Services & solutions

Productized offers, reusable kits, and profile-scoped delivery.

Each engagement packages repeatable outcomes as service lines, then activates the deployment profile the contract and data actually require — with written acceptance bars, evaluation benchmarks, and monthly Impact Reports.

Start with an assessment Solution kits & profiles →

Document Intelligence

Document Intelligence Pilot

Turn policies, SOPs, support docs, project knowledge, and client corpora into queryable, cited assistants.

Ingests PDFs, markdown, and structured documents; retrieves context with sensitivity-aware filters; and generates grounded answers with full citations. Deployable as an internal knowledge assistant or a client-facing co-pilot.

Capabilities

Chunked ingestion with metadata tagging
Embedding-backed retrieval with pgvector or local fallback
Source citations with sensitivity labels
Prompt guardrails and injection checks
Conversation memory across turns
Evaluation with golden datasets and quality gates

Deliverables

✓Configured knowledge base and ingestion pipeline
✓Acceptance: faithfulness ≥ 0.90, hallucination < 2% on the engagement's golden eval set
✓Deployment documentation and handoff materials
✓Deployment as Docker or Kubernetes chart

From

$25,000

Time to value

4 weeks

Fixed-scope implementation + optional retainer

Discuss this offer →

Workflow Automation

Workflow Automation Pilot

Automate multi-step business processes with approval gates, retries, and full audit trails.

Orchestrates email sends, CRM updates, calendar actions, and document routing through a state-machine engine. High-risk steps require human approval before execution. Every action is audited and retryable.

Capabilities

Multi-step state machine with approval pauses
Integrations with email, CRM, calendar, and storage
Idempotent execution with error handling
Per-step audit events and trace correlation
Sandbox mode for safe testing before deployment
Configurable retry and escalation policies

Deliverables

✓At least one end-to-end workflow live in production
✓Approval and escalation playbook
✓Monitoring dashboard for workflow health
✓Acceptance: task completion rate ≥ 95% on the engagement's regression set

From

$35,000

Time to value

6 weeks

Fixed-scope per workflow + retainer for iteration

Discuss this offer →

Voice Intake

Voice Intake Pilot

Structured intake from inbound calls — transcripts, extracted fields, and auto-created tickets with human review.

An inbound voice agent that takes a caller's request, transcribes the conversation, extracts structured fields (intent, sentiment, ticket type), invokes lookup tools, and creates a ticket in your helpdesk. Sensitive responses route to human review before any outbound reply. Per-call eval coverage on transcript accuracy and field extraction.

Capabilities

Real-time STT with provider abstraction (Deepgram / Whisper / equivalent)
Structured intake schema with Pydantic field extraction
Sentiment + urgency classification with escalation routing
Tool calls (CRM lookup, order status, knowledge-base retrieval)
Auto-ticket creation in Zendesk or your existing helpdesk
PHI / PII redaction before logging (healthcare profile)

Deliverables

✓Inbound voice agent live with one structured intake schema
✓Acceptance: transcript accuracy ≥ 0.90 on the engagement's golden call set
✓Acceptance: field-extraction accuracy ≥ 0.85 on the same set
✓Per-call cost dashboard slice
✓Operator playbook for the review queue

From

$20,000

Time to value

4 weeks

Fixed-scope pilot + retainer for tuning

Discuss this offer →

Support Automation

Support Automation Pilot

Assist tier-1 support with safe escalation, KB retrieval, client portal sessions, and measurable containment.

Helps operators handle inbound support queries using knowledge base retrieval, classifies escalations by urgency and sentiment, and creates tickets in your helpdesk. Includes a client-facing support portal for status, replies, and follow-up confirmation. Every unsupported query reaches a human — nothing is silently dropped.

Capabilities

KB retrieval with citation-backed answers
Sentiment and urgency classification
Escalation to human agents with full context
Client-facing support portal with secure session access
Zendesk and external ticket creation
Transcript redaction for sensitive-data environments
Containment rate and CSAT metrics

Deliverables

✓Acceptance: containment rate ≥ 60% on the engagement's golden eval set
✓Acceptance: escalation accuracy ≥ 90% on the same set
✓Client-facing support session access and follow-up visibility
✓QA sampling process and quality dashboard
✓Channel integration guide

From

$30,000

Time to value

5 weeks

Retainer with monthly session-volume tiers

Discuss this offer →

Decision Support

Decision Support Pilot

Generate executive briefings, engagement reports, and sourced recommendations on demand.

Combines structured data access with retrieval to produce source-backed recommendations, weekly delivery reports, and executive summaries. Every recommendation is traceable to the data it came from.

Capabilities

Report generation from structured and document sources
Source attribution on every recommendation
Customizable report templates
Review-before-delivery workflow
Archival with secure retrieval
Reproducibility and consistency evaluation

Deliverables

✓Weekly or monthly report template in production
✓Acceptance: source-attribution coverage ≥ 95% on the golden report set
✓Reviewer approval workflow
✓Acceptance: report generation < 60 seconds p95

From

$30,000

Time to value

5 weeks

Fixed-scope setup + per-report or retainer billing

Discuss this offer →

Multi-Agent Orchestration

Multi-Agent Workflow Pilot

Decompose complex objectives into planner-led steps, specialized sub-agents, and tool calls with budgets, checkpoints, and loop avoidance.

