We know your software, your busy season and your rules.

Accounting & bookkeeping

Be ready before tax season, not buried in it.

Chasing client documents is the number-one complaint in accounting firms. We automate the chasing, reading and data entry, handle the compliance paperwork, and have it running before January.

Tax Season Ready Pack · $6,500 + $595/mo

Independent insurance agencies

Certificates, renewals and proposals, handled in minutes.

Agencies run on repeat service work: COI requests, endorsements, renewal remarketing and side-by-side quotes. We automate the routine steps so CSRs and producers spend their time on clients.

Agency Service Desk Pack · $7,500 + $895/mo

Small law firms

Answer every lead and keep every client informed.

In Clio's own study, only 40% of law firms answered a prospective client's call. We automate the operations side: intake, conflict checks, scheduling, document assembly and status updates. Legal judgment stays with you.

Intake-to-Engagement Pack · $6,000 + $795/mo

Property management

Maintenance calls answered at 2am. Owners updated without the busywork.

Tenant calls, work orders, leasing inquiries and owner reports eat every day. We put an agent on the phones and the paperwork so your team handles only what needs a person.

Door Desk Pack · $5,500 + $695/mo

Trades & home services

Never miss a job because nobody picked up.

When you're on a job, the office work waits: missed calls, late estimates, invoices nobody chases. We answer the phone, speed up estimates and keep follow-ups going so the work keeps coming in.

Never Miss a Job Pack · $3,500 + $449/mo

Small manufacturers · pilot

Purchase orders and RFQs off the desk, shop knowledge on the record.

North Central Massachusetts has more than 440 manufacturers and almost no one helping them with AI. We start with a 60-day pilot on the paperwork between the inbox and the ERP.

Shop Floor Pilot · $4,000 + $595/mo after the pilot