Front-office systems. Back-office agents. Built into one stack.
Eleven core building blocks deployed standalone or stitched into a complete revenue + operations engine — packaged into tiered tracks for clinics, home services, and operations-heavy businesses.
The cost of waiting
Every missed lead is a customer walking to your competitor.
Hover the leaks below. This is what's happening in your front office right now — quietly, all day, every day.
Leak 01
40%
of chat and form leads never get a response
Every unanswered chat is a competitor's win. Most visitors don't wait for an email reply — they book whoever responds first.
The fix
Eleven systems that plug every leak.
Hover a row to inspect. Deploy standalone or stitched into a complete revenue and operations engine.
AI voice receptionist
Answer every call 24/7. Qualify, route, book, and capture details — without adding headcount or sending callers to voicemail.
- Natural-sounding voice AI
- Live transfer on intent
- Booking + intake on the call
- Full call transcripts to your CRM
Not sure which system matters most for your business? Book a free audit and we'll map the highest-leverage place to start.
Book a free auditIndustry tracks
Tiered packages, built around the way your industry actually works.
Start with the highest-leverage layer and expand into a full operating stack. Every tier is built custom — no templates, no off-the-shelf bots.
Med spas, orthopedic, podiatry
Wedge: Capturing patients who find you online but never get a response in time.
- AI receptionist (voice)
- SMS lead qualification
- Calendar booking
- + Email nurture sequences
- + Review / reputation automation
- + CRM lead syncing
- + Custom intake & triage agent
- + Internal knowledge agent
- + Multi-location routing
HVAC, plumbing, electrical, trades
Wedge: Missed calls and unfollowed-up quotes going to whoever called back first.
- AI receptionist (voice)
- SMS lead qualification
- Calendar booking
- + Email nurture sequences
- + Review / reputation agent
- + Quote follow-up automation
- + Dispatch / scheduling assistant
- + CRM + lead syncing
- + Lead enrichment agent
Logistics, manufacturing, distribution, construction
Wedge: Disconnected systems and slow answers across departments.
- Internal knowledge agent
- Order / job status agent
- + Document / compliance processor
- + Quote / estimate assistant
- + RFP / bid response agent
- + Dispatch / scheduling
- + Cross-department integration
Professional services
Built for firms where trust, speed, and precision close deals.
White-collar practices need a different standard of responsiveness. These tracks protect your reputation while capturing every high-value lead.
Legal, estate, personal injury, corporate counsel
Wedge: Missed intake calls and slow client onboarding losing cases to faster-responding firms.
- AI receptionist (voice)
- SMS lead qualification
- Calendar booking
- + Email nurture sequences
- + Review / reputation automation
- + CRM lead syncing
- + Case intake & triage agent
- + Internal knowledge agent
- + Multi-partner routing
CPA firms, bookkeeping, tax advisory
Wedge: Seasonal volume spikes burying leads and slowing client onboarding when every minute counts.
- AI receptionist (voice)
- SMS lead qualification
- Calendar booking
- + Email nurture sequences
- + Review / reputation automation
- + CRM lead syncing
- + Tax season surge routing
- + Document collection agent
- + Compliance deadline tracker
Strategy, operations, boutique consultancies
Wedge: Partners spending hours on proposal follow-up and scheduling instead of billable work.
- AI receptionist (voice)
- SMS lead qualification
- Calendar booking
- + Email nurture sequences
- + Proposal follow-up automation
- + CRM lead syncing
- + Internal knowledge agent
- + RFP response assistant
- + Client reporting agent
Wealth management, advisory, insurance
Wedge: High-net-worth prospects expecting instant, private responsiveness that generic systems can't deliver.
- AI receptionist (voice)
- SMS lead qualification
- Calendar booking
- + Email nurture sequences
- + Review / reputation automation
- + CRM lead syncing
- + Secure intake & triage agent
- + Compliance-aware messaging
- + Multi-advisor routing
Personal AI Agents
AI that works for you, not just your business.
The same multi-agent infrastructure we deploy into your front office — voice, document processing, CRM sync, enrichment, scheduling — applied to your personal workflow.
Book a free audit and get a clear map of where AI fits in your business.
Free strategy call · No commitment · Built for clinics, home services, and operations teams