Specialized verticals. One firm. We design and operate AI systems tuned to the compliance demands, competitive pressures, and intake economics specific to your industry.
Attorneys and legal practices that need qualified client intake, bar-compliant messaging, and higher retainer conversion.
Challenges
Our approach
Outcome shape
A 12-attorney firm reduced unqualified consultations by 65% and increased retained clients using automated screening and SMS follow-up.
Concierge doctors, dental groups, med spas, and clinics competing on local reputation and speed-to-lead.
Challenges
Our approach
Outcome shape
A multi-doctor dental group cut front-desk follow-up time by 70% while increasing booked consultations month over month.
Fiduciary advisors, wealth managers, and boutique family offices requiring strict communication compliance and privacy.
Challenges
Our approach
Outcome shape
A boutique wealth firm consolidated onboarding and client communications into a private, compliant dashboard.
Luxury residential brokerages, commercial brokers, and agents serving domestic and international buyers.
Challenges
Our approach
Outcome shape
A South Florida luxury brokerage became a cited recommendation in AI search engines, driving a steady stream of qualified relocation leads.
Tax, audit, and advisory practices that need to manage seasonal volume, streamline intake, and scale advisory services.
Challenges
Our approach
Outcome shape
A regional CPA firm automated tax-season intake, filtering out unqualified inquiries and converting advisory leads with zero admin overhead.
Management consultancies, boutique advisors, and professional agencies selling custom corporate engagements.
Challenges
Our approach
Outcome shape
An operations consulting practice doubled their RFP output and qualified inbound enterprise inquiries via a structured authority engine.
Residential, commercial, and interior design firms competing on aesthetic visibility and client alignment.
Challenges
Our approach
Outcome shape
An architecture firm won two major commercial contracts after being indexed as a top design recommendation in local search.
Digital, PR, and creative agencies operating in highly competitive markets where speed and performance proof win clients.
Challenges
Our approach
Outcome shape
A performance agency automated 100% of new client onboarding, reducing administrative setup time from hours to minutes.
Direct-to-consumer online retailers requiring cart-abandonment recovery, support automation, and purchase attribution.
Challenges
Our approach
Outcome shape
A DTC apparel brand recovered 18% of abandoned carts and automated 65% of support requests during their Black Friday peak.
Product-led software companies aiming to accelerate signup-to-paid conversions and build AI features.
Challenges
Our approach
Outcome shape
A B2B SaaS startup launched its core AI assistant in 6 weeks and increased trial-to-paid retention by 28%.
Restaurants, hotels, and luxury private clubs competing on bookings, reputation, and customer service.
Challenges
Our approach
Outcome shape
A high-end restaurant group reduced reservation no-shows to near-zero while doubling their monthly Google review volume.
Franchise systems and regional brands needing centralized brand control with local market customization.
Challenges
Our approach
Outcome shape
A franchise clinic group increased booked sessions by 40% using centralized geo-routing and automated follow-ups.
Payment platforms, card issuers, and boutique mortgage brokers navigating compliance and high-intent acquisition.
Challenges
Our approach
Outcome shape
A specialty lender automated 80% of documentation follow-ups, speeding up loan approval times from weeks to days.
We work with most professional firms whose growth depends on intake quality, AI search visibility, and operational discipline. Tell us about your firm, we’ll come back within one business day.
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Yes. We design intake, qualification, and follow-up systems for Florida law firms that comply with Florida Bar advertising rules (Rule 4-7), including disclaimer placement, conflict-screening prompts, and no-guarantee language. Conversation logs are retained for the period required by the firm's compliance policy and made available to the firm's ethics counsel on request.
Patient-identifying data flows through Business-Associate-Agreement-covered infrastructure only. We default to no PHI in conversation logs, route protected fields to the practice's EHR or scheduling system rather than the AI vendor, and use minimum-necessary-data prompts. Concierge and DPC practices typically begin with after-hours triage and review-generation workflows.
AI-generated client communications are scoped to comply with the SEC Marketing Rule (Rule 206(4)-1) and FINRA Rule 2210 where applicable: no testimonials without disclosure, no performance projections, complete-and-balanced presentation, books-and-records retention. RIA and broker-dealer engagements are scoped separately based on the firm's regulatory posture and primary regulator.
Yes. The international and Latin American buyer pipeline that flows through Miami, Brickell, Coral Gables, and Doral is largely Spanish-first. We deploy bilingual AI intake agents that detect language on the first message, fair-housing-compliant scripts in both languages, and bilingual SMS and email follow-up sequences integrated with the brokerage's MLS and CRM.
Yes. AI document triage and intake workflows for CPA firms are designed around Circular 230 confidentiality, IRS §7216 disclosure requirements, and AICPA professional standards. Sensitive document handling stays inside the firm's own document portal; the AI layer triages, categorizes, and routes without exposing taxpayer data to third-party model providers.
Internal proposal and case-study copilots are built on the firm's own knowledge base inside private infrastructure (no third-party training on firm IP), with DPA-covered model providers, role-based access controls, and audit logging. Senior partners get a tool that drafts from past engagements without past engagements ever leaving the firm's data perimeter.
Portfolio pages are restructured with project-level schema markup (CreativeWork, ImageObject, location, materials, square footage), each project gets an extractable summary block AI engines can quote verbatim, and the studio's methodology is published as bylined editorial content. This shifts the studio from a visual portfolio (which AI engines cannot read) to a structured corpus AI engines cite.
A 60-second response window from any inbound channel: web form, Instagram DM, WhatsApp, LinkedIn. The AI agent qualifies the lead against your ICP, books a call directly on the principal's calendar, and triggers a personalized follow-up sequence. Agencies typically see 3x to 5x more booked discovery calls without adding headcount.
Cart-abandonment recovery via multi-channel SMS, WhatsApp, and email; bilingual AI support resolving 80%+ of shipping and FAQ tickets; first-party pixel + server-to-server conversion API setup for accurate ad attribution after iOS privacy updates. The result is lower CAC, higher LTV, and clean attribution that survives third-party-cookie deprecation.
Yes. Native AI features (chat, RAG, predictive analytics, in-app copilots) are typically shipped in 4 to 8 weeks against the existing product API. We work alongside the in-house engineering team rather than replacing it, focusing on the model layer, prompt engineering, and evals so the product team can own ongoing iteration after launch.
Yes. Automated reservation booking across WhatsApp, Instagram, and web chat; SMS confirmation and deposit flows that minimize no-shows; post-visit review request automation that drives Google Business Profile review velocity. Restaurants, hotels, and private clubs see measurable lifts in booked covers and review volume in the first 30 days.
Geo-targeted lead routing assigns inbound inquiries to the nearest location in seconds; a centralized dashboard tracks lead velocity, booking rates, and review scores across every outlet; templated follow-up campaigns lock in brand standards while allowing local customization. Franchisees get tools that work; corporate gets visibility without micromanagement.
Compliance-aware AI pre-qualification and intake flows are scoped to the firm's regulatory regime: PCI-scoped tokenization for payment data, KYC/AML evidence capture inside the firm's compliance system rather than the AI vendor, TCPA-compliant SMS opt-in flows. AI accelerates the funnel without expanding the data perimeter.
Aday Interactive, Inc. provides custom AI, AI governance, intelligent growth systems, and AI search visibility (GEO/AEO/SEO) for established professional firms across the United States. Founder-led from Coral Gables, FL, with in-person engagements available throughout Miami-Dade County (Coral Gables, Brickell, Coconut Grove, South Miami) and remote delivery nationwide.