01
Document & Data Intelligence
Reverse-engineering proprietary formats. Extracting structured data from PDFs, scans, and legacy systems. Penny-perfect conversions across vendor lock-in.
Mitchell · CCC · AWF · OLE2
Bespoke AI systems
for firms serving the
ultra-wealthy.
Wealth management. Luxury real estate. Private aviation. Concierge medicine.
One operator. White-glove engineering. No agency overhead.
◆ DURAN DETAIL · MITCHELL→CCC CONVERTER · LIVE
◆ VERO MORTGAGE · 14-TOOL COMMAND CENTER · DEPLOYED
◆ PENNY-PERFECT ACROSS 15 PRODUCTION PDFS
◆ CLOUDFLARE EDGE · ANTHROPIC API · SINGLE-FILE BUILDS
◆ DURAN DETAIL · MITCHELL→CCC CONVERTER · LIVE
◆ VERO MORTGAGE · 14-TOOL COMMAND CENTER · DEPLOYED
◆
ACTIVE BUILDS
Duran Detail & Auto Body
Mitchell → CCC estimate converter. Reverse-engineered AWF binary format. Penny-perfect.
● LIVE IN PRODUCTION
Vero Mortgage
14-tool Mortgage AI Command Center. Loan structuring, rate analysis, borrower workflows.
● DEPLOYED
Confidential — Wealth Mgmt
CFP-led firm. UHNW client intake intelligence. Pipeline.
○ IN DISCOVERY
◆
WHAT WE BUILD
Custom systems. Not chatbots.
02
Client-Facing AI Interfaces
Bilingual intake systems. Vision-enabled estimate flows. WhatsApp & Messenger integrations. Built for firms whose clients expect concierge-grade response times.
Claude · Vision · Multi-channel
03
Operator Command Centers
Internal tooling that compounds. Rate engines, deal pipelines, compliance dashboards, agent chains. Bloomberg-grade interfaces for non-Bloomberg budgets.
React · D1 · KV · Workers
04
Workflow Automation
Marketing automation, review intake, lead enrichment, follow-up sequences. Systems that run without you watching them.
Meta Ads · CRM · Email · SMS
05
Compliance & Training Systems
I-CAR Gold Class action plans. CCC ONE training guides. EDD packets. Documentation that your team actually uses.
PDFs · SOPs · Training
06
Custom Agents & Integrations
Anthropic Claude API. Cloudflare Workers. Stripe. Whatever the stack demands. Multi-model architecture available when contracts require it.
Anthropic · MCP · Edge
◆
ENGAGEMENT
Three steps. No surprises.
I.
Discovery
30-minute call. We map the bottleneck and define what "done" looks like. If it's not a fit, you'll know inside 30 minutes.
II.
Build
Two-week sprints. Single operator, single point of contact. You see working systems, not status reports.
III.
Compound
Ongoing optimization. Each system makes the next one easier to build. Retainer-based, not hourly.
◆
The right firms find the right operator early.
If you're moving fast and can't wait six months for an agency to staff up, let's talk.
Book a discovery call →No deck. No pitch. Just a conversation.