phase 01
Scope
~1–2 weeks · from $5,000
We learn the workflow, map your systems, define success, and estimate ROI before you commit. The scoping fee credits toward your build.
Plan · success metrics · ROI estimate · fixed quote
When the same transaction lives in your ledger, your bank, your billing tool, and three spreadsheets, someone burns days proving they match. We build a managed agent that does the matching — and surfaces only the exceptions a human needs to decide.
Every match is traceable back to its source records.
Off-the-shelf tools reconcile what they own. The hard part is the seams between systems that were never designed to agree.
We build an agent that ingests every source, matches on your rules, clears the routine automatically, and routes only real exceptions to a person — with the underlying records attached.
phase 01
~1–2 weeks · from $5,000
We learn the workflow, map your systems, define success, and estimate ROI before you commit. The scoping fee credits toward your build.
Plan · success metrics · ROI estimate · fixed quote
phase 02
~4–6 weeks · quoted from scoping
We design, integrate, test, and launch the agent with review loops, source checks, and practical guardrails.
Launched agent · integrations · tests · docs · handoff
phase 03
ongoing · monthly
We monitor behavior, control costs, and tune the agent as your business changes.
Monitoring · exception review · cost control · support
Bring one workflow that already costs time or money. No spec needed — we'll map the first useful version and the path to a fixed quote.
We know when a lightweight agent is enough — and when a workflow needs real engineering.
Approval stays in the process wherever judgment, risk, or context matters.
We measure what matters and catch issues before they reach the business.
Architecture and token discipline keep ongoing costs predictable.
Each of these was a different business’s core workflow — the thing they fundamentally needed to operate, and the thing I got off the ground. That’s where it starts. Once your primary workflow is in place, you can begin collecting and augmenting your customer and business data. As that data compounds, so can your business intelligence — if you structure it thoughtfully. And as your intelligence compounds, so does your business. I can help you build that.
Privylaw
A matter-scoped platform that keeps AI inside attorney-controlled workflows — context selection, review loops, audit records, and Amazon Bedrock integration.
Read the case studyFive Star Quotes
In 8 days, one lean production system: homeowner quote intake, contractor onboarding, configurable pricing, email delivery, and internal ops tooling.
Read the case studyTell us about the workflow. We'll share what's possible and what it would take.
We reply within 1 business day.