/ Services
Four ways
to engage.
From a single readiness assessment to a fully managed agent stack — sized for SMB. Each line stands alone, or composes into an end-to-end engagement.
2 wk min engagement
90 day typical roadmap
Fixed fee
S-01
AI Strategy & Readiness
A 2–3 week diagnostic that maps every workflow touching unstructured input. We score them on cost, frequency, and risk; model ROI for the top 3; and deliver a 90-day roadmap that tells you exactly where AI pays — and where it doesn't.
Assessment
90-day roadmap
ROI model
Risk register
Fixed fee
Explore S-01 →
Auditreadiness-audit.v1
▶ Auto-run
On
Audit offline — switch on to run
01
Intakescan
37 workflows mapped across 6 teams — every place email, PDFs and forms enter the business.
02
Score · cost / freq / riskrank
Quote intake
Support triage
Invoice match
03
Prioritize · top 3ROI
1Quote intake4.2× ROI
2Support triage3.1× ROI
3Invoice match2.6× ROI
04
Model ROIforecast
Est. payback11 weeks
Annual lift$84k
Hours / mo back120
ConfidenceHigh
05
90-day roadmapplan
Day 0–30
Pilot · quote intake
Day 30–60
Build · +2 workflows
Day 60–90
Scale · integrate + govern
06
Verdict delivereddone
A clear map of where AI pays — and an honest list of where it doesn't. Yours to keep, even if you stop here.
0Workflows scanned
0Use cases modeled
0Day roadmap
S-02
Workflow Automation & Agent Deployment
We design, build, and ship the agent — typically 4–8 weeks per workflow. Email, documents, extraction, approvals, reporting. Human-in-loop where it matters; autonomous where it's safe. Every agent ships with a named owner and an off-switch.
Email triage
Doc extraction
Approvals
Human-in-loop
Per workflow
Explore S-02 →
Agentorder-intake.v2
▶ Auto-run
On
Agent offline — switch on to run
01
Inbound09:14:02
sarah.lin@northvalley-mfg.com
Need pricing on 240 units, urgent
Need pricing on 240 units, urgent
02
Read & parse+1.2s
Intent classified — quote request. Routing to extraction.
03
Extract fields+2.8s
Quantity240
Spec6mm powder-coat
DueMar 22
Matched POPO-4412
04
Policy check+4.1s
Draft confidence94%
05
Route+4.4s
Human-in-loop · Sarah
Auto-send
06
Draft queued for review+7.0s
Re: Pricing on 240 units — confirmed. Held for one-click human approval.
0Emails / day
0sAvg handle
0%Auto-cleared
S-03
AI Integration
Most SMBs don't need new software — they need their existing tools to think. We connect LLMs to your CRM, ERP, accounting suite, email, and custom apps. We don't replace systems; we make them intelligent.
CRM / ERP
Email systems
Accounting
Custom APIs
Project-based
Explore S-03 →
Meshintegration-mesh
▶ Auto-run
On
Mesh offline — switch on to run
01
Inventorydetect
CRM
ERP
Accounting
Email
Custom API
02
Connect to modellink
CRM
ERP
Accounting
Email
Custom API
03
Shared contextread
Model reads across 5 sources at once — nothing migrated, nothing replaced.
04
Resolve queryjoin
Q What's our margin on PO-4412?
A 28% — ERP cost × CRM price, cross-checked to the invoice in accounting.
A 28% — ERP cost × CRM price, cross-checked to the invoice in accounting.
05
Write backsync
Answer logged to the CRM note and flagged in accounting — bidirectional, audit-trailed.
06
Livedone
Five systems, one intelligence layer. Your stack stays — it just got smart.
0Systems linked
0Systems replaced
0Intelligence layer
S-04
Ongoing AI Retainer
AI needs maintenance like any system — models drift, prompts decay, edge cases surface. The retainer covers monitoring, prompt optimization, performance reporting, governance audits, and incident response. We run it so you don't have to.
Monthly
Monitoring
Optimization
Governance
From $2.5k/mo
Explore S-04 →
Opsops-monitor
▶ Auto-run
On
Monitor offline — switch on to run
01
Uptimelive
All agents healthy · 99.9% uptime this period.
02
Drift detectedalert
Quote-intake confidence down 7 pts — vendor changed their PO format.
03
Optimizefix
Prompt retuned → v2.3 shipped. Confidence restored to 96%.
04
Governance auditpass
Monthly audit passed — PII redaction verified, access logs clean, off-switch tested.
05
Report+30d
Throughput+18%
Error rate−22%
Tickets resolved1,940
Incidents0
06
Statusgreen
Monitored · Optimized · Governed. We run it so your team doesn't have to.
0%Uptime
0Tunes / mo
0Incidents
Most clients start with one. Many compose all four.
Diagnostic only
S-01 alone. ~3 weeks. You walk away with a roadmap and decide where to take it next — even if the answer is "not yet" or "not us."
Pilot
S-01 → S-02 on one workflow. 8–12 weeks total. The fastest way to put a working agent into production with measurable ROI.
Full deployment
S-01 → S-02 + S-03 across 2–4 workflows. ~6 months. The configuration that produces a system, not a feature.
Run mode
S-04 ongoing, layered onto any of the above. Monthly retainer keeps everything monitored, optimized, and governed without adding overhead to your team.
The engagement is the same. The work it touches is yours.
V-01 · Legal
Legal
Contract review, matter intake, document summarization, billing narratives.
See the agent →
V-02 · Finance
Accounting & Finance
Invoice processing, reconciliation prep, client comms, tax-prep triage.
See the agent →
V-03 · Healthcare
Healthcare
Patient intake, referral processing, clinical notes, scheduling.
See the agent →
V-04 · Insurance
Insurance
Claims triage, policy Q&A, underwriting prep, renewals.
See the agent →
V-05 · Logistics
Logistics & Trucking
Load tenders, customs docs, carrier comms, POD reconciliation.
See the agent →
V-06 · Prof. Services
Professional Services
Research synthesis, proposal drafting, client reporting, RFP responses.
See the agent →
V-07 · Retail
Retail & E-commerce
Supplier comms, inventory exceptions, customer queries, listing copy.
See the agent →
+ · Your industry
Don't see yours?
The methodology doesn't change — only the workflows do. Tell us where the work piles up and we'll map it to your business.
Book a 30-min intro →
Plus six horizontals — Operations, Marketing, Research, Finance, HR, Customer Service — that look the same in every business.
Explore all industries →