Deploy an AI
Agent Workforce
Inside Your Firm.

A custom-built system of AI agents that executes real operational work end-to-end. No generalized software that only does half the job. No 18-month timelines or migrations required.

Deploys inside the systems you already run

Microsoft 365Microsoft 365
Google WorkspaceGoogle Workspace
SalesforceSalesforce
iManageiManage
NetDocumentsNetDocuments
WestlawWestlaw
HubSpotHubSpot
OpenTextOpenText
SharePointSharePoint
AderantAderant
EliteElite
Lexis+Lexis+
CenterbaseCenterbase
Microsoft 365Microsoft 365
Google WorkspaceGoogle Workspace
SalesforceSalesforce
iManageiManage
NetDocumentsNetDocuments
WestlawWestlaw
HubSpotHubSpot
OpenTextOpenText
SharePointSharePoint
AderantAderant
EliteElite
Lexis+Lexis+
CenterbaseCenterbase

Our Approach

We don’t sell tools.
We deliver a workforce.

Most AI vendors sell licensed software. Your firm pays for seats. Your professionals get a tool to adopt. The adoption is your problem, the integrations are your problem, the outcomes are your problem.

We deploy a workforce of agents — drafting, review, diligence, intake, reporting — built specifically for your firm’s workflows, integrated with the systems you already run, with a defined human review gate at every step. Your professionals spend their time on judgment. Your partners see work product, not platforms.

A 50-person professional services firm operates like it’s twice the size. Routine work that consumed hours takes minutes of review. You’re paying for the work, not the seat.

How It Works

Four stages from audit to operated system

We map how work actually moves through your firm — by team, by matter or engagement type, by professional workflow. A 1–2 week structured assessment that identifies where an agent system can replace meaningful hours, with full reasoning on what fits and what doesn’t.

We design the agent system around the workflow we picked together — specifications, integration with your existing systems, eval criteria, professional review gates, audit trail. You see every decision before any code is written.

We deploy the agent system inside your firm’s infrastructure — your document systems, your identity provider, your existing tools. No migration. No new platform. Your firm’s data stays in your firm’s environment.

After deployment, we operate the agent workforce continuously — daily monitoring, monthly improvements, quarterly business reviews. A named operator is accountable in the contract for the system’s outcomes.

Outcomes

Your firm runs leaner from day one

4.2 hrs → 0 min

Avg review time

Drafting, review, diligence, and reporting run end-to-end. Your professionals review output, not every step.

+0%

Margin per deliverable

Work that consumed hours now takes minutes of review. Same throughput, fraction of the cost.

0x

Output capacity · same team

Match larger-firm output without larger-firm payroll. Deployed agents close the capacity gap.

Deployment Areas

Where our agents are deployed

We deploy agent systems inside professional services firms across the workflows that consume the most professional hours.

01

Document Drafting & Review

Template-driven drafting, deviation detection against firm playbooks, redline routing, and review-queue management.

02

Diligence & Analysis

Multi-document corpus ingestion, structured extraction by category, and summary reports with citations.

03

Intake & Triage

Incoming work routing, conflict and exception checks, and engagement-setup workflows.

04

Reporting & Reconciliation

Structured-data extraction, cross-system reconciliation, and recurring reporting tasks.

05

Knowledge & Research

Precedent retrieval, prior-work search, and template assembly across verticals.

06

Custom Workflows

Identified in the Audit. Every agent is tuned to your templates, systems, and your firm’s operational logic.

…and firm-specific workflows identified in the audit

Fully Integrated

Built into your existing tech stack

We deploy inside the systems your firm already runs. No migration. No new platform for your professionals to operate alongside their workflow.

If your firm runs something not listed here, that’s an integration we scope during the Audit.

Book a Call

Document Management

iManageiManage
NetDocumentsNetDocuments
OpenTextOpenText
SharePointSharePoint

Practice & Matter Management

AderantAderant
Elite 3EElite 3E
CenterbaseCenterbase

CRM & Productivity

SalesforceSalesforce
HubSpotHubSpot
Microsoft 365Microsoft 365
Google WorkspaceGoogle Workspace

Research & Domain Tools

WestlawWestlaw
Lexis+Lexis+

Sample Agents

Agent specifications

These are representative agent systems. Each one is tuned to your firm’s specific templates, integrations, and operational logic during the Architect stage.

