AI systems for professional services firms

If you can describe how
your firm works,
it can be built.

A report your team rebuilds forty times a year. A website nobody has updated since it launched. The twelve questions only one person can answer. The intake process that eats three days.

SageLogic builds custom systems around how your firm already operates, using your own documents and your own process. Your people review and approve. Nothing leaves your office without a person signing off on it.

Show me what that looks like Talk to Jack for 20 minutes

Five rules on every system we build

01
It reads your files only.
Not the open internet.
02
It shows its work.
Every answer carries a citation to the document it came from.
03
A person approves everything.
It prepares. It never sends, files, or decides.
04
When it is not sure, it stops.
Before we build, you and I agree which questions the system is not allowed to answer on its own. When one of those comes up, it does not guess. It stops, and hands the question to the specific person at your firm who owns that call, named in the system by role and by name.
05
You keep it when we are done.
Once the build is paid for, the system, documentation, and training stay with your firm.

Lafayette, Louisiana

Professional services firms

Priced on what it saves you

01

You have probably already been pitched on AI.
It probably did not go well.

Most of what gets sold as AI to firms your size is a chatbot with your logo on it. It sounds confident, it is wrong often enough to matter, and after three months it is nobody's job to maintain it.

That is a fair reason to be skeptical. We would be too. The five rules above are not marketing. They are the conditions we build under, on every engagement.

02

How a piece of work moves through it

Nothing skips the person at the end.

01

Your files

Templates, past work, SOPs, standards. Nothing else.

02

It drafts

The routine parts come back filled in, structured your way.

03

It flags

Anything needing judgment is left open and marked, not guessed at.

04

A person reviews

Your expert writes the part that requires expertise and checks the rest.

05

It goes out

Over their name, because they still wrote the part that matters.

03

Three real world examples

Examples of the kind of work we build. Your firm's version would be built around your files and your process.

A firm that writes the same report forty times a year

Now

A project manager opens the last similar report, copies the structure, hunts for the current regulatory language, rebuilds the tables, and writes around the findings. Six to eight hours before anyone reviews a word of it.

With a system in place

The manager loads the field data and the project file. A draft comes back structured the way your firm structures reports, with your standard language already in place and the sections that need human judgment flagged and left empty. The manager writes the parts that require expertise and reviews the rest. The report still goes out over their name, because they still wrote the part that matters.

A firm where one person knows how everything is done

Now

Your most senior person answers the same twelve questions all week. When they take vacation, work slows down. When they retire, twenty years of judgment walks out with them.

With a system in place

Their answers, their standards, and their reasoning are captured in a system every staff member can ask. New hires get the firm's actual answer instead of their best guess. Your senior person gets their week back and reviews the edge cases only.

A firm buried in incoming documents

Now

Everything that arrives gets opened, read, categorized, filed, and routed by hand. It is nobody's favorite job and it is always behind.

With a system in place

Documents get read, sorted, summarized, and routed to the right person with the key points already pulled out. Anything unusual gets flagged for a human rather than filed away quietly.

04

What we build

Three things we build

01

A custom system built on your documents and your process

The reports, intake forms, checklists, proposals, and summaries your firm produces over and over. We build the system on your own templates, your past work, and the way your firm actually structures things, so your team edits a first pass instead of starting from a blank page.

02

Keep what your experts know

The knowledge that currently lives in one or two heads. We capture how your best people actually make calls, and turn it into something the whole firm can use and a new hire can learn from.

03

Teach your team to use it without getting burned

Owners and managers learn what to allow, what to prohibit, and how to oversee it. Staff learn how to use it, how to spot a wrong answer, and when to stop and ask a person. You get written procedures at the end, not just a training day.

05

The range

There is no fixed list of
what can be built.

Those three are where most firms start. They are not the catalog. What we build ranges from a single automated step to a system that runs the whole operation.

Simple workflow automation

One repetitive step, done the same correct way every time.

Website development and upkeep

Built with AI in the workflow, so the site stays current instead of going stale the month after launch.

Custom knowledge assistants

Trained on your firm's own material, answering your firm's questions with your firm's answers.

Training assistants

New hires learn how your firm does it rather than how the internet says it is done.

Documentation and paperwork automation

Intake, drafting, classification, routing, and the reporting that follows.

AI Operating System (AIOS)

One governed system across the business. A coordinated set of custom AI assistants, each dedicated to a core function such as administration, finance, operations, or marketing, running under centralized human oversight. Workflows and metrics are tracked in a custom executive dashboard for visibility and control.

