We pick the right tools, set them up inside your business, and have your team running by next month.
Law firm. Dental group. Accounting shop. Specialty insurance broker. Advisory firm. Contract manufacturer with service-heavy operations.
Assembled over years out of spreadsheets, email, manual capture, and the institutional memory of one or two people doing work they shouldn't be doing. The bottleneck isn't strategy. The principal is the system.
The big firms don't quote under half a million and don't show up before next quarter. The freelancer market has one skill, not the four. What you need is a team that sits inside the work, maps the journey, and ships something that keeps running after we leave.
Approach
Every operation is different. We pick the AI tools that fit yours, set them up around the way your team works, and train you to run them.
We spend a week with your team. We watch the workflow run, talk to the people inside it, and find the leverage point. By Friday you have a written diagnosis and a proposal for what to do next. Required first step for every engagement.
After the X-ray, thirty days of focused work. We bring in the right AI tools for the bottleneck we identified and set them up around the way your team works. By day thirty, your team is running on the new system.
For operations that need a structural rebuild, not just one fix. We work through your business one process at a time. By month three, your team is running on a connected set of tools — and you'll know how to extend it without us.
For businesses we've already built with. One day a week on-site, available the rest. Continuous improvements, advice on what to take on next, training your team to take more on themselves over time.
Scenarios
Composite scenarios from typical engagements.
The patent intake-to-pleading pipeline was eating fourteen hours of partner time per week. We rebuilt it with voice transcription on inventor interviews, structured extraction into the firm's invention disclosure template, and assisted draft generation against their prior-art library. The partner now reviews drafts instead of writing them from scratch.
Patient intake was being keyed manually into Dentrix, then their CRM, then a spreadsheet. We built a sync layer that pushes intake data into all three automatically and triggers SMS recall confirmations. The front desk now spends mornings on patients instead of data entry.
Advisor meeting notes were getting stuck on legal pads. We built an agent that joins the call advisor-side, summarizes, extracts action items, syncs to Salesforce, and schedules follow-ups against the advisor's calendar. Compliance retention rules built in.
The studio
Pooldeck is an AI operations studio. We pick the tools that work, set them up inside your business, and train your team to run them.
We test AI tools as they ship. We wire them into your operation. We design the workflow they live inside.
Three decades of combined experience in design, workflow architecture, and organizational transformation. Most recently leading AI transformation across product operations at the largest consumer bank in the country — work that had to ship for hundreds of thousands of people, not just the demo. Roots in NYU's ITP — where new technical possibilities get put to work. Since 1979.
Pooldeck · Brooklyn, NY
Before the call
By week three you'll see measurable improvement. By day thirty the system is live in your operation. The X-ray week often surfaces quick wins your team can implement before the engagement starts.
We work with mid-market service businesses: legal, dental, medical groups, accounting, advisory and wealth, specialty insurance, professional services agencies. The pattern is people doing structured work manually. The X-ray week tells us in five days whether we can help.
The X-ray is $7,500 for one week. If you continue, that fee is credited toward whatever comes next. A Sprint is $32,500 for thirty days — one workflow rebuilt. The Integration starts at $75,000 over three months and is scoped to your operation — multiple processes rebuilt, exact number in the proposal. The Embed is $10,000/month ongoing — partnership after the work. The X-ray gives you exact numbers for whichever path makes sense.
No. We start by mapping what you already use. Then we add or replace pieces. Most engagements layer on top of your current SaaS stack rather than replacing it.
A tight director- and senior-level team that runs the engagement end-to-end. The same people you meet on the intro call are the people inside your operation by day three. No partner-sells-then-hands-off-to-junior dynamic.
The X-ray week is built for this. If we determine you don't need us — or we're not the right fit — you keep the diagnosis document and we don't proceed past it.
Yes. Many clients do. $7,500, one week, written diagnosis and a proposal — creditable toward whatever comes next.
Get in touch
Thirty-minute intro call. No deck, no pitch. Two questions: what's the workflow that's killing you, and what would change if it worked.