AI Workflow Automation

We help North Shore firms stop losing money to manual work.

AI workflow automation and consulting for insurance agencies, law firms, and financial advisors — from Lake Forest to Evanston.

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97+ projects
95% retention
Michael Pavlovskyi speaking at Lake Forest College

Rooms I've been in and spoken at.

Northwestern UniversityMicrosofta16zTechstars
Kellogg School of ManagementChicago Booth
Lake Forest College

Two things. Done right.

We don't sell 15 services. We do two things for North Shore professional services firms, and we do them better than anyone.

Workflow Automation — AI phone agents, automated scheduling, document routing, custom workflows Learn more
AI Strategy & Consulting — operations audit, prioritized roadmap, tool selection, team training Learn more

Results, not promises.

Real outcomes from firms we've worked with.

From AI-Skeptical to 37% More Productive in 8 Weeks Quote Time: 24 Hours to 4 Minutes. Translator Match: 2 Days to 3 Hours. AI Training + Process Automation: 32 Hours/Week Reclaimed
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Client Reviews

See what our clients say.

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The RedNote Podcast

Real conversations.

Browse all episodes
Richard Sarhaddi: Grit and Perseverance Drive Corporate Success
Leadership

Richard Sarhaddi: Grit and Perseverance Drive Corporate Success

with Richard Sarhaddi
From Garage to Multi-Million Dollar Sales
Leadership

From Garage to Multi-Million Dollar Sales

with Keith Rubenstein
Hard Work vs. Social Media Fantasies in Business PR & Maritime

Hard Work vs. Social Media Fantasies in Business PR & Maritime

with Ben Pinnington

Where I've been.

Lake Forest College

Lake Forest College

Speaking at Entrepreneurial Club

Techstars LA

Techstars LA

Los Angeles

LA Tech Week

LA Tech Week

a16z Event

Industry Conference

Industry Conference

St. Louis

Tech Event

Tech Event

Ecosystem Building

RedNote Podcast

RedNote Podcast

Local Entrepreneurs from North Shore

Let's figure out where AI fits in your firm.

Book a free AI audit. I'll walk through your operations, identify what's worth automating, and give you a practical plan — whether you work with me or not.

Book a Free AI Audit

30 minutes. In-person or video. No obligation.