Strategy and implementation for service businesses
We help established service businesses remove the bottlenecks holding back profitable growth.
Find my bottleneckStart with a free Expert Assessment of one workflow.
Otavio & his team have worked with
Progress starts with focus
Put your people, time, and money behind the changes that matter most.
Experience behind the judgment
We work directly with the labs building today's best models - and engineer the systems that make them work at enterprise scale.
Our Partners:
Case studies
Engineering
We brought scope requests, supporting records, and drafted notices to managers while they could still decide what to charge. Additional work reached billing, and the CFO later credited a large part of the margin improvement to our work.
Read the case studyEngineering
We helped managers catch changes while they could still price the work and brought repeat drawing issues forward. The reported annual gain combines $1.2M in billed changes with $784K estimated from less rework.
Read the case studyArchitecture & Engineering
Repeat county comments kept consuming fixed fees and senior review time. We captured the requirements and built a pre-submission check their team could maintain, freeing just over a full workday of senior review per pilot plan set.
Read the case studyLegal · M&A Corporate Practice
We built private AI with answers attorneys could trace to their sources. Rework fell from 83% to 24%, and more attorneys chose to use the system after the mandate ended.
Read the case studyLegal · Deal Drafting
We made approved negotiating positions available during drafting, so partners had fewer routine corrections to make. Median review fell from 90 to 20 minutes, and the firm retired $250k a year in paid AI tools.
Read the case studyLegal · Drafting review and rollout
Our drafting check reduced review work, but we committed to adoption before every group was ready. We worked four extra weeks at no charge and refunded $25,000. The full case explains the gains, the miss, and what we learned.
Read the case studyLegal · Staffing and placement
We captured senior recruiters’ matching criteria and built an assistant around past placements. Their team completed 34% more interim placements with the same recruiting team, alongside a repeatable validation service.
Read the case studyCommercial Insurance
We connected intake and carrier reporting through one shared record, reducing repeated entry and preparation. Each program needed 30 fewer reporting hours a month, and finance confirmed $1.96M more net recurring profit.
Read the case studyCommercial Insurance
We connected the records behind carrier reporting, freeing 21 staff-hours a month per reporting relationship at the median and helping later program launches reach a clean close almost eight months sooner at the median.
Read the case studyAccounting & Advisory
We turned the firm's review requirements into shared checks preparers could use before handing over a return, then taught its team to maintain and extend them. Managers saved 14 hours per peak week in the launched offices while completed returns rose by five per reviewer.
Read the case studyAccounting & Auditing
We caught missing documents and repeat errors before manager review, so fewer returns came back for another pass. Weekly completions rose 20%, and leadership confirmed $1.5M more recurring profit.
Read the case studyPrivate Equity
Their analysts needed better opportunities as well as faster diligence. We built both parts of the pipeline, which surfaced a business the firm went on to acquire for ~$22M.
Read the case studyFinancial Services
We rebuilt the data and answer workflow, so their full waitlist could become clients. The company added 24 clients without new subject-matter experts, while partners reclaimed 40 to 60 hours each week.
Read the case studyInvestment & Wealth Management
We made historical research reusable and built a drafting assistant around the authors’ methods. The same author team could deliver more custom studies and new paid briefs from research the company already owned.
Read the case studyBiotech
Two AI attempts had learned from conflicting labels. We established a shared standard and built production AI in under six weeks, supporting a platform launch with $58M in first-year potential.
Read the case studyMedical Devices
A missing insulin model was blocking study participation. We delivered it in five weeks, and the client's team reproduced the result before the deadline, avoiding an alternative study estimated at $14M+.
Read the case studyHealthcare Technology
We showed leadership where AI costs were eroding margin, and its own team made the changes. Costs fell before the company moved from a $32M valuation offer to a round closed at ~$60M.
Read the case studyHealthcare & Medical Practices
Routine device work kept returning to the physician. We captured his criteria and built routing his team could run. Patient waits and his workload fell, and the owner attributed the full collections increase to our work.
Read the case studyFrom judgment to a working solution
01 Decide what matters most.
02 Implement the agreed solution.
03 Build your team’s ability to run it.
Free Expert Assessment
Start with one workflow that’s slowing your business down. We give your team a collection kit, then use the evidence you collect to identify the likely bottleneck and what to test first.
You receive a written assessment and an estimate of what your team would need to act. Two consultations are included: one to define the scope and one to work through the findings. Your report arrives before the findings call.
See the kit and a sample assessment ↗
Find my bottleneckNew hires faced the same slow, fragmented data as the partners.
Alongside data control, attorneys needed answers they could trust.
Faster reviews couldn't fill a thin deal pipeline.
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Accounting
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Insurance
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Commercial Insurance
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Accounting
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Commercial Insurance
Business Law
Accounting
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Commercial Insurance
Legal
Accounting
Engineering
Insurance
Business Law
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Insurance
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Strategy
Decisions
Legal
Built for work that carries responsibility
Private deploymentStart with the right question
Start with a free Expert Assessment of one workflow.
