You didn't build your firm to do data entry.
But somewhere between the client intake forms, the follow-up emails, the scheduling back-and-forth, and the reports nobody reads until the last minute — that's exactly what's happening. Your best people are buried in admin work. And you're paying them to do it.
AI can handle the busywork. The actual question is whether someone can set it up right, for your specific business, without turning your office into a science experiment.
That's what we do.
Two things. We do them well.
AI & Automation
We find the workflows burning your team's hours — client intake, document prep, scheduling, follow-ups, reporting — and build AI systems that handle them. Not off-the-shelf software with a chatbot bolted on. Custom systems fitted to how your firm actually works.
- Workflow diagnosis and automation
- AI tools your team will actually use
- 30-day results or you'll know fast
Web Design & Development
Your website is the first thing a potential client sees. If it looks like it was built in 2018 — or worse, yesterday by a template — they're already forming opinions. We build sites that look like you spent ten times what you did. Because the design system we've built lets us.
- Sites that load fast and look sharp
- Built to edit without calling a developer
- From one-pagers to full custom builds
Three steps. No mystery.
We listen.
A free 60-90 minute diagnostic. We learn how your firm runs, where time disappears, and what's actually fixable. You get a written recommendation — whether or not you hire us.
We build one thing.
One workflow. Fixed fee. Four to six weeks. You'll see measurable results — hours saved, errors reduced, capacity freed up — before we talk about anything else.
You decide what's next.
If the first project works (it will), we scope the next one together. No retainers. No commitments beyond the current project. One win leads to the next.
You know your business.
We'll help AI fit in it.
Between us, we carry 31 years of Fortune 50 experience across strategy, finance, digital commerce, and operations. We've run billion-dollar P&Ls, managed global teams, and built systems that work at scale.
We keep meeting smaller firms — smart firms, growing firms — struggling with problems that already have solutions. The tools exist. The playbooks exist. Most businesses just don't have access to the people who know how to run them.
That's where we come in.
Meet the team →Brady Wolford
Strategy & Client Partnerships
16 years in corporate strategy, finance, P&Ls north of $2B. The one who figures out what to build.
Marc Wargo
Operations & Delivery
15+ years in digital commerce, store ops, cross-functional coordination. The one who makes sure it gets built.
Built for firms like yours.
Good fit
- Professional services firm (accounting, law, financial advisory, consulting, architecture)
- 15-75 employees
- Growing, but your team is stretched
- Curious about AI but skeptical of the hype
- Want to see results before committing to more
Not our thing
- Enterprise teams with dedicated IT departments
- Solopreneurs or very early-stage startups
- Looking for someone to "just install ChatGPT"
- Want a 12-month strategy deck, not a working system
- Need a full-time CTO (we're consultants, not employees)