01
Advisory & Consulting
Typical firms Management consulting, strategy consulting, IT consulting, HR consulting, operations consulting, change management firms.
Industries
Built for firms that run on people.
We work with $5M–$20M professional services firms across 17 categories of expertise. The pattern is the same in every one of them: senior people doing too much low-leverage work, growth bottlenecked by headcount. Below are the kinds of firms in each category we typically partner with.
The throughline
The industry doesn't matter as much as the shape.
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Senior people are the product. Revenue is generated by experts whose time is the scarcest resource in the firm. Every hour of theirs spent on low-leverage work is hours of capacity lost.
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The work is repeatable, even when it feels custom. Proposals, briefs, intake, reports, follow-ups, status updates, billing prep, every firm thinks theirs is unique. Underneath, the patterns rhyme.
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Growth has historically meant hiring. The default growth lever is more headcount. That makes the next leg of growth slow, expensive, and dependent on a labor market you don't control.
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The data already exists. Past work product, CRMs, project tools, email, accounting systems, your firm has the raw material. AI just needs a system around it to turn it into capacity.
If your firm runs on senior people's time, you're in the right place.
The 17 categories
Where we install AI systems.
02
Financial & Accounting
Typical firms CPA firms, bookkeeping firms, fractional CFO practices, tax advisory, audit firms, forensic accounting, FP&A firms.
03
Legal
Typical firms Law firms (all specialties), immigration practices, IP & patent firms, compliance advisory, legal-ops firms.
04
Engineering & Architecture
Typical firms Civil, structural, mechanical, electrical, and environmental engineering firms; architecture firms; MEP firms; land-surveying firms.
05
Marketing & Creative
Typical firms Agencies (digital, brand, PR, performance, SEO/SEM), content studios, media-buying firms, social-media agencies.
06
Technology Services
Typical firms MSPs, IT-services firms, cybersecurity firms, software dev agencies, data-analytics consultancies, cloud-migration firms.
07
Staffing & Recruiting
Typical firms Executive search, staffing agencies, RPO firms, temp & contract placement firms.
08
Life Sciences & Healthcare Services
Typical firms Biopharma consulting, clinical-trial management, regulatory affairs, medical writing, healthcare-IT consulting, medical-billing firms.
09
Real Estate Services
Typical firms Commercial brokerage firms, property-management companies, appraisal firms, real-estate development consultancies.
10
Insurance
Typical firms Independent insurance agencies, benefits-consulting firms, actuarial firms, claims-management firms, TPAs.
11
Wealth & Investment
Typical firms RIAs, family offices, wealth-management firms, financial advisory practices.
12
Environmental & Compliance
Typical firms Environmental consulting, ESG advisory, safety & compliance firms, risk-management consultancies.
13
Training & Education
Typical firms Corporate training firms, L&D consultancies, executive-coaching practices, e-learning development companies.
14
Research & Analytics
Typical firms Market-research firms, data-science consultancies, competitive-intelligence firms, survey & insights agencies.
15
Design & UX
Typical firms UX/UI agencies, industrial-design firms, interior-design firms, product-design studios.
16
Logistics & Supply Chain
Typical firms Supply-chain consulting, freight brokerage, customs brokerage, 3PL management firms.
17
eCommerce Services
Typical firms Amazon agencies, marketplace-management firms, eCommerce-ops agencies, DTC growth agencies.
18
Yours, probably.
If you don't see it Anything else where senior people sell expertise by the hour. If your firm runs on its people, the system applies. Ask us →
Same shape, different industry
Your firm isn't a category. Your build won't be either.
Every engagement starts with a diagnostic of how your team actually works, in your industry, in your stack. We then build the three to five workflows that will return the most capacity, with your data, owned by your people.