Custom agentic AI for owner-led companies
Menu of systems
Built into your company by a licensed general contractor who built it for his own company first. Pick one piece or the whole set. Every build starts with a free one-page Blueprint.
The full system, installed in your office
The whole set as one system: a private AI server in your office, your workflows running on it, the general notes around it, and care every month. Build it all at once or one piece at a time; your Blueprint sets the order.
Private AI
Runs on a computer in your office. Client data stays in the building.
Private AI server
A small machine in your office runs an AI model locally. Your staff ask it about your own files, and client data stays in the building.
Company brain
Answers from your procedures, contracts, past jobs and policies, so a new hire asks the system before they ask you.
Workflows
Agents that do the office work, inside the tools you already use.
Paperwork agent
Reads and checks invoices, insurance certificates, W-9s, leases and applications, then enters them into your books or CRM.
Portal agent
Works the websites and old software nothing connects to: carrier portals, supplier portals, permit sites. It downloads, enters and checks, and asks before anything goes out.
Revival agent
Works old leads and past customers with follow-ups drafted for your approval, starting from a list you already own.
Deadline watch
Watches licenses, insurance certificates, renewals and filing dates, and flags each one early.
Custom code
Software written for your company, running on your own accounts.
Connecting code
Joins the tools that don't talk to each other: QuickBooks, your CRM, the job board, the bank, email.
Spreadsheet to app
The spreadsheet that runs your company becomes a small app, with one place for each fact and a record of every change.
Owner's dashboard
One screen with the numbers that matter, pulled live from your own systems.
Safety and people
The rules, the training and the upkeep.
AI safety review
Finds where staff paste client data into public AI tools, then sets the rules and a safe setup.
Team training
Your staff learn the system and safe AI habits, on your own work.
Care
Monitoring, updates and fixes every month, so the system keeps pace with the company.
How it works
- WalkthroughWe walk through your company together, in person or on a call.
- BlueprintOne page, free, yours to keep.
- BuildA five-figure engagement, scoped in writing before work starts.
- InspectionIt drafts beside your team on real work before it runs alone.
- CareMonthly: monitoring, tuning and fixes.
General notes
- It asks before it sends, spends or deletes, until you approve a task to run alone.
- Every action is logged in plain English: what it did, when, and why.
- It runs inside your accounts, and client information goes only to tools you approve.
- Every part has an off switch. Turn one off and that work returns to your team.
- Before it goes live, it passes a launch checklist: it says it is automated where the law asks, texts need consent, emails carry an opt-out, forms carry a privacy notice.