Agent 01

Document Review Agent

NDA review for a transactional law team

Reviews incoming documents against your firm's playbook, redlines deviations with rationale, routes to the professional review queue with confidence scoring. Integrated with your DMS and email.

Capabilities

Playbook-based deviation detection
Markup with cited rationale
Confidence-scored routing
Audit logging of every change suggested
Eval suite tuned to your document type
Agent 02

Diligence Summary Agent

M&A diligence for a corporate practice

Ingests a document corpus, extracts and categorizes findings (contracts, employment, IP, regulatory), produces structured summary by category with citation back to source documents.

Capabilities

Multi-document corpus ingestion
Category-specific extraction logic
Structured summary with linked citations
Workspace-tool integration
Professional review gate for every category
Agent 03

Intake & Triage Agent

Matter intake with conflict checks for a mid-sized law firm

Routes incoming inquiries through standardized intake, runs conflict or exception checks, drafts engagement documents from approved templates, flags partner approval requirements.

Capabilities

Standardized intake form processing
Conflict-check execution and flagging
Engagement document drafting from approved firm templates
Approval routing per firm’s authority matrix
Full audit log per engagement
Agent 04

Reconciliation & Reporting Agent

Cross-system reconciliation for a PE-backed portfolio company

Pulls structured data from multiple operational systems, performs reconciliation against expected patterns, flags exceptions for human review, generates recurring reports.

Capabilities

Multi-system data ingestion
Rule-based and pattern-based exception detection
Recurring report generation
Exception-routing to defined reviewers
Audit trail for every reconciliation cycle

+ firm-specific agents designed during Architect

“Mid-sized professional services firms don’t need another AI tool to license. They need someone who’ll deploy the workforce, operate it, and be accountable when it matters.”

— Grid

See what an agent workforce could look like inside your firm.

A short conversation. We’ll talk through how work moves through your firm today, where the time tax lives, and what workflows would fit an agent system inside your specific practice.

Frequently Asked Questions

Mid-sized professional services firms between 50 and 500 professional staff — law firms, accounting firms, PE-backed services companies, specialty insurance firms, and regional consulting firms. Our deepest workflow library today is in legal; we're actively expanding into the other verticals listed.

Your senior sponsor and operational lead spend about 15–25 hours across the engagement — interviews during Audit, design review during Architect, UAT during Deploy, training session at go-live. We handle the technical work; your firm provides the context only you have.

A 30-minute working conversation. We'll review one or two workflows you'd most want to see an agent handle, talk through the systems involved, and outline what an Audit engagement would cover. No slides, no sales deck.

Agents deploy inside your firm's infrastructure by default. Your client data does not leave your environment. Audit logging is tamper-evident and aligned to your records-retention policy. We work to your firm's existing security and governance framework, not around it.

Most engagements move from Audit to a production agent in 4–8 weeks for a single agent, or 10–16 weeks for a multi-agent workforce across one or two functions.

Yes — that's the point. Every engagement is bespoke to your firm's playbooks, templates, house style, and integrations. The methodology is consistent; the agents are not.

Document drafting and review, diligence summarization, intake and triage, reporting and reconciliation, and knowledge retrieval — among others. We identify the specific high-leverage workflows for your firm during the Audit. The workflows that fit our methodology are high-volume, repeatable, review-gated, and well-defined enough that we can build a real evaluation suite around them.

Four tiers. The Audit ranges from $5K to $15K. Single-agent deployments from $40K to $80K. Multi-agent workforce deployments from $150K to $350K. Ongoing operation runs $8K to $25K per month based on workforce size. Pricing is anchored to the value of work replaced, not engineering hours.

Yes. Agents deploy inside your existing infrastructure — document management, practice or matter management, ERP, CRM, identity provider, domain-specific tools. No migration. We don't replace your stack; we integrate with it.

Our deepest workflow library today is in legal because that's our 2026 focus. The underlying methodology is profession-agnostic and applies cleanly to accounting firms, PE-backed services companies, specialty insurance firms, and consulting firms. We accept inbound from those verticals today.

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