The AI back office for small firms
Small professional services firms know AI can help them — they just don't have a CTO to make it real. A fully managed service: we design, build, and run the automations; they get outcomes.
Who we want to build it with
Two or three professional services firms to co-design the first version with
Logged 15 June 2026
Accounting practices, law firms, consultancies, agencies — small professional services firms everywhere know AI could take real work off their plate. What they do not have is a CTO, a data team, or the bandwidth to evaluate vendors, design workflows, and maintain automations. Most solutions in the market quietly assume technical staff the client does not employ.
The idea
A fully managed AI back office. We design the workflows, build the automations, maintain the systems, and improve them continuously. The client hires no one and configures nothing — they receive operational outcomes:
- Document processing and review pipelines that turn inbox chaos into structured work.
- Client onboarding that runs itself — intake, verification, document collection, kickoff.
- Reporting and communication drafting that starts at 80% done.
- Intelligent scheduling and follow-up that never forgets a client.
Where we are
We are prototyping the delivery model now — the workflow library, the guardrails, the monitoring. What we want next is two or three firms to co-design the first version with: real workflows, real volumes, honest feedback. Early partners shape the product and get preferential terms for the life of the engagement.