Documents and data entry
AI reads incoming documents and emails, pulls out the details and enters them into your systems, with a person approving before anything goes out.
Insurance agency: 12 hours to 30 minutes per proposalImproving business operations
Less repeated work, fewer bottlenecks, measured results.
For owner-led, family-owned and established businesses whose teams spend their days reading, retyping and chasing. We find the bottlenecks and repeated work, fix what pays back first across processes, systems and AI, and measure the results before and after.
The questions owners ask us
Your business works. Too much of it still runs on people retyping, chasing and checking.
Admin grows faster than revenue. The same details are read from documents and typed into three systems. Updates are chased by email, and reports are pulled together by hand.
We find the bottlenecks and repeated work, fix what pays back first, whether that is the process, software you already own, connecting systems or AI, and measure the results before and after. Every recommendation comes with its estimated cost, savings, assumptions and payback.
- “Which of our day-to-day work could AI actually take over?”More than you might think, and less than vendors claim. Half a day on your own documents and emails will show you which.Operations AI Session
- “We're growing, but admin is growing faster. Where is the time going?”Into a handful of bottlenecks and repeated tasks, usually. We find them, measure them and rank the fixes.Operational Efficiency Review
- “We know what needs fixing. Who will actually deliver it?”We will: one agreed improvement, delivered with your team and measured before and after.Operational Improvement Project
- “If our longest-serving people retire, who knows how we do this?”Write it down while they're here, and make it easy for everyone else to find and use.Knowledge Capture and Handover
- “Every vendor now sells ‘AI’. Who do I trust?”Someone with no vendor ties, who checks the contract before you sign.Systems Roadmap
- “Who looks after all of this once the project is over?”Someone senior has to own it. That is what an on-demand CTO is for.On-Demand CTO
Start here
Half a day, using your own work.
Improving business operations
Operations AI Session
Half a day with the people who do the work, to find the processes AI can take on.
We sit down with you and the people who run the day-to-day and look at where their time goes: the documents they read, the details they retype, the emails they chase. We show our AI agents working live on your own documents and emails, and you leave with a shortlist of processes worth automating and a rough payback for each.
- Timeframe
- Half a day
- Where
- On site or remote
- Your time
- Half a day for you and two or three people who run the day-to-day
- Best for
- Owners who can see admin and document work eating their team's time
What we might recommend next
After the session you get a one-page summary and a recommended next step, with a rough cost and payback. Nothing more is booked unless you decide. You’ll hear back within one business day of asking, and we confirm the date, what we will look at and the fee in writing before anything is booked.
Not sure which? Tell us the problem and we’ll help you choose.
It might be neither: a stalled software project, or nobody owning technology. We help with those too: Systems Roadmap, On-Demand CTO and Implementation Rescue.
What we improve
The work that eats your team’s time.
Measured results
Less re-keying, faster turnaround, measured before and after.
Independent insurance agency · Southern CaliforniaDocument and admin work automated for the agency's staff
AI now reads incoming documents, pulls out the details and prepares proposal paperwork across the agency's systems, carrier portals and email, so staff stop re-keying the same information.
30 min to prepare a proposal, down from 12 hoursRead the case studyManufacturer · Southern CaliforniaOne consistent way to quote jobs at a family-owned manufacturerAs on-demand CTO for a new operations system, we designed how estimates and pricing work and used AI to convert years of old estimates, so the team quotes from the same data.
3 years of estimates turned into one quoting data setRead the case studyCreative industry association · New York and EuropeA conference captured, analysed and reported by AI in real timeLive transcription of every keynote, breakout and interview, an AI agent pulling quotes and themes onto the venue screens as they happen, and a branded post-event report with takeaways within a week instead of a written summary weeks later.
1 week from a live conference to the full report, instead of weeks laterRead the case studyFree calculator
What is repetitive work costing your business?
Put in how many people do document and admin work and how long it takes them. See the cost a year and what the staff time a first automation could free up is worth. Nothing is stored.
Let’s talk