AI solutions for differentiated practices
The 20% no vendor will build.Designed around how your firm actually works.
We design, implement, and support AI agents, tools, and automated workflows that unlock capacity and capabilities for the mission-critical people and systems that power your practice.
Six places judgment gets blocked.
Here is the problem as we see it: necessary work fills the days of the people whose judgment is needed elsewhere. It shows up in six recognizable places. The details are unique to every firm; the places rarely are.
What follows is a simulation: the first of the six, illustrated. An agent takes on intake triage, sorts the morning's inbox, and holds the one item that needs judgment for a named human.
Simulation · for illustration only · yours is designed around how your firm actually works
New estate planning inquiry
web form · 9:41 am
Custodian statement, account 2214
portal sync · 9:44 am
Fee dispute on an open matter
client email · 9:52 am
Inquiries land on your highest-value desks.1
Most inbound doesn't need senior judgment, but it takes judgment to know which items do. So the people whose judgment is in demand elsewhere, principals and senior staff alike, end up reading everything.
Your people are the integration layer.2
Practice management, document systems, custodians, portals: they don't talk to each other, so your staff re-key, re-format, and reconcile between them by hand.
The necessary work nobody bills for.3
Intake packets, account setup, document assembly, filing prep. Mission-critical, genuinely valuable, and none of it uses the judgment of the person doing it.
The process lives in one person's head.4
The method that makes your practice yours is undocumented: fragile to departures, vendor changes, and growth.
Routine questions consume expert hours.5
Clients ask reasonable questions with knowable answers, but because the answers must be right, they default to your most senior people.
You're turning away work you could win.6
The demand for your people's judgment exists; that is the assumption we operate on. What's missing is the capacity to meet it without simply hiring ahead of revenue.
1 We build: triage agents that sort, route, and flag only what genuinely needs that judgment, with a named human on every consequential decision. 2 We build: agents and integrations designed around the systems you already run. 3 Automated workflows that absorb the production while your team keeps ownership of the outcome. 4 Workflows that encode the method, documented and repeatable, owned by the practice rather than remembered by a person. 5 Grounded assistants that answer only from your approved materials, cite their sources, and escalate the moment judgment is required. 6 The capacity, so the judgment your market is asking for actually gets deployed.
A relationship, not a menu.
No two practices are the same. Every engagement is shaped to how your practice operates and to how the problem shows up in it. Engagements can enter at any stage.
Simulated discovery conversation
Honestly, most of my day goes to reading everything that comes in. If I don't, things end up on the wrong desk.
Condition 01 surfacesThat is judgment working as a filter. The reading is necessary work, but it does not need yours. Where does it pile up first?
The shared inbox, then the portal. And my paralegal re-keys half of it into the practice system by hand.
Condition 02 surfacesSo your people are the integration layer between systems that don't talk. Both are conditions we build for: triage that routes what needs you to you, and integrations around the systems you already run. Anything consequential stops at a named human.
Human-in-the-Loop, statedAnd what would you need from us to get started?
Tell us about your practice and how it runs. We map where judgment is blocked, and come back with what we would build first.
Entry: Discovery01
Discovery
Where is high-value judgment pinned under necessary work in your practice, and what would it take to unblock it. We map the workflows, the systems, and the people they occupy.
02
Strategy
What to build, in what order, and why. The thesis applied to the unique way your practice operates: a sequenced plan your team can absorb, with the consequential decisions and their owners identified up front.
03
Implementation
We design, build, and deploy the AI agents, automated workflows, and agentic tools the strategy calls for, working with the systems and people already in place.
04
Support
We keep the systems current, monitored, and improving as your practice changes. New needs feed back into strategy; the relationship continues.
AI development, applied to your practice.
We say it plainly: we build AI. Agents, automated workflows, and agentic tools, designed around the systems and the people already in place.
Your process, turned into software that runs it the same way every time.
No one decides mid-run; every step was decided when it was designed, with your team. Models read and sort inside the path; they never change the route. Where your process needs a person to confirm, it stops and waits.
Software given a job, and room to work it, inside limits you set.
The agent decides the next step, within written limits: what it may do alone, what needs approval, what it must never touch. The consequential calls pause for a named human, and everything is logged.
An instrument your people operate. It acts only when asked.
It answers only from your approved materials and shows its sources. It never sends, files, or commits anything on its own. Your person decides. Always.
The kinds of agents and agentic tools we build.
Agents are not one thing. These are the kinds of work they do, described in plain language, with the industry's term underneath each one.
- The operatorWorks the websites and platforms your firm already uses, on the same screens your people click through today.web / browser / computer-use agentsSee: a new client's first day · the morning the platform changed
- The night shiftRuns unattended for hours or days and picks up where it left off: the work sorted before anyone arrives.autonomous / background / long-running agentsSee: the height of filing season
- The teamSpecialized agents working together: a lead and its delegates, a panel of checkers, each with one job.multi-agent systemsSee: the height of filing season
- The librarianFinds, filters, and answers from your approved materials, always showing its sources.RAG / retrieval agentsSee: the grounded assistant, in every scenario
- The voiceHolds a real conversation, by phone or chat: intake, scheduling, first triage, within the same limits as everything else.voice / realtime / conversational agentsA natural first-triage extension
- The specialistAny of the above, tuned to your field: its documents, its rules, its vocabulary, your firm's own positions.vertical / domain-specific agentsAll of them; it is the point of bespoke work
- The apprenticeImproves from its own record over time: every correction your people make teaches it, under supervision, never silently.self-evolving / learning agentsThe Support stage of every engagement
- The shopThe coding agents we use ourselves to build and maintain yours. They are why a boutique practice can deliver this at all.coding / software-engineering agentsBehind every scenario, never on stage
Every kind runs inside the same discipline: written limits, a hold at a named human on anything consequential, and a record that is the firm's own.
