What each client needed, and what we did about it.
AI Solutions
A morning report instead of a morning of searching
The need: reach new opportunities first, without someone spending hours every business day searching public court records by hand, and missing days when things got busy.
We built a monitor that checks the filings every morning and puts a clean report of every new match in the team's inbox before the workday starts. Every report is archived, and widening coverage is a settings change, not a new project.
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AI Solutions + AI Governance
Recovering billable time, with every timekeeper in control
The need: revenue the firm had already earned but never billed, because calls, emails, documents, and internal chat didn't make it onto a timesheet.
The design turns that activity into suggested time entries in each timekeeper's own account. Each person reviews and approves their own entries, which then flow to billing, so the firm recovers the revenue and everyone stays in control of their own time. A privacy charter and a buy-versus-build comparison come first, and a small pilot ends at a go/no-go decision.
AI Solutions
From internal AI experiments to numbers finance can rely on
The need: commission reporting that finance could trust, from AI tools the team had already started building on its own.
We defined the production architecture, access, and sensitive-data boundaries; worked with the accounting system's consultants on read-only data access; and scoped a pilot that is tested against known-good results, with human review, before anyone relies on it.