AI that works
the way you do.

Custom solutions for your firm's specific challenges.

Book your firm diagnostic

Software and consulting for professional services firms.

For accounting and tax firms, advisors and RIAs, and lenders and brokers.

It runs inside what your firm already opens

Drafting happens in the mailbox your team uses now. Your own model key on paid plans.

Gmail

Microsoft Outlook

your key, optional

One method, whichever door you come through.

Four things that hold in every engagement, at every depth.

Start from the work, not the tool.

How the work moves comes first. The tool is the last decision.

Run where the work already happens.

Gmail, Outlook, and the systems your team already opens. Nothing to migrate.

Set the standard once, then apply it.

It stops living in each person's memory and starts sitting on the work.

Keep a person accountable.

ForthWrite drafts; a person sends. The judgment and the signature stay yours.

What happens after you book the diagnostic.

01Diagnose
Free, 30 minutes
A free 30-minute call. We tell you what in your firm can run without a person.
02Audit
Paid, fixed scope, two to four weeks
We put hours and dollars on what your current systems cost you, and write up the plan.
03Roadmap
30 to 60 day plan
What gets built first, in what order, and what your team does once each piece is live.
04Implement
Scoped from the blueprint
Once you sign off, we build it, stay until your team is using it, and leave written SOPs they can follow.

Your standards, on every client email, including the ones you will never read.

Three ways in, by how much you want us to do.

Consulting

We map the work, then build

A firm that does not know where to start

Map how the work moves, then build.

We trace how work actually moves through the firm before anyone commits to a build.

First call is 30 minutes and free.

Operations work inside the systems a firm already runs, with no platform to migrate.

See consulting

Teams

Your rules on every draft

A firm that knows client email is the exposure

Set the rules once. Every draft follows them.

You cannot read every email your firm sends, and now AI writes them. A draft that breaks your compliance rules stops the preparer for a written reason.

Afterward: the rules in force, the violations, and the overrides, per person.

See Teams