AI Automation & Consulting for North Shore Firms
I don't sell a menu of 20 AI products. I do two things for insurance agencies, law firms, and financial advisors on the North Shore — and I do them better than anyone in this market.
The manual work your team does every day? I make it disappear.
I map your actual workflows — not what a consultant assumes you do, but how your team really operates day to day. Then I build AI systems that automate the repetitive, time-consuming tasks that eat into your capacity.
What this typically includes:
- AI-powered phone answering and after-hours call handling
- Automated client intake and lead qualification
- Follow-up sequences and appointment scheduling
- Document routing, form population, and data entry
- CRM updates, renewal reminders, and status notifications
- Client reactivation and review generation campaigns
- Cross-system integrations with your management software, CRM, and tools
From AI-Skeptical to 37% More Productive in 8 Weeks
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Before you spend a dollar on AI, know exactly where it matters.
Most firms know AI is important. Very few know where to start. That's the gap I fill. I've delivered 97+ projects across healthcare, insurance, legal, and finance — I know what works, what doesn't, and where AI is just hype.
What a consulting engagement looks like:
- Full operational audit — I observe your team's actual daily workflows
- AI opportunity mapping — where automation saves time and money, ranked by ROI
- Technology recommendation — build vs. buy, which tools, which integrations
- Prioritized roadmap — what to do first, second, and not at all
- Team readiness assessment — what your people need to adopt AI successfully
This is for:
Partners and owners who want clarity before commitment. Firms that got burned by a chatbot vendor and want a real strategy. Teams that need someone who's built this before — not someone reading from a slide deck.
Three steps. No bloat.
Discovery
We sit down — in person, on the North Shore — and I learn how your business actually runs. Your tools, your team, where you're losing time and money. Not a pitch meeting. An honest conversation about what AI can and can't do for your specific firm.
Build (or Plan)
For automation clients: I design and build your custom AI workflows, test them against your real operations, and plug them into your existing tools. Most implementations go live in 2–4 weeks. For consulting clients: I deliver a detailed AI roadmap with clear priorities, timelines, and expected ROI.
Handoff & Support
Everything I build is yours. I train your team, hand over the keys, and stay available for ongoing optimization. Your data stays yours. Your systems stay under your control. I stay your partner — not a vendor you're locked into.
Frequently Asked Questions
What is AI workflow automation?
AI workflow automation uses artificial intelligence to handle repetitive business tasks — like answering phones after hours, processing documents, following up with leads, updating your CRM, and sending renewal reminders. It's not about replacing your team. It's about freeing them to focus on client relationships and revenue-generating work instead of data entry and admin.
How much does AI automation cost for an insurance agency or law firm?
Every engagement is scoped based on your firm's specific workflows and needs. We start with a free 30-minute AI audit to identify where automation would have the biggest impact. From there, we provide a fixed-price proposal — no hourly billing, no scope creep. Most firms see ROI within the first 60 days.
How long does it take to implement AI automation?
Typical engagements take 2-6 weeks from kickoff to handoff, depending on complexity. We follow a three-phase process: Discovery (mapping your real workflows), Build (designing and implementing the automation), and Handoff (training your team and going live). You're involved at every step.
Do you integrate with our existing management software and CRM?
Yes. We build automations that integrate directly with the tools your firm already uses — your management system, CRM, email platform, and document storage. Our systems work alongside your existing software, so nothing breaks and your team doesn't have to learn a new platform.
What types of firms do you work with on the North Shore?
We specialize in professional services firms on Chicago's North Shore — primarily insurance agencies, law firms, financial advisors, and family offices. We serve firms in Lake Forest, Highland Park, Evanston, Wilmette, Winnetka, Kenilworth, Glencoe, and Lake Bluff. If your firm handles clients, paperwork, and time-sensitive communications, we can help.
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 Audit30 minutes. In-person or video. No obligation.