Increase Your Valuation By 30% Using Custom Agentic Solutions
Grow your business with custom AI Agents
About
Meet our founder Daniel Judd
Having been involved in 140+ businesses and generating billions in revenue, our founder specializes in embedding AI and offshore talent into operations—helping companies scale faster, smarter, and more profitably.
Specialized in helping Law Firms and Tax Accountants transform their operations with AI
Dedicated to delivering exceptional results for every client
About
Meet our founder Daniel Judd
Having been involved in 140+ businesses and generating billions in revenue, our founder specializes in embedding AI and offshore talent into operations—helping companies scale faster, smarter, and more profitably.
Specialized in helping Law Firms and Tax Accountants transform their operations with AI
Dedicated to delivering exceptional results for every client
About
Meet our founder Daniel Judd
Having been involved in 140+ businesses and generating billions in revenue, our founder specializes in embedding AI and offshore talent into operations—helping companies scale faster, smarter, and more profitably.
Specialized in helping Law Firms and Tax Accountants transform their operations with AI
Dedicated to delivering exceptional results for every client
Who is this for?
This solution is designed for firms that already have satisfied clients and are ready to scale their growth using AI. If you're still struggling with fulfillment or client satisfaction—such as law firms or tax accountants—we recommend solving those issues first before implementing this system.
Catching Up on Documentation
If you constantly need to get up to speed on client materials or internal changes, it eats away at billable hours and delays progress.
Catching Up on Documentation
If you constantly need to get up to speed on client materials or internal changes, it eats away at billable hours and delays progress.
Catching Up on Documentation
If you're facing significant time and resource drain due to repetitive manual tasks, it can hinder your scalability and growth.
Reviewing Contracts Manually
Spending hours cross-checking contracts line-by-line slows down deal flow and increases the risk of human error.
Reviewing Contracts Manually
Spending hours cross-checking contracts line-by-line slows down deal flow and increases the risk of human error.
Reviewing Contracts Manually
If you're operating with lean teams and tight budgets, scaling operations without substantial human capital investment can be challenging.
Drafting Contracts From Scratch
Writing contracts manually each time—without templates or automation—leads to wasted time and inconsistent quality.
Drafting Contracts From Scratch
Writing contracts manually each time—without templates or automation—leads to wasted time and inconsistent quality.
Drafting Contracts From Scratch
If you're struggling with high inquiry volumes and personalizing outreach, maintaining consistent customer interaction can be difficult.
Searching for Client Info
Hunting through emails, folders, and old files to find client details or project history kills productivity and focus.
Searching for Client Info
Hunting through emails, folders, and old files to find client details or project history kills productivity and focus.
Searching for Client Info
If you're using manual and inefficient processes for identifying and converting leads, it can lead to a suboptimal sales pipeline.
Repetitive Client Updates
If you're manually sending updates or project reports to clients, you're spending valuable time on what could be automated.
Repetitive Client Updates
If you're manually sending updates or project reports to clients, you're spending valuable time on what could be automated.
Repetitive Client Updates
If you're manually sending updates or project reports to clients, you're spending valuable time on what could be automated.
Juggling Multiple Tools
Switching between too many tools (email, docs, CRM, spreadsheets) causes distractions and prevents deep work.
Juggling Multiple Tools
Switching between too many tools (email, docs, CRM, spreadsheets) causes distractions and prevents deep work.
Juggling Multiple Tools
If you're facing challenges in financial modeling and investor relations, it can impact your fundraising efforts.
Scheduling Back-and-Forth
Going back and forth to find a meeting time wastes mental bandwidth and delays next steps with prospects or clients.
Scheduling Back-and-Forth
Going back and forth to find a meeting time wastes mental bandwidth and delays next steps with prospects or clients.
Scheduling Back-and-Forth
If you're struggling to efficiently hire the right talent, from screening to onboarding, it can delay your growth.
Manually Managing Permissions
Granting or updating document access every time someone joins a project is tedious and unnecessary with smarter systems.
Manually Managing Permissions
Granting or updating document access every time someone joins a project is tedious and unnecessary with smarter systems.
Manually Managing Permissions
If you're finding it difficult to grow and handle increased demand without increasing headcount, it can limit your market penetration.
What should I expect?
If you're the founder or CEO of a law or tax firm, here's what you can expect:
Private AI Deployment
Expect a private, secure GPT-style assistant deployed within 30 days, ensuring your firm can leverage AI quickly and safely.
Private AI Deployment
Expect a private, secure GPT-style assistant deployed within 30 days, ensuring your firm can leverage AI quickly and safely.
Private AI Deployment
Expect a private, secure GPT-style assistant deployed within 30 days, ensuring your firm can leverage AI quickly and safely.
Extensive Data Access
Gain searchable access to 10,000–100,000+ pages of firm data with citations, enhancing your team's research capabilities.
Extensive Data Access
Gain searchable access to 10,000–100,000+ pages of firm data with citations, enhancing your team's research capabilities.
Extensive Data Access
Gain searchable access to 10,000–100,000+ pages of firm data with citations, enhancing your team's research capabilities.
Compliance-Ready System
Benefit from a compliance-ready logging system and role-based user access, ensuring your firm's AI use remains secure and regulated.
