Services
One flagship offer, a clear path in, and a few focused engagements for teams that are not ready for the full department yet.
Flagship offer
AI Set Up becomes your fractional AI department. We identify the workflows, build the agents, connect your tools, host the infrastructure, monitor the systems, fix what breaks, and keep improving the setup every month.
Pricing
$5,200/month
Fully managed. Fixed monthly price. Built for teams that want AI installed, not enterprise procurement.
How to start
Usually starts with a paid workflow audit. If we continue, the audit is credited toward the first month.
Start with a fit callWhat gets installed
Most firms do not need another dashboard. They need fewer dropped follow-ups, less context hunting, faster research, cleaner handoffs, and fewer decisions stuck with the same overloaded people.
Example install
A proactive operational layer that watches incoming signals, retrieves context, drafts replies, tracks follow-ups, and keeps important threads from disappearing.
Example install
An AI operator that researches leads, events, companies, and contacts, then prepares useful context before outreach.
Example install
A system that keeps client context, handoffs, deliverables, and open loops organized across the tools your team already uses.
Example install
For repeatable workflows that are specific to your firm: quoting, onboarding, reporting, intake, research, internal knowledge, or tool-specific processes.
How it works
You do not need to pick from a menu of AI tools. We start with the business friction, map the useful opportunities, then install and manage the systems that are worth keeping.
A 30-minute conversation. You describe the firm, the daily friction, and what keeps slipping. We tell you whether this is a fit. If not, we'll point you somewhere better.
A 90-minute working session inside your actual tools. We map where context lives, what repeats, what gets dropped, and where AI could pay back quickly. You receive a written recommendations sheet. Typical audit: $1,000-$1,500, credited toward the first month if we continue.
If there is enough opportunity, we install and manage the AI department for $5,200/month. That includes buildout, hosting, integrations, monitoring, maintenance, and ongoing improvements. The first month is about adjusting until it sticks; the ongoing work is about keeping it useful, reliable, and out of the way.
In depth
Flagship offer
A fully managed AI department for $5,200/month: workflow mapping, private agents, integrations, hosting, monitoring, maintenance, and monthly improvements.
Read moreOn-ramp
A 90-minute working session that maps your real workflow and identifies the places where AI could pay back quickly.
Read moreEngagement · Install
A practical operational layer that keeps track of email, Slack, calendar, DMs, and company knowledge so context stops leaking.
Read moreEngagement · Build
Custom AI agents that automate repeatable service-firm workflows without forcing your team into a new operating system.
Read moreA full-time operations or admin hire can cost $60k-$90k/year fully loaded. Software still needs someone to configure it, maintain it, and make sure the team uses it. AI Set Up gives you a managed AI department for $5,200/month: the technical setup, the agents, the workflows, the monitoring, and the monthly improvements.
This is for teams where important work keeps waiting on the same overloaded people.
Start with the 30-minute fit call. We'll tell you which of these makes sense for your firm, or whether none of them do.