Not knowing where AI actually helps
The hype is loud, but the useful applications for a 50-person firm are specific and practical.
AI & Automation Advisory
Practical AI that saves your team real hours.
The Agent C — the assistant on this site — is an example of what we help clients build. We find the processes where AI pays for itself, choose the right platform, and make sure your data is ready and protected first.
Who it’s for
Businesses curious about AI but unsure where to start, and teams that have tried a tool or two without seeing a clear return.
What’s included
- AI agents and website assistants
- Contact center AI
- Microsoft Copilot readiness
- Process automation
- AI data governance
Problems we solve
Data that isn’t ready
AI tools like Copilot surface whatever users can access, so messy permissions become a real risk.
Paying for licenses nobody uses
Seats get bought in bulk and sit idle because no one defined the workflows first.
What we compare
Every category, side by side.
We go to market across all major providers in each category and show you the trade-offs in plain English.
- AI assistant and agent platforms
- Contact center AI and virtual agents
- Microsoft Copilot and alternatives
- Workflow automation platforms
- AI security and data governance tools
Typical outcomes
What you walk away with.
- Two or three use cases with a measurable return
- A data permissions review before AI goes live
- A pilot with clear success criteria
- Licenses sized to people who will actually use them
How we work
- 01
Discover
We learn your sites, users, contracts and goals, and review current bills.
- 02
Compare
We take requirements to market and bring back a side-by-side of the options that fit.
- 03
Negotiate & implement
We negotiate pricing and terms, then manage ordering, install and cutover.
- 04
Advocate
Billing issues, outages and renewals come to us. We escalate with the provider for you.
FAQ
AI & Automation questions
Have a question that isn’t here? .
Is my business too small for AI?
No. Some of the best returns come from small teams automating repetitive work — intake, scheduling, follow-ups and answering common questions.
What is Copilot readiness?
Making sure your Microsoft 365 permissions, sharing and data labels are in order so Copilot only shows people what they should see.
Can you build an assistant like The Agent C for us?
Yes. We help design the assistant, its knowledge and guardrails, and connect it to your website or contact center.
Is our data safe with AI tools?
It depends on the tool and how it’s configured. We review data handling terms and set up controls before anything goes live.
Talk through your ai & automation options.
Get answers now, any hour. Jay follows up personally within one business day.