Free · 3-5 days · No obligation
AI Opportunity Audit
We map your operations, find the highest-ROI automations, and hand you a ranked plan with payback math. Yours to keep, whoever builds it.
No obligation. No follow-up sequence.
client portal
One place your clients log in and see the work, the invoice and the outcome
Proposals, invoices, delivered work and outcomes in one client login. Billing can follow the outcome, and money never moves without a person's OK. 5x ROI in 30 days. Or we work for free.
Teams we build for
- Hoyes Michalos
- Nurse Next Door
- Fedi
- UBC Sauder
- Merchant House Capital
- Picton Investments
- Campbell Froh May & Rice LLP
- Barnakl
- Hungerford
- Breez
Teams we build for
- Hoyes Michalos
- Nurse Next Door
- Fedi
- UBC Sauder
- Merchant House Capital
- Picton Investments
- Campbell Froh May & Rice LLP
- Barnakl
- Hungerford
- Breez
Teams we build for
- Hoyes Michalos
- Nurse Next Door
- Fedi
- UBC Sauder
- Merchant House Capital
- Picton Investments
- Campbell Froh May & Rice LLP
- Barnakl
- Hungerford
- Breez
The problems this solves
01
Every status question is an email.
The client wants to know what they owe and what they got for it. They write to you, someone digs, and a day goes by before the answer lands.
02
The invoice arrives without the work beside it.
The client reads a figure and has to remember what it paid for. Slow payment usually starts as slow recall, not refusal.
03
Chasing overdue invoices always waits.
The polite reminder is awkward to write, so it gets postponed. The balance ages while everyone finds something easier to do.
04
Outcome billing dies in the spreadsheet.
You agreed to bill on results. Proving those results each month means assembling evidence by hand, so the agreement quietly slides back to hours.
05
The account lives in scattered tools.
Proposals sit in one system, invoices in another and the delivered work somewhere else again. Nobody sees the whole client at once.
What we build
01 · Client login
Each of your clients gets a login of their own. Inside it they see their proposals, their invoices, the delivered work and the outcomes it produced. Nothing to install and nothing to request.
02 · Delivered work
Finished work posts to the client's feed as it ships, linked to the engagement it belongs to. By the time the invoice lands, the proof is already there.
03 · Outcome billing
An invoice can be tied to the outcomes recorded in the feed, so the bill cites what the work produced instead of only the hours it took.
04 · Follow up
When an invoice goes overdue, the system drafts a polite reminder and then a firmer one. Every draft waits for a person to read it and send it.
05 · The OK
Anything that moves money shows up as needs your OK. Sending an invoice, applying a credit or writing off a balance waits for a person, every time.
What's included
- A login for every client, showing their proposals, invoices, delivered work and outcomes
- Billing wired to the systems you already run, so nothing gets typed twice
- Escalating follow up drafted for a person you name to send
- Your team trained to run the portal without us. Cancel anytime
Where this lands hardest
AI for professional services firms→
Engagement status and fee notes your clients check without emailing the partner.
AI for accounting firms→
The fee note and the work it covers, visible before the client calls to ask.
AI for recruiting and staffing firms→
Placement invoices that arrive beside the placements they bill for.
Weeks, not quarters.
How the full engagement works01 Discovery
WEEK 0
02 Prototype
WEEKS 1-3
03 Deploy & train
WEEKS 4-8
04 Run & improve
WEEK 9+
How we build it
Step 01
Start with the delivered work feed.
The portal earns the login before it carries an invoice. Work posting as it ships is what brings a client back, and a bill the client can verify at a glance is the one that gets paid without a phone call.
Step 02
Tie billing to outcomes once the feed is trusted.
Outcome billing works when both sides believe the record. Invoices start citing outcomes after your clients have watched the feed match reality for a while, and not before.
Step 03
Draft the chase, keep the send human.
The system writes the polite reminder and the firmer one after it. A person you name reads and sends each message, which keeps the tone yours and the responsibility clear.
What we will not automate
Moving money. An invoice, a credit or a write off is proposed, never executed, without a person. The system drafts, reminds and flags, then waits for the OK.
What that means in practice
MLOps and infrastructure
The plumbing that keeps AI running in production: deployment, scaling, monitoring and retraining, so it does not quietly degrade after launch.
Where we stop. We do not park your system on infrastructure only we understand. If your platform team runs Kubernetes on AWS, we deploy there. The architecture has to survive us leaving; that is the point of it.
Security, privacy and governance
Keeping your data yours, and your AI safe to put in front of customers.
Where we stop. We do not claim certifications we do not hold, and we will not ship a customer-facing agent without a human gate and an eval suite. If a vendor cannot offer no-training terms, it does not get into the stack.
Agents and orchestration
AI that does the work instead of just answering: looks things up, calls your systems, completes multi-step tasks, and knows when to hand off to a human.
Where we stop. Multi-agent swarms are oversold; most jobs need one well-guarded loop. If a cron job and a script solve it, that is what we build, because 90 percent per-step accuracy compounds to 59 percent over five chained steps and no framework changes that arithmetic.
Questions? Straight answers.
Also built here
Three ways in
Three ways in. No long discovery.
Paid · Fixed scope
First Build
One high-ROI system, built on your real data and deployed in your stack, with your team trained to run it. Fixed scope. Quoted after the audit. Covered by the 5x ROI guarantee.
Scope my first build
Paid up front. Cancel anytime after.
Free · 15 min
Intro Call
Fifteen minutes with James, not a sales rep. Bring your worst bottleneck, leave with a straight answer.
Book 15 minutes
No pitch deck.
Every first build is covered: 5x ROI in 30 days. Or we work for free. Read the full terms
Start free. Know your number in five days.
A 3 to 5 day audit of your operations, ending in a plan with the ROI math attached. No obligation.