Services

Automation that runs your operation — built to last.

Three ways I take repetitive, high-volume work off your team's plate — each shipped accurate, secure, and still working months later.

What I build

Automation that pays for itself in hours saved.

Three practices, one discipline: take the repetitive, high-volume work off a team's plate without ever putting accuracy or client confidentiality at risk.

01

AI Email & Workflow Automation

Context-aware drafting and routing that turns hours of repetitive email into minutes of review. Connected to your inbox and CRM, running 24/7.

  • Irrelevant mail filtered before it reaches the queue
  • Matter context pulled from your CRM automatically
  • Replies drafted in your voice, ready to review
  • A human approves every send
Live workflowrunning 24/7
Inbox
AI agent
Draft
Inbox + CRM24/7 agentContext-awareReview-ready
02

RAG Assistants & AI Agents

Assistants trained on your private data and agents that take action — update the CRM, trigger workflows, reason across steps. Accurate retrieval, minimal hallucination.

answer

retrieve → reason → act

03

Document & Intake Automation

Automated intake, document generation, and demand-letter pipelines — secure, structured, and built for the volume and accuracy legal work demands.

IntakeRecordsBilling
document

How I work

From repetitive process to running system.

A clear, low-risk path from the first call to a system that runs your operation — and keeps running.

  1. 1.

    Discovery

    We map the repetitive process you want gone — the triggers, the tools, the edge cases — and agree on what 'done' looks like.

  2. 2.

    Design

    I design the workflow and the AI's guardrails: what it reads, how it decides, and where a human stays in the loop.

  3. 3.

    Build & test

    I build it on production-grade tooling, wire it into your inbox and CRM, and test it against your real, messy data — not a happy-path demo.

  4. 4.

    Run & refine

    It goes live running your operation. I monitor, tune, and stay on for the months that follow — so it's still working later, not just at launch.

Engagement

Three ways to start.

Every one of them begins with the same call, and none of them start with an invoice you didn't expect.

Automation audit

Fixed price

I map the repetitive processes across your team, and tell you which are worth automating, which aren't, and what each would take. You keep the map whether or not you build with me.

  • Process + tooling walkthrough
  • Ranked shortlist with effort and impact
  • No obligation to build
Most common

First build

Fixed price per build

One workflow, scoped to a clear deliverable, built on production tooling and tested against your real data. You watch it run end-to-end before we talk about anything else.

  • One workflow, agreed up front
  • Wired into your inbox and CRM
  • Tested on your real, messy data

Ongoing partner

Hourly

For once systems are live: monitoring, tuning, and the next workflow when you're ready. This is the part most automation gets wrong — the months after launch.

  • Monitoring and tuning
  • Fixes as edge cases surface
  • Expand when it's earning its keep

The stack

Production-grade tools, chosen to last.

The toolkit behind systems that hold up on real data — not demo-ware that breaks in week two.

Automation & agents

n8nLangChainLangGraphMake.com

Models

GPT-4oClaudeAWS Bedrock

Retrieval (RAG)

PineconeFAISSChroma

Integrations

Microsoft GraphClioAirtableStacker

App & backend

Next.jsFastAPISupabasePostgreSQL

Cloud

AWS BedrockAWS ECSVercel

Questions

The questions buyers actually ask.

Still unsure if your process is a fit? The fastest answer is a ten-minute call.

Book a call
  • Yes. Systems run in your environment with your accounts and keys — your data isn't sold or used to train public models. I build to the access and retention rules your work requires, with human review where accuracy matters.

  • A short call to see if a process is worth automating. If it is, I scope a first build with a clear deliverable — usually one workflow you can watch run end-to-end before we expand.

  • Most engagements are fixed-price per build, or hourly for ongoing work. You'll know the number before we start — no surprise invoices.

  • That's the whole point of how I build. It's tested on your real, messy data before launch, with a human in the loop where it counts, and monitored after — so the failure cases are handled, not discovered in production.

  • Law and professional services are my focus, but the same systems fit any business drowning in repetitive email, intake, and document work.

Losing hours to work an AI system could handle?

Tell me about the process. I'll tell you straight whether it's worth automating — no pitch, no obligation.

Book a call