We help small law firms, accounting practices, and financial advisors adopt the AI tools that matter—without the complexity, overwhelm, or wasted spend.
We don't sell you on AI hype. We identify what tools will generate ROI for your specific firm, then help you implement them.
A comprehensive assessment of your current tech stack, workflows, and data readiness. You get a clear report of which AI tools will actually help your firm—and which are just noise.
We handle everything: tool selection, procurement, configuration, integration with your existing systems, and hands-on training for your team. Walk away with AI actually working.
Monthly check-ins, new tool evaluation, troubleshooting, and training for new hires. Stay current as AI evolves without having to become an expert yourself.
Your website is your first impression. We build modern, professional sites that reflect your firm's expertise—fast, mobile-friendly, and designed to convert visitors into clients.
We specialize in firms where people are the product—and where AI can multiply their impact.
Harvey, Clio, Spellbook for research, drafting, and practice management
Learn moreBasis, Botkeeper, TaxDome for bookkeeping automation and client service
Learn moreNevis, Jump AI for client prep, portfolio analysis, and compliance
Learn moreAffinity, Clay, Decile Hub for deal flow, research, and portfolio tracking
Learn more
We're a team of Harvard Business School students who've spent years at the intersection of technology and business.
Our backgrounds span top venture capital firms in the Bay Area—where we watched hundreds of startups build workflows that let small teams punch far above their weight—to fast-growing AI companies, where we got hands-on with implementation: not just picking software, but making it actually work.
We came together around a simple observation: the AI tools transforming the best companies in Silicon Valley could do the same for a 20-person law firm or accounting practice. But most small firms don't have the time, expertise, or access to figure out what actually works.
That's the gap we're here to close.
We've seen what works across hundreds of companies
We've implemented these tools ourselves
We recommend what's right for you, not who pays us
Every recommendation ties back to measurable value
A clear process that respects your time and delivers results.
30 minutes to understand your firm, your pain points, and whether we're a good fit.
We assess your tech stack, interview key team members, and identify high-impact opportunities.
Tool procurement, configuration, and integration. We do the technical work so you don't have to.
Hands-on training for your team, documentation, and ongoing support to ensure adoption sticks.
Tools we implement
Book a free 30-minute discovery call. No pitch, just an honest assessment of whether AI can help your firm.