We help you automate repetitive tasks - safely and strategically.

We work with you to identify time-consuming processes that can be automated with proper security, reliability, and human oversight—keeping you in control while freeing your team to focus on clients, not admin.

This includes:

• Client onboarding

• Ordering and invoicing

• CRM management

• Reporting

• Data entry

• Email workflows

The result? More time serving clients and growing your business.

Stop searching. Start asking.

Is your SharePoint or Google Drive packed with company guidance, project history, and documents scattered everywhere? Frustrated with Co-Pilot or native search missing what you need?

We build custom AI chatbots that understand your data - powered by models like ChatGPT and Azure AI, but tailored to your specific use cases and refined based on how your team actually works.

How it's different: Unlike off-the-shelf tools, we build a bespoke search system adapted to your most common needs, then continuously improve it based on your feedback.

Security built in:

• Everything stays within your Microsoft environment (SharePoint, Azure, Copilot Studio)

• Respects existing user permissions and access controls

• GDPR compliant and enterprise-grade protection

Real examples:

• "Show me all proposals we've done for financial services clients"

• "What's our policy on remote work expenses?"

• "What approach did we take on the Smith project in 2022?"

• "How do I submit annual leave for December?"

• "Find examples of risk assessment templates we've used"

The benefit? A practical AI tool your whole team can use today, leveraging the data you already have, with the flexibility to upgrade as technology improves.

This is now accessible to smaller firms - no enterprise budget required.

Let your team focus on the questions that actually need them.

Businesses using chatbots for customer service see an average 67% increase in lead generation. We build chatbots that handle routine inquiries - either with AI-suggested responses for human review, or fully automated where appropriate.

The result? Your team stops answering repetitive questions and focuses on complex cases requiring real expertise and judgment.

Common applications:

• Product information and pricing queries

• Booking and appointment scheduling

• Order status and tracking

• FAQ and policy questions

• After-hours lead capture

Stop spending hours on weekly and monthly reports.

Tired of manual data entry, formula errors, and reports that don't actually tell you anything useful?

We build Excel reporting systems that update automatically—using tools like Power Query to pull your data together and create clear dashboards with actionable insights.

Common transformations:

• Weekly sales reports that refresh with one click instead of 3 hours of copy-paste

• Monthly financial consolidations that eliminate manual errors

• Performance dashboards that highlight what needs attention

The result? Reports that take minutes instead of hours, and actually help you make better decisions.