The routine work, handled.
A person still signs off.
Automations for intake, routing, filing and routine drafting that run on hardware in your office. They do the sorting and the first draft, and your staff decide what goes out.
Small jobs, done the same way every time.
Every office has work that follows a pattern: a new inquiry arrives, someone reads it, decides who should handle it, files it and sends a holding reply. An automation can do the reading, sorting and drafting, then hand it to a person to approve.
The workflows run on a local automation engine, the same kind I run on my own hardware. A local language model does the reading and drafting on that machine. If a workflow connects to email or another system, that connection is listed before it's built.
The same intake, with and without automation.
Both rows end in the same place: a staff member reviews and sends. Automation removes the manual reading and drafting in between.
Open the submission and identify the request.
Decide who should handle it.
Find a template and prepare a response.
Verify the details and send the acknowledgment.
Collect the submitted information.
Classify the request and propose an owner.
Use approved templates to draft a reply.
Correct the route or wording, then approve sending.
Illustrative workflow to scope and test with your team. No measured time savings or client outcomes are implied.
Illustrative workflows.
These are examples to scope and test with your team, not measured client outcomes.
Intake routing
Classify a new inquiry, route it to the right person and draft an acknowledgment from your templates.
Document filing
Read an incoming document, suggest the client and matter it belongs to and file it once someone confirms.
Meeting follow-up
Turn a transcript into a summary and a draft follow-up for the person who ran the meeting to edit.
How every automation is built.
Review before sending
Nothing is sent without a person approving it. Drafts wait for review.
Connections listed up front
If a workflow touches email or another system you use, that connection is written into the scope before it's built.
Built to your process
I map how the work happens today before automating it, so the workflow matches your office.
Changed as you change
On the Professional tier, new and adjusted automations are part of the monthly support hours.
Before you book a call.
How many automations come with a build?
Foundation's deployment includes automations scoped in the quote, Professional includes 3-5 custom automations and Strategic Partner 10 or more. The scoped quote names each one.
Does it work with the software we already use?
Often, if that software offers email, file or API access. The discovery call checks your tools, and any outside connection is listed in the quote.
What happens when an automation gets something wrong?
A person catches it at the review step, and I adjust the workflow. That's why review comes before anything is sent.
Start With a 30-Minute Call
Tell me what your team spends its time on. Within a week you get a scoped quote, or a plain answer that local AI is the wrong fit.
Book a Free Discovery CallOr call (470) 706-9787