Systems built for your industry.
Specialized verticals. One firm. We design and run AI systems built for your industry. That means your compliance rules, your competitors, and your intake economics.
Law Firms
Attorneys and legal practices that need qualified client intake, bar-compliant messaging, and more signed retainers.
Challenges
- Leads from ads or chat go cold when no one answers fast
- No system screens cases before they reach an attorney
- Follow-up after the first consult is manual and inconsistent
Our approach
- AI intake that meets bar advertising rules and routes qualified cases in seconds
- AI pre-screening that scores each lead and books the consult automatically
- Follow-up sequences tied to your CRM that turn more consults into clients
Outcome shape
Intake is built to screen and route inquiries before they reach a partner, so the calendar holds qualified consultations and follow-up never waits on someone remembering to send it.
Medical & Dental Practices
Concierge doctors, dental groups, med spas, and clinics. Practices that win on local reputation and fast response.
Challenges
- Patient inquiries from Google and social media go unanswered after hours
- Getting patient reviews is slow, manual work
- Appointment no-shows drain practice revenue
Our approach
- A HIPAA-conscious AI assistant that answers patient questions 24/7, in under 60 seconds
- Review requests that go out automatically as part of check-out
- SMS and email reminders, plus automatic rebooking sequences
Outcome shape
After-hours triage and appointment follow-up are built to run on their own, so the front desk spends less time chasing confirmations and more time with patients in the office.
Wealth & Family Offices
Fiduciary advisors, wealth managers, and boutique family offices. Firms that need strict privacy and compliant communications.
Challenges
- High-net-worth clients expect fast, highly personal replies
- The SEC Marketing Rule and FINRA limit what automated messages can say
- Client data must stay private, and every action must be auditable
Our approach
- Private RAG copilots that work only on your firm's own knowledge base
- Compliant, fiduciary-aware communication workflows with built-in audit trails
- AI search positioning for the wealth-management questions your clients ask
Outcome shape
Onboarding and client communications are built to run inside one private workspace, scoped to the SEC Marketing Rule from the first draft rather than patched at review time.
Real Estate Brokerages
Luxury residential brokerages, commercial brokers, and agents serving domestic and international buyers.
Challenges
- International buyers reach out at all hours, in two languages, on many platforms
- Listing presentations and paperwork eat up agent time
- AI search engines are changing how buyers find local brokerages
Our approach
- A 24/7 bilingual AI assistant that qualifies international buyers in English and Spanish
- Automated listing updates, email brochures, and CRM capture pipelines
- GEO schema work so AI engines list your agents for local luxury searches
Outcome shape
The brokerage is built to be a name AI search engines can cite, with bilingual intake that qualifies relocation and international buyers before an agent picks up.
Accounting & CPA Firms
Tax, audit, and advisory practices. Firms that need to handle busy-season volume, simplify intake, and grow advisory work.
Challenges
- Clients send documents by email, text, and portal, and the clutter adds up
- Circular 230 and confidentiality rules restrict automated document handling
- Busy-season tax leads overwhelm the front desk
Our approach
- AI document triage and smart filing, tied into your client portals
- Intake forms that screen and sort clients by revenue and needs
- Thought-leadership content that positions the firm for business tax searches
Outcome shape
Tax-season intake is built to filter unqualified inquiries and route advisory-fit leads to the partner, so busy season adds clients instead of admin.
Consulting & Advisory Practices
Management consultancies, boutique advisors, and professional agencies selling custom corporate engagements.
Challenges
- Enterprise clients demand strict data security and signed DPAs
- RFPs and proposals take hours of senior partner time
- Case studies and firm IP sit hidden, so search engines never find them
Our approach
- An internal proposal co-writer built on your past deliverables and IP
- Case studies and methodology pages structured so search engines can index them
- Secure intake forms that match each client problem to the right partner
Outcome shape
A structured authority engine is built to qualify inbound enterprise inquiries and speed proposal turnaround, so senior time goes to the RFPs worth winning.
Architecture & Design Studios
Residential, commercial, and interior design firms. Studios that win on visibility and the right client fit.
