Managed AI Assistant
Ready to use AI, but not build or maintain it?
Give your team an assistant for agreed tasks. We connect the tools, set permissions and keep the workflows working.
You use it. We manage it.
More work done. Without another hire.
An AI assistant your team can use—or a recurring process handled for you. We set it up, keep it running and deliver the agreed work.
Start small. See useful work before a bigger commitment.
What would you hand off?
Watch the demo, or tap your tasks.Pick your tasks. Share the list.
Institutional experience behind the systems
Asset Management
An assistant. Or the work, handled.
Same goal. Different levels of involvement.
Work Done for You
Need the work done, not another tool to learn?
Hand off a defined recurring process. We operate it, handle exceptions and deliver the output. You review what needs your decision.
You get the work. We run the process.
Useful work. Not another dashboard.
Illustrative outputs—not customer results.
Records in. Documents ready.
A spreadsheet becomes PDFs and email drafts. You review and send.
What could come off your plate?
- Lead handling: inquiry details captured, follow-ups logged, exceptions flagged.
- Inbox & admin: messages organized, drafts ready, decisions highlighted.
- Recurring reporting: records turned into a clear summary or document.
Start with one job. Expand when it proves useful.
See another example: an inbox turned into an action list
Messages categorized and items needing a person flagged. An illustrative workflow, not a measured client result.
Prefer an assistant? See how your team might use one
Illustrative conversation. Tasks and permissions are agreed before launch.
Start with value. Then decide.
No full-system commitment up front.
1
Show us one task
A free 15-minute conversation about one recurring job and what a useful result looks like.
2
See a useful first step
If it fits a standard workflow, a small example using anonymized input. Otherwise, a practical recommendation.
3
Hand off the recurring work
Agree scope, price and permissions. Test before launch, then monitor and review what gets delivered.
What is one task you would hand off?
Choose a 15-minute call. Bring one recurring job—not your whole business.
Choose a time
Answer three short questions when you book. Your confirmation and Google Meet link arrive automatically.
Pick a task above, or describe it when you book.
A few practical details.
What does it cost?
The first 15-minute call is free. For ongoing work, we agree the outputs, setup fee, monthly fee and software costs before starting. Volume, permissions and support are scoped—not unlimited.
What is included in the free first step?
One focused conversation, then a small example for a supported workflow or a practical recommendation. Not a custom build, account integration or a production agent. Share only anonymized input.
What if I just need advice?
That is available too. A focused assessment can clarify your options before implementation. You do not have to buy one before a clear-fit managed package.
What stays under my control?
Your accounts, business decisions and agreed approvals. We define permissions, support, usage limits and handoff before launch. New workflows are scoped separately; sales and rankings are not guaranteed.