The actual limit

There is no set number of systems that can be built. If you can describe how a piece of your firm works, it can be built. The constraint is what you can imagine, not what is already established to monitor and process the work.

Jack Larriviere, Founder and Principal Consultant

Jack Larriviere, Founder

06

Fifteen years doing the work before building tools for it

I am Jack Larriviere. Before SageLogic, I spent fifteen years in environmental consulting as an ecologist and a project manager. I wrote the reports. I chased the regulatory deadlines. I rebuilt the same deliverable from scratch more times than I want to count.

That is why this firm is careful. I know what happens when a document goes out with a mistake in it, because it is my name that was on it.

SageLogic is a small firm on purpose. You work with me directly, not with an account manager.

More about how I got here
07

What it costs

How the money works

You are not buying software by the seat. You are buying back time, and the price is set by how much time this work is costing you now.

01

First we find the number

Before anything is quoted, we run a financial analysis of the specific work. How many hours it takes now. How often it happens. What those hours cost you. What a delay or an error costs when one happens. That produces a documented figure for what this work costs your firm every year.

02

You keep 85 percent of the savings

Our fee is 15 percent of the savings that analysis documents. Your firm keeps the other 85 percent. If the analysis does not show enough savings to justify a build, we say so and you do not build it. Savings figures are estimates produced by the analysis, not a guarantee of results.

03

You see the number in writing before you commit

No hourly billing and no open-ended scope. No charge per person and no charge per use, so adding staff never changes your bill and nobody has to ration a tool your firm already paid for.

What you actually pay

$3,000

Design, fixed

The financial analysis, the intake audit, and the full system design. The design is yours to keep and use whether or not you build with us.

$5,000 to $50,000

Build

Set by what the analysis shows you will save and how complex the build is. A single workflow sits toward the lower end. A full operating system sits toward the upper end.

This is a range, not a price list. Those figures are not a fixed minimum and not a fixed maximum. Nothing is quoted from them. Your number is calculated from your own savings analysis, and it can land outside this range in either direction.

Monthly support

Recommended, and not contractually binding. A system nobody maintains slowly stops being worth what you paid for it. You are free to disagree, take it in-house, and cancel at any time.

08

What happens

What a project looks like from your side

01

First, we watch how you work

We sit with the people doing the job, map what actually happens, and find the places where time disappears. After that first conversation you complete an Intake Audit, a structured form that captures how the work really flows, what documents and systems are involved, and where it breaks. That audit is what your system design gets built from. If we do not find enough there to justify the cost, we tell you, and you owe nothing further.

02

Then we design it before we build it

You see and approve the rules, the limits, and who is allowed to do what, before a single thing gets built.

03

Then we build and try to break it

Typically four to eight weeks. We test it against your real work and deliberately try to make it fail. It does not go live until it passes.

04

Then we train your people

Owners and managers on one track, staff on another. You keep the written procedures.

05

Then it is yours to run

Keep us on monthly for maintenance and updates, or run it yourself. Your call.

See the full breakdown
09

The questions people actually ask

Straight answers

Will it make things up?

It is built to answer only from your documents, and it shows you which one it used. When it does not have the answer, it is designed to say so instead of inventing one. A person still reviews the output before it is used.

Where does my client data go?

It stays yours. We do not use your files to train public AI models, and access is controlled the same way your file server is.

Are you going to tell me to cut staff?

No. SageLogic is not in the business of helping firms eliminate people. We build tools that let the people you already have work more effectively inside the roles they already hold. The firms we build for are usually behind on work, not overstaffed.

What happens when you leave?

Once the build is paid for, you keep the system, the documentation, and the training materials for your firm's use. It is built to run without us.

10

Who this is for, and who it is not

This is probably a fit if

Your firm produces the same kinds of documents over and over

Your most valuable knowledge lives in a few people's heads

A mistake in your work product costs you money, a client, or a license

You are behind on work and hiring is not the answer right now

This is probably not a fit if

You want a chatbot on your website

You want the AI to make decisions without a person reviewing them

You are looking for the cheapest possible tool rather than a system built around your process

We would rather tell you that in the first conversation than three weeks in.

Start with one conversation
about one workflow.

Twenty minutes. Pick the piece of work that annoys you most. We will tell you honestly whether this is worth doing, and what it would take.

No demo. No slide deck. No pressure.

Start here