Intake. Scheduling. Follow-up. Document handling. Content prep. Modern AI is good at exactly this kind of work — when someone deploys it for you instead of selling you a chatbot.
The recurring work no one wants to do — moved off your desk and into a system that runs without you. Built around the tools you already use.
The longer view. Which tools belong in your stack, which to retire, and what to do when an AI vendor pivots and breaks your workflow. A second set of eyes who's run IT for real firms.
A 60-minute call. We map the most expensive recurring hours in your week — the ones that don't bill, don't grow the firm, and don't get easier to do the tenth time.
We start with the single highest-leverage workflow. No "complete digital transformation" sold up front. One thing, done well, before we touch the next.
Automation deployed in your stack — or a small one we set up for you. Plain-English documentation. You can read what it does and explain it to a partner.
Once it's running, we expand into the next workflow — or we don't. The decision is yours, based on what actually worked. No prepaid retainer running in the background.
IMDS Data — automotive compliance firm. Operational modernization across the Outlook–Dropbox–Salesforce–QuickBooks stack. Reactivated dormant Google Ads. Identified ~$1K/year in licensing savings. Architected the path to convert eleven years of invoice history into a reactivation engine.
CDNTech — legacy EDI operator. Forensic QuickBooks restoration across two decades of backup chains, coordinated data recovery, and full acquisition due diligence on a fragile legacy stack. The risk most buyers miss isn't the revenue multiple — it's the tribal knowledge sitting inside undocumented infrastructure.
You won't find hour-savings or conversion-lift percentages on this page. We're not in the habit of generalizing one client's outcomes into a marketing claim. Case studies will grow with the practice — at the pace of real work.
Behind both engagements: two decades of IT and operations leadership across military, healthcare, and legal services — environments where the cost of an automation that's almost-right is unacceptable.
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