Compliance-Ready System
Benefit from a compliance-ready logging system and role-based user access, ensuring your firm's AI use remains secure and regulated.
Compliance-Ready System
Benefit from a compliance-ready logging system and role-based user access, ensuring your firm's AI use remains secure and regulated.
Custom Chat Interface
Utilize a custom chat interface optimized for legal, medical, or financial teams, improving communication and efficiency.
Custom Chat Interface
Utilize a custom chat interface optimized for legal, medical, or financial teams, improving communication and efficiency.
Custom Chat Interface
Utilize a custom chat interface optimized for legal, medical, or financial teams, improving communication and efficiency.
Ongoing Support
Receive ongoing monthly support and monitoring, ensuring your AI systems remain effective and up-to-date.
Ongoing Support
Receive ongoing monthly support and monitoring, ensuring your AI systems remain effective and up-to-date.
Ongoing Support
Receive ongoing monthly support and monitoring, ensuring your AI systems remain effective and up-to-date.
Time Savings
Save 30–50% on research, drafting, and administrative work, allowing your team to focus more on client-facing activities.
Time Savings
Save 30–50% on research, drafting, and administrative work, allowing your team to focus more on client-facing activities.
Time Savings
Save 30–50% on research, drafting, and administrative work, allowing your team to focus more on client-facing activities.
Innovation Demonstration
Demonstrate to leadership and clients that your firm is innovating without compromising security, enhancing your firm's reputation.
Innovation Demonstration
Demonstrate to leadership and clients that your firm is innovating without compromising security, enhancing your firm's reputation.
Innovation Demonstration
Demonstrate to leadership and clients that your firm is innovating without compromising security, enhancing your firm's reputation.
Secure AI ROI
Achieve secure AI ROI with our 60 Days Guarantee, ensuring your team actively uses the AI assistant with no added cost if delayed.
Secure AI ROI
Achieve secure AI ROI with our 60 Days Guarantee, ensuring your team actively uses the AI assistant with no added cost if delayed.
Secure AI ROI
Achieve secure AI ROI with our 60 Days Guarantee, ensuring your team actively uses the AI assistant with no added cost if delayed.
How does it work?
How does it work?
Our comprehensive 4-step AI deployment ensures secure and compliant transformation for your firm.
Our comprehensive 4-step AI deployment ensures secure and compliant transformation for your firm.
1
Private AI Environment Setup
We create a secure and private AI environment customized to your firm’s needs—keeping your data safe and fully under your control.
1
Private AI Environment Setup
We create a secure and private AI environment customized to your firm’s needs—keeping your data safe and fully under your control.
1
Private AI Environment Setup
We create a secure and private AI environment customized to your firm’s needs—keeping your data safe and fully under your control.
2
Document Intake & Organization
We organize and prepare your internal documents so they’re easy for the AI to understand, reference, and respond to—while keeping everything secure.
2
Document Intake & Organization
We organize and prepare your internal documents so they’re easy for the AI to understand, reference, and respond to—while keeping everything secure.
2
Document Intake & Organization
We organize and prepare your internal documents so they’re easy for the AI to understand, reference, and respond to—while keeping everything secure.
3
Smart Chat With Full Transparency
We implement an AI chat system that gives clear, cited answers and keeps track of all activity for audit and compliance purposes.
3
Smart Chat With Full Transparency
We implement an AI chat system that gives clear, cited answers and keeps track of all activity for audit and compliance purposes.
3
Smart Chat With Full Transparency
We implement an AI chat system that gives clear, cited answers and keeps track of all activity for audit and compliance purposes.
4
Training & Support
We train your team and support integration into your daily operations—making it easy to adopt without disrupting your workflow.
4
Training & Support
We train your team and support integration into your daily operations—making it easy to adopt without disrupting your workflow.
4
Training & Support
We train your team and support integration into your daily operations—making it easy to adopt without disrupting your workflow.
Frequently Asked Questions
Frequently Asked Questions
For any other questions, please feel free to book a call with us!
For any other questions, please feel free to book a call with us!
What kind of results can we expect from your AI services?
How does your implementation process work?
Do we need technical expertise to use your AI solutions?
What types of businesses do you typically work with?
What's the typical investment required to work with you?
What kind of results can we expect from your AI services?
How does your implementation process work?
Do we need technical expertise to use your AI solutions?
What types of businesses do you typically work with?
What's the typical investment required to work with you?
What kind of results can we expect from your AI services?
How does your implementation process work?
Do we need technical expertise to use your AI solutions?
What types of businesses do you typically work with?
What's the typical investment required to work with you?
How long are your typical client engagements?
Do you offer flexible payment options?
How quickly can we get started?
Will this work with our existing IT and compliance policies?
Can this be hosted entirely on-prem?
How long are your typical client engagements?
Do you offer flexible payment options?
How quickly can we get started?
Will this work with our existing IT and compliance policies?
Can this be hosted entirely on-prem?
How long are your typical client engagements?
Do you offer flexible payment options?
How quickly can we get started?
Will this work with our existing IT and compliance policies?
Can this be hosted entirely on-prem?
AI ROI – Secure Results in 60 Days Guarantee
We guarantee your team will be actively using your private AI assistant – fully deployed, trained on your documents, and returning useful, cited answers – within 60 days of kickoff. If not, we’ll continue working with you at no added cost until we do.