Practical AI for service businesses, by industry.
Each industry has its own software, rules and bottlenecks. Pick yours to see the workflows that usually pay back first, what stays human and how we would measure it.
Law firms
Most small and mid-sized firms do not have a technology problem so much as a handoff problem.
8 workflows →Accounting and CPA firms
Most CPA firms are not short of software.
8 workflows →HVAC companies
An HVAC company's year is shaped by the weather.
8 workflows →Plumbing companies
A plumbing company makes its money in the gap between the phone ringing and a truck rolling.
8 workflows →Electrical contractors
Most electrical contractors we talk to are not short on work.
8 workflows →Roofing companies
A roofing company lives and dies by what happens after the phone rings.
8 workflows →Construction and general contractors
Most general contractors are not short on software.
8 workflows →Property management companies
Property management runs on volume and response time.
8 workflows →Real estate brokerages
A brokerage's technology bill grows every year: a CRM like Follow Up Boss or BoldTrail, a lead source or two, transaction management in SkySlope or Dotloop, a marketing tool, and whatever each agent buys on their own.
8 workflows →Insurance agencies
An independent agency runs on a handful of systems that rarely agree with each other: the agency management system, a comparative rater, carrier portals, a phone system and a shared inbox.
8 workflows →Financial advisory firms
An independent advisory firm runs on a familiar stack: a CRM such as Redtail, Wealthbox or Salesforce, a custodian like Schwab or Fidelity, a portfolio system such as Orion or Black Diamond, planning software, an archiving tool and a great many PDFs.
8 workflows →Dental practices
A dental practice's economics are decided at the front desk as much as in the operatory.
8 workflows →Medical and specialty clinics
Most independent clinics are not short on software.
8 workflows →Veterinary clinics
Veterinary hospitals run on a small front desk, a full appointment book and a phone that rarely stops.
8 workflows →Marketing agencies
Agencies sell expertise but lose margin on admin.
8 workflows →Architecture firms
Most architecture firms do not have a technology problem in the studio.
8 workflows →Engineering firms
Civil, structural and MEP firms run on billable hours and licensed judgment.
8 workflows →Staffing and recruiting agencies
Staffing runs on speed and spread.
8 workflows →IT managed service providers
Most MSP owners we talk to already run a PSA, an RMM, a documentation platform and a quoting tool.
8 workflows →Nonprofit organizations
Most nonprofits we would talk to are not short of software.
8 workflows →Consulting and professional services firms
In a consulting firm, every hour a partner spends formatting a statement of work, chasing an invoice or rebuilding a status deck is an hour not spent with clients.
8 workflows →Landscaping companies
A landscaping company runs on a few things that are hard to see from the office: how fast a new lead gets a site walk, how accurately the estimator prices labor hours, and whether crews spend the day mowing or driving.
8 workflows →Commercial cleaning companies
A commercial cleaning company sells square footage and delivers labor hours, mostly at night and mostly unseen.
8 workflows →Home remodeling companies
A remodeling company sells something expensive and personal, then lives in the client's house for months.
8 workflows →Physical therapy clinics
Most outpatient PT clinics are not short of referrals.
8 workflows →Logistics and freight companies
In a brokerage or small carrier, margin disappears in the minutes between systems.
8 workflows →Event and catering companies
Event businesses win and lose work on response time.
8 workflows →Auto repair shops
Most independent shops are not short on cars.
8 workflows →Small manufacturers
In most job shops and contract manufacturers, the bottleneck is not the machines.
8 workflows →Tax preparation offices
In a busy tax office, preparers are rarely the bottleneck in February.
8 workflows →Bring one expensive workflow. Leave with a clear next step.
In 30 minutes we look at one recurring workflow, what it costs you today and whether there is a credible case to improve it. If there is not, we will say so.
30 minutes with Phil or Martin. No technical brief, no pitch deck. Phil or Martin replies personally, usually within one business day.