AI workflows that aren't maintained quietly degrade. Managed Automations keeps yours running, accurate, and improving — turning one-off projects into compounding firm-wide capability.
Monthly retainer · Starting at $495/mo
Managed Automations
Managed Automations keeps your AI workflows running, accurate, and aligned with your practice as it changes. We monitor every automation, retune prompts and models when behavior drifts, fix integrations when upstream tools change, and add new automations on a steady cadence. You get a single accountable partner for the entire AI surface area instead of a pile of one-off scripts that quietly degrade.
What's included
Operate & monitor
Every automation we run is observable end-to-end — input volumes, output quality, model and tool errors, latency, and cost. We watch for drift: when accuracy drops, when prompts start producing edge cases, when an upstream API changes, when a model vendor updates and behavior shifts. Issues are caught before users notice, not after.
Optimize continuously
Prompts, tool definitions, retrieval indexes, and evaluation rubrics are versioned and tuned monthly. As foundation models evolve, we test newer versions in a sandbox, validate against your rubric, and graduate them only when they beat the incumbent on your data — not just in someone else's benchmark.
New automations
Every retainer includes capacity for new automation development. Each month we prioritize together — based on roadmap, observed bottlenecks, and feedback from your team — and ship. Most clients add 1–3 small automations per quarter on top of the existing portfolio, without renegotiating scope.
Governance & policy
We keep your AI use policy, data classification rules, and audit trails up to date as the surface area grows. When auditors, clients, or insurers ask "what AI is in use, on what data, with what oversight?" you have a current, documented answer.
Quarterly reviews
Every quarter we sit down with leadership and walk through what shipped, what improved, what is still on the roadmap, and what the data says about ROI. The review is also where we re-scope the retainer up or down — we would rather right-size with you than pretend nothing has changed.
Talk about a retainer
Tell us what you have already built (or want us to build) and we will scope a Managed Automations retainer around it.