Resources
Playbooks, Tools, and Real Results
Everything we've published to help professional services and contract manufacturing firms scale on systems instead of headcount - case studies, comparison guides, the ROI calculator, and a library of 334 AI use cases.
Tools
Interactive Tools & Workshops
ROI Calculator
Estimate capacity recovered, pipeline growth, and budget savings against your firm's numbers.
AI Accelerator Workshop
Structured working session that maps your top 3 automation opportunities and builds the roadmap.
Free AI Opportunity Assessment
Answer a few quick questions - we'll send back a personalized assessment of where AI will create the biggest impact.
AI Agents Catalog
Production-grade AI agents we deploy - from lead qualification to client reporting.
Proof of Work
Case Studies
Berry Law
Leads Up 326% While Cutting Google Ads - An AI Operations Layer for a Law Firm
Qualigence
An AI Sourcing Agent That Cut Sourcing Time 36.2%
Production Theory
13% Efficiency Gain - Sales to Signature, Run by Agents
Manely Law Firm
A Full CRM Migration Plus a Custom Smokeball Integration - In 2.5 Weeks
Karbon
Saved $250K in Annual Salesforce Licenses
Private Equity
42% Cut in Licensing Costs - Merging Two Acquired Companies' Systems in 88 Days
Insights
Operating Playbooks & Analysis
AI Agents and B2B Operational Scalability
The headcount math on AI agents in B2B ops: what scales without people, proof from three named engagements, and how to automate one workflow safely.
How AI Agents Are Reshaping B2B Operations
What an AI agent actually is inside a B2B operation, the workflows worth automating first, and how three named firms cut process work without adding headcount.
AI-Enhanced CRM and ERP Integration
Why CRM and ERP systems drift apart, what a real AI-driven integration layer does, and how three client engagements killed manual re-keying without a bigger ops team.
AI Use Case Library
334 AI use cases documented across 14 industries - problem statement, ROI data, implementation steps, deployment timeline.
Comparison Guides
Vendor-neutral comparisons of AI consulting firms, automation platforms, and finance tooling - so you can make informed decisions before you buy.
Want to know where AI pays for itself in your firm?
Start the free AI Opportunity Assessment. Your two biggest bottlenecks in, a personalized read on the work you were about to hire for out - in about a minute.
Start the Free AI Opportunity Assessment