You hired experts. They spend their billable hours on proposals, status reports, and chasing invoices.

Having a CRM and using it effectively are two different things. In our experience, 80% of firms have a CRM with significant data quality issues, incomplete pipeline stages, and no automation. We rebuild the foundation, not the tool.

Absolutely. AI doesn't replace relationships - it gives your team more time to invest in them. By automating the admin, follow-up, and reporting overhead, your principals spend more time on clients and less on spreadsheets.

30-60 days for the first system. Most firms feel relief first in business development hygiene, proposal turnaround, or client reporting.

It's the opposite in practice. The AI takes over back-office work - notes, follow-ups, status updates, scheduling - so partners spend more time in the relationship work, not less.

It frees billable staff from non-billable admin. Most clients see utilization climb without adding headcount, and realization improves because more billable hours actually get captured.

We integrate with what you have - HubSpot, Salesforce, Kantata, BigTime, ClickUp, and the rest. We don't replace the system of record; we make it actually work.

We start where the pain is, not where the demo is. The first system goes live for one team, proves out, then expands. No firm-wide rollout before something is working.

Because hiring is the reflex, and it's the expensive one. You've been sold enough AI to distrust the pitch, and you should - most of it is hype. But throwing a body at the backlog is its own trap. Ten more admin and ops hires runs roughly $1M a year in loaded payroll (a stated assumption at about $100K each), plus three to six months of ramp each, for proposals, reporting, and follow-up a system runs once. Your experts stay on the billable work they were hired for; the system handles the admin. You move from staffing every gap with headcount to a firm where your people do the judgment work and systems do the process work. This is about the roles you haven't posted yet, not the team you have.