be asking about AI (and our answers).
What size companies do you work with?+–
We focus on small and mid-sized businesses with real workflows but no ML team — insurance, financial services, education, legal, and complex service businesses.
Do you need access to our production data?+–
We start with anonymized samples wherever possible. When we do connect to production, we apply strict access boundaries, logging, and approval flows so you can see exactly what the agent can and can't do.
How fast can we see something working?+–
Most pilots ship in 2–4 weeks. We deliberately choose tightly scoped workflows so you get immediate ROI and clear signal on what to do next.
How do you price projects?+–
We usually start with a fixed-fee pilot for one workflow. Once we can measure real value — hours saved, throughput, accuracy — we move into a retainer or hybrid model that scales with impact.
Ready to talk through a specific workflow?
Start Your 30-Day Pilot