An add-on for Tech Horizon managed IT clients — or a standalone service for firms with existing IT support. We build custom AI workflows that eliminate repetitive manual tasks so your team can focus on higher-value work.
AI automation is more than simple rule-based scripts. We build intelligent agents — powered by large language models, custom-trained on your workflows — that can read documents, make decisions, communicate with clients, and take action across your existing tools.
Forms, emails, attachments, and files arrive — the AI reads and understands them.
The AI extracts data, categorizes, makes decisions, and routes information to the right place.
CRM entries, follow-up emails, reports, and file organization — all completed automatically.
Human review checkpoints for anything consequential. You stay in control of the final output.
We map your current workflows, identify the highest-value automation opportunities, and define exactly what we're going to build and why.
Our team builds your custom AI workflows using proven tools: Python, LangChain, API integrations, and the AI models best suited to your tasks.
We deploy your automations into your existing environment. Full testing, staff training, and documentation included.
We monitor, optimize, and maintain your automations ongoing. As your business grows or tools change, we keep everything working reliably.
For firms with existing IT support who want to add AI automation capabilities. Custom-scoped based on the complexity and number of workflows.
For managed IT clients who want to add AI automation. Built on the same infrastructure we already manage — faster builds, fewer issues, one team, one invoice.
Talk to us about adding AI automation to your plan. Bundled pricing is available — and since we already manage your infrastructure, we can build and deploy automations faster.
No — AI automation is available as a standalone service. However, AI workflows are only as reliable as the infrastructure they run on. If your IT isn't solid, we may recommend fixing that first. Bundled pricing is available for managed IT clients.
In most cases, yes. We design automations that integrate with what you already use — your existing CRM, email platform, cloud storage, or practice management software. Our goal is to add intelligence on top of your current tools, not rip and replace them.
Most automations go live within 3–6 weeks. Simpler workflows (like intake automation or document filing) can be live in 2 weeks. More complex multi-step agent systems may take 6–8 weeks. We always give you a realistic timeline in the discovery phase.
Absolutely. All automations use encrypted data in transit and at rest, role-based access controls, and are designed to comply with relevant regulations (PHIPA for healthcare, Law Society requirements for legal). We use enterprise AI API agreements, not consumer tools, so your client data is never used to train AI models.
No — it handles the repetitive manual work so your team can focus on the work that requires their expertise. We design all automations with human review checkpoints for anything consequential. AI does the heavy lifting; your team reviews and approves.