Custom Assistant
An AI assistant trained on your processes, voice, and tools. Handles repetitive operations so you focus on what moves the business forward.
What we do
We train a custom assistant on your existing work: past proposals, deliverables, internal style guides, and any reference material your team pulls from most. The result is an assistant that matches your firm's voice, cuts hours off every deliverable, and gives senior people their thinking time back.
Deliverables
- A working custom assistant that automates repetitive operational tasks
- Integrations into the tools your team already uses (email, Slack, your CRM, your docs, project management)
- A training and adoption plan, measured weekly for 60 days
- Handoff documentation so your team can extend the assistant
90 days from kickoff to adoption. Every project starts with a discovery to confirm the fit and scope the work.
More in this category
Automate the Busywork
The repetitive work in your team's day: email triage, routing, data entry, reporting. AI handles it, so people can spend their time on the hard calls.
The Dashboard You Actually Read
One dashboard that pulls from the tools you already use, writes the weekly summary for you, and flags the 3 to 5 decisions you need to make this week.
Getting Your Data AI-Ready
The behind-the-scenes work that lets AI use your business's data: connecting it to the right sources, managing permissions, and keeping the quality high.
Ready to build a business that runs?
Tell us where the business is today and where it needs to go. We'll take it from there.
We work with U.S.-based clients only.