Seen in practice.
Five representative scenarios, details are illustrative, not a client record.
The signed engagement letter starts the intake workflow: welcome packet assembled, client record created, first drafts of the plan documents generated from the firm's own templates. The same steps in the same order, every time, every step recorded.
The intake agent works through the returned questionnaire and uploaded statements: reads them, pulls out what the plan needs, checks the checklist, drafts the request for what is missing. Agents in a pipeline: each stage hands its work to the next.
One upload looks like a prior will with a handwritten note in the margin. The agent does not interpret it. Held for the supervising attorney, with the page and the reason attached.
The custodian account paperwork runs its fixed path and stops where the firm's process says a person confirms. Nothing touching funds proceeds until the paralegal reviews and approves.
The associate drafting the trust asks the firm's grounded assistant how the firm handles a specific provision. The answer comes only from the firm's approved language, source shown. The associate decides what to use.
The client's status updates across every system. The day's record shows what ran, what was held, and who decided.
“Bringing on a new client runs itself, and every consequential decision still lands on my people's desks.”
What we'd build: the intake and custodian workflows, a pipeline agent with an operator for the custodian's screens, and a grounded assistant on the firm's approved language.
Who we are, and who we serve.
Jerry has spent over fifteen years building and growing software applications and products for some of the most recognizable names in media: Gannett, USA Today, Politico, Bethesda Softworks, Vox Media, and Yahoo.
At Vox Media he built the subscriber acquisition and retention journeys behind NYmag.com, a portfolio of products and features that generated $15.6M in annual recurring revenue; he also implemented the AI that powers its conversion funnel, dynamically deciding which offer to show a prospect based on their onsite behavior. At Yahoo he built a cross-device commenting and community platform that turns readers into participants, earning $936K in advertising revenue. At Politico he built the first-party audience data applications behind $3M a year in advertising, and developed the business and investment strategy for the site's paywall. At AddThis he rebuilt the publisher tools platform, the monetization engine for a business that served fifteen million websites and held the largest data footprint on the internet behind only Google and Facebook (Meta); the rebuild lifted product activations 140%. Earlier work includes a streaming and audiobook platform delivered to more than five thousand libraries at RBmedia, recommendation and loyalty systems at Bethesda Softworks, and the products that grew USA Today's Travel and Sports sections past one hundred million monthly users.
Each of those results came from adopting new technology early and putting it to work: personalization and recommendation algorithms before they were table stakes, first-party data platforms before the industry followed, conversion rate optimization programs based on strategic planning and statistical discipline. He now builds with agentic AI, deep in the current generation of models and tooling, delivering complete, production-grade applications, taken from specification to launch and serving real users. The result is the strategic thinking, data-driven discipline, and process-driven execution of an enterprise-level agentic builder, applied to your practice.
humanagentic exists because agentic development changes the economics of custom software. The software a firm actually needs is shaped by how that firm works, and building it that way has never been economical for vendors, which is why the market offers generic products that fit no one or enterprise engagements priced for someone else. That arithmetic has changed. Custom, enterprise-level solutions are now economically viable for small and mid-sized practices, and building them is what this company does.
Jerry holds an MBA from Nova Southeastern University and a B.S. from the University of Florida. He lives in the Washington, D.C. area with his family.
Fifteen years building and growing digital products for consumer media and software businesses: Yahoo-AOL, Vox Media, Politico, Bethesda Softworks, RBmedia, AddThis, and Gannett-USA Today. Teams of five to fourteen; the whole product, strategy through shipped software.
Small and mid-sized professional services firms: practices where the work product is judgment, and where the people who hold it are few.
Across the landscape of practices: estate planning, immigration, family, business, real estate, litigation. The details differ by practice area; the shape of the day rarely does. Intake, deadlines, document preparation, and client questions fill the hours the legal thinking should get.
Solo practitioners through multi-partner firms. The work arrives in seasons. Client documents, preparation, and review stack against fixed deadlines, and the advisory work that deepens a client relationship waits for a quieter week that rarely comes.
Independent advisory and wealth management practices. Client reviews, account paperwork, and the platforms behind every account fill the calendar, and the conversations that actually move a client's plan compete for what is left.
Tell us how your practice runs. We'll write it down.
We ask a few questions, and the note to Jerry writes itself beside you as you answer. You fix any word of it you want. Nothing reaches him until you press send, and when it does, he reads it himself and replies personally.
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As your role at your practice, here is what you want off your plate: the work that doesn't need your judgment. Why it matters: what that time would go to. What is in the way: the thing stopping you.