Challenges
- Prospects want custom project quotes early in the process
- High-value portfolio projects are invisible to search engines
- Spec changes and client feedback eat hours of billable time
Our approach
- A portfolio indexer that structures project data so AI search engines can read it
- Interactive, visual intake forms that capture a client's style preferences and budget
- Automated follow-up that keeps prospects warm through long design phases
Outcome shape
The studio is built to show up in local and AI search for the work it wants, with intake that captures project scope before the first call.
Marketing & Creative Agencies
Digital, PR, and creative agencies in crowded markets. Speed and proof of results win the clients.
Challenges
- Inquiries from site forms and social channels go cold in minutes
- Generic case studies fail to rank for high-intent business searches
- Duct-taped client software stacks create reporting overhead
Our approach
- Custom lead capture with automated SMS and email booking in under 60 seconds
- AI search optimization for the channel skills clients search for
- White-labeled reporting portals and client-onboarding automations
Outcome shape
Client onboarding is built to run on automation, so the setup that used to take hours happens in minutes and delivery starts sooner.
E-Commerce & DTC Brands
Direct-to-consumer online retailers. Brands that need cart recovery, support automation, and clean purchase attribution.
Challenges
- Carts get abandoned while customer acquisition costs keep rising
- Support ticket volume spikes during promotions and holidays
- Privacy updates make it hard to know which ads drive sales
Our approach
- Cart recovery through automated SMS, WhatsApp, and email flows
- Bilingual AI support assistant that resolves 80%+ of shipping and FAQ tickets
- First-party pixel tracking and server-to-server conversion API setup
Outcome shape
Support and cart-recovery flows are built to run automatically through peak periods, so the brand holds on to more sales without adding headcount.
B2B SaaS & Tech Startups
Product-led software companies that want more trials turning into paid plans, plus native AI features.
Challenges
- Free-trial-to-paid conversion is low, or hard to track
- Engineers are tied up, so native AI features ship slowly
- Onboarding is complex, so early-stage customers churn
Our approach
- Native AI features (chat, RAG, predictive analytics) built fast against your API
- Trial nurture sequences that trigger on what users do in the app
- Automated customer health monitoring and product-led cancellation flows
Outcome shape
Native AI features are built against the existing product API, typically shipping in 4 to 8 weeks, so the roadmap moves without standing up a separate AI team.
Hospitality & Venues
Restaurants, hotels, and luxury private clubs competing on bookings, reputation, and customer service.
Challenges
- Inquiries and reservation requests pile up across DMs, text, and email
- Guest reviews are hard to collect across multiple platforms
- No-shows for reservations and events cut into profit margins
Our approach
- Automated reservation booking across WhatsApp, Instagram, and web chat
- Automatic post-visit review requests that lift Google Maps visibility
- SMS confirmations and deposit flows that cut no-shows
Outcome shape
Reservation and review flows are built to reduce no-shows and keep a steady stream of recent Google reviews, so the group's local presence compounds.
Multi-Location & Franchise
Franchise systems and regional brands. Groups that need central brand control with room for local customization.
Challenges
- Lead routing between regions and franchise locations is manual or slow
- Follow-up speed and branding vary from location to location
- No central executive reporting across all franchise locations
Our approach
- Geo-targeted routing that sends each lead to the nearest location instantly
- One dashboard that tracks lead velocity, booking rates, and reviews
- Templated follow-up campaigns that lock in brand standards for all outlets
Outcome shape
Central geo-routing and automated follow-up are built to send each inquiry to the right location and keep booked sessions full across the group.
FinTech, Payments & Lending
Payment platforms, card issuers, and boutique mortgage brokers. Firms balancing compliance with high-intent customer acquisition.
Challenges
- Acquisition costs are rising, and application conversion is a black box
- Compliance rules (PCI, KYC, AML, TCPA) restrict lead marketing
- Attribution breaks between the user's click and the bank core's output
Our approach
- Compliance-aware AI pre-qualification and secure intake flows
- Borrower and applicant lifecycle nurture: application, upload, activation
- Attribution analytics that map ad spend to funded cards and loans
Outcome shape
Compliance-aware pre-qualification and document follow-up are built to move applicants through the funnel faster, without widening the data perimeter.
Not seeing your industry?
We work with most professional firms. If your growth depends on intake quality, AI search visibility, and steady operations, we can help. Tell us about your firm. We’ll get back to you within one business day.
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