AI for small and midsize businesses where the owner still knows every workflow.
Owner-led firms of 5 to 100 people. Big enough that manual work piles up every week. Small enough that one fixed workflow shows up on the bottom line.
Free, about four minutes, and read by Raquel herself.
Is this a fit for your firm?
It usually is if most of these are true:
- You have 5 to 100 people, and the owner or one operations lead can approve a change.
- The same task gets done by hand every week, and everyone knows which one.
- You've tried an AI tool, or bought one, and it never stuck.
- You want a price and a timeline before anyone starts, not a retainer with no end date.
- You'd rather fix one thing well than start a company-wide program.
What could this look like in a firm like yours?
These are illustrations, not client stories. Each one shows where a first project often lands for that kind of business.
Law firms
Picture a small firm where new client details arrive by web form, email, and phone. A paralegal types each one into the practice management system. That's a workflow automation sprint.
Workflow automation sprintAccounting firms
Imagine a practice where staff paste client tax documents into a free chatbot to save time, and nobody has said whether that's allowed. Start with an AI policy for employees.
AI policy for employeesProperty management companies
Think of a manager who spends the first week of every month building owner reports by hand from the property software and the books. That's automated reporting.
Automated reportingHome services and trades
Consider a heating and plumbing outfit with the same customer entered three times across accounting, dispatch, and a spreadsheet. Clean the data before automating anything.
Data cleaning and structuringEcommerce brands
Picture an online store where the analytics revenue number never matches the store's own sales report, so nobody trusts either. That's ecommerce analytics.
Ecommerce analyticsStaffing and recruiting firms
Imagine three leaders, each with a different way of calculating placement rate, arguing over the Monday numbers. A KPI framework settles it.
KPI frameworkDon't see your industry? The pattern is the same everywhere: one repeated task, and one owner who wants it gone. The diagnostic works for any of them.
Run a marketing agency? There's a page built around agency work.
When is this not the right fit?
- You have fewer than 5 people. A good template or one tool setting usually does more than a project.
- You want the whole business automated at once.
- Nobody inside the firm can approve changes or give system access.
- You need someone to guarantee a revenue number. Nobody honest can.
What does a business this size actually get?
- A fixed scope and price in writing before work starts.
- One point of contact, Raquel, from the diagnostic to the 30-day review.
- A before number and an after number, so you can see whether it paid off.
- People still reviewing anything financial, legal, employment-related, or customer-facing.
Questions owners in this size range ask
Is AI worth it for a business with 10 or 20 people?
Often, if one task eats several hours a week. The diagnostic prices that task so you can judge before spending anything.
Do we need an IT person to work with you?
No. You need someone who can grant access to the tools involved and someone who knows how the workflow runs today.
Can you work with the software we already use?
Usually. The first step maps the tools a workflow crosses. Most projects build on systems you already pay for.
Do you work with firms outside New York?
Yes. Raquel is based on Long Island, New York, and works remotely with firms anywhere in the US.
Find out which workflow is worth fixing first.
Free, about four minutes, and read by Raquel herself.