Uses supervisor patterns over repo-native agents and MCP-backed tools so long-running work stays bounded: explicit plans, structured outputs on decision points, correlation across traces, and cost attributed per client, project, and agent. Suited when a single RAG or workflow is not enough — but still governed by the same eval gates and production-readiness path as other offers.

Capabilities

Supervisor / worker graphs with pause, resume, and human handoff
Tool allow-lists and MCP adapters with approval on side effects
Token and cost budgets per task with spike alerts
Loop detection and max-iteration guards
Shared state with Pydantic schemas at I/O boundaries
Golden-path evals for end-to-end task completion

Deliverables

✓At least one production orchestration pattern with runbook
✓Acceptance: end-to-end task-completion threshold (set per engagement) with regression evals in CI
✓Cost and latency dashboard slice for the swarm
✓Handoff checklist and operator playbook for approvals

From

$60,000

Time to value

8 weeks

Fixed-scope multi-agent pilot + retainer for tuning

Discuss this offer →

Solution kits

The repeatable offers the firm can sell and deliver

Kits summarize how work is packaged; the service lines above spell out capabilities, deliverables, and commercial shape in full.

Jump to first service line →

Document Intelligence

Turn policies, SOPs, contracts, support histories, and client knowledge bases into cited assistants with evaluation gates.

Faster lookupCited answersReusable ingestion pipeline

Workflow Automation

Orchestrate CRM updates, emails, calendar actions, approvals, and retries through auditable business workflows.

Approval gatesRetryable stepsIntegration-ready handoff

Support Automation

Help operators contain routine support questions, classify escalation risk, preserve transcript context, and keep humans in the loop.

Measured containmentEscalation visibilityClient support portal

Decision Support

Generate source-backed reports, executive briefs, QBR inputs, and monthly Impact Reports from structured and document data.

Traceable recommendationsReview workflowImpact reporting

Multi-Agent Orchestration

Supervisor-led agent graphs for objectives that need planning, multiple tools, and sub-agents - with the same packaging, evals, and deployment profiles as other service lines.

Bounded autonomyApproval gatesEnd-to-end completion acceptance bar

Ops Retainers

Keep the shipped pilot operating

After a pilot ships, an ops retainer keeps the system meeting its acceptance bar — handles drift, rotates evals, runs the monthly Impact Report, and absorbs small change requests without re-scoping. Three tiers so the retainer matches the workload, not the contract size.

Small

$5,000 / mo

Light advisory, monitoring, and a monthly Impact Report. Right-sized for a single live workflow under steady load.

Best for: Single pilot in production, predictable volume.

Mid

$10,000 / mo

SLA-tier support, prompt + eval tuning, and quarterly business-review materials. Covers multiple workflows or higher-stakes adoption.

Best for: 2–4 workflows live; needs faster response than ticket cadence.

Large

$20,000 / mo

Priority response, multiple workflows, regulated or higher-stakes support with a named on-call engineer.

Best for: Healthcare / financial profile; mission-critical workflows.

Retainers run monthly with 30-day notice. Tier upgrades / downgrades take effect on the next billing cycle. Single-tenant onboarding, healthcare / financial controls, and named on-call escalation are scoped per engagement.

Deployment profiles

Controls are selected per engagement

Profiles keep the platform broad by default while still supporting stricter delivery contexts. Pick the smallest profile that satisfies the client, data, and contract requirements.

General

Default

Standard client deployments for SMB operations, support, internal knowledge, and workflow automation.

Healthcare

Profile

BAA-ready, PHI-aware delivery for healthcare engagements that genuinely require healthcare controls.

Financial

Profile

Stronger audit, access, retention, and review controls for finance and receivables workflows.

Internal

Firm-owned

Operator agents, sales workflows, proposal drafting, case-study extraction, and delivery operations used by the firm itself.

Next step

Choose an assessment, demo, or sales conversation

Kits describe how work is packaged; engagements still start with fit, scope, and measurable acceptance criteria.

Start assessment Contact

Client support portal

As our client you get full visibility into your support sessions

Every support engagement includes a secure, token-based portal where you can check status, read responses, send follow-up messages, and confirm resolution - all within a controlled, auditable session boundary.

Discuss support automation →

Engagement model

Every engagement starts with a paid AI readiness assessment and scored opportunity map.
Implementation follows a fixed-scope model with clear milestones and written acceptance criteria.
Assessment findings that don’t fit a pilot as shipped - a specific integration, a domain rubric, an extra data source - are delivered as a named fixed-price addendum on the pilot’s SOW, under the same eval acceptance contract. Repeat addenda become new productized offers.
Ongoing support is available via retainer with defined response times and escalation paths.

Not sure where to start?

Every engagement begins with a paid AI readiness assessment - a scored opportunity map, risk register, and recommended roadmap that converts directly into a fixed-scope implementation.

Request an assessment