No AI theater. Just workflows that run themselves—with audit logs and an off switch.
Stop bleeding time on admin work. Automate it in weeks.
For accountants, lawyers, consultants, and recruiters whose time is worth more than another spreadsheet or copy-paste workflow.
You're already making real money. Your bottleneck is boring operational trash. That's what gets automated here.
- Production-grade automations: audit logs, access controls, alerts, rollback.
- DevOps/SRE mindset: reliability beats demos.
- Workflow + controls + measurable ROI—not AI theater.
Problems I eliminate
Intake forms that generate messy emails → Structured cases in the right system.
Follow-ups that depend on memory → Automatic nudges and summaries in inbox or CRM.
Document review and extraction → Fields into the systems you already use.
Scheduling and status updates → Self-serve client visibility instead of "just checking in" emails.
Lead triage → Routing with guardrails and clear ownership.
Compliance logs → Auditable trails instead of scattered spreadsheets.
What I build (no jargon)
- •Email → structured data pipelines (Gmail/Outlook into Clio, QuickBooks, HubSpot, Bullhorn, etc.).
- •Document extraction and classification into your DMS or PMS.
- •Proposal/contract generation from firm-approved templates with mandatory human review.
- •Simple client portals for status, tasks, and uploads.
- •CRM enrichment and dedupe for cleaner pipelines.
- •Call/meeting transcription with action items pushed into tickets or tasks.
- •Internal knowledge assistants that respect permissions.
Nothing here is sci-fi. It's glue code, agents, and automation stitched into the tools you already use—under your rules, with your data, with logs you can defend.
How it works
Audit
Find what’s killing time and where errors and handoffs happen.
Sprint
Ship 1–3 automations with guardrails, monitoring, and rollback.
Operate
Keep it running, adapt to vendor/API changes, and add new automations as workflows mature.
- Fewer manual touches per case/matter/deal
- Faster turnaround without extra headcount
- Cleaner data in systems you already pay for
- Audit trails you can defend
- Automation you can disable in one click
On high-friction workflows, it's not unusual to see 30–50% handling-time reduction once manual touches are removed.
If you're shopping for a $49/mo tool to “try AI,” you won't like this.
If it's repetitive, expensive, and annoying—send it.