AI Workflow Automation

Your best people
shouldn't be doing
clerical work.

Every professional services firm has one workflow that eats their smartest people's time. We build AI automation custom-fit to that workflow, deploy it into the tools your team already uses, and keep human review where it matters. Built in-house. Shipped in weeks.

Book the AI Opportunity Audit See Our Work →
How This Works

The whole thing
in five lines.

01
We find the workflow that's eating your team's week.
02
We scope it properly before anyone writes code.
03
We build it with production discipline.
04
We deploy it into the tools your team already uses.
05
Your 40-hour workflow becomes a 4-hour workflow.
What We Build

Seven disciplines.
One team that ships.

Lead offering
01

AI Workflow Automation

One workflow. Weeks-to-afternoon time savings.

Custom AI pipelines trained on your documents and templates, connected to the tools you already use, with human review at the points that matter. Not a generic chatbot — a production system built for one specific workflow. Custom-scoped after discovery.

What's folded in

  • Proposal writers, document processors, and report generators
  • Complex multi-step automations with review and approval gates
  • Team agents that coordinate across systems and inboxes
  • Data extraction from forms, contracts, specs, and invoices
  • Deployment inside Outlook, Word, Drive, Teams, or SharePoint
Custom-scoped after the AI Opportunity Audit · Start there →
02

Knowledge & Doc Intelligence

Turn the document pile into a usable memory.

RAG systems, semantic search, internal knowledge bases, and document intelligence. Your team finds answers in seconds instead of hunting through folders. Custom-scoped after discovery.

03

Voice AI

AI phone agents for reception, booking, triage, and after-hours.

Custom AI voice agents with your firm's tone and routing logic. Appointment booking, lead qualification, call transcription, CRM integration. Never miss a lead after hours. Custom-scoped after discovery.

04

Custom Software & Websites

Web apps, marketing sites, internal platforms, and mobile.

Design-forward builds from spec to production. Marketing sites that position the firm correctly. Internal platforms that replace spreadsheet workflows. Shipped with production discipline. Custom-scoped after discovery.

05

Cloud & Infrastructure

Network architecture, cloud platforms, hybrid systems, plus ongoing support for what we build.

Designed as one coherent system, not bolted together. Enterprise-grade network engineering. Cloud rightsizing. Migrations that don't break what's running. A direct line to the team that built your stack — monitoring, patch management, and advisory when you need it. No ticket queues, no call-center scripts.

06

Security & Compliance

Zero-trust, SOC 2, HIPAA readiness, endpoint protection, email security.

Assume breach and engineer accordingly. Zero-trust architectures, endpoint protection, incident response, and compliance readiness for firms that need to show their work. Custom-scoped after discovery.

07

Strategy & Advisory

Fractional CTO, AI roadmaps, architecture reviews, technology strategy.

For leadership that needs a senior technical voice without a full-time hire. AI opportunity mapping, roadmap planning, architecture reviews, vendor evaluation. Sitting on your side of the table, not the vendor's. Custom-scoped after discovery.

What We Ship

Shipped systems,
not slide decks.

AI Platforms

Production AI Systems

Knowledge graphs, classifiers, agent workflows, and review pipelines deployed into live daily operations. Built with the reliability patterns that make AI usable past the demo — retries, approvals, observability, and human review where it matters.

AI Platforms · Agents · Review Pipelines
Knowledge Systems

Retrieval & Intelligence

Semantic search, document intelligence, and internal knowledge bases that work on messy real-world corpora. Graph layers when relationships matter. Hybrid retrieval with citations users can verify.

RAG · Semantic Search · Graph
Applications

Custom Web Apps & SaaS

Production web applications and mobile SaaS products, shipped end to end. From database schema through authenticated UI and native mobile deployment — built to run real operations, not sit on a pitch deck.

Web Apps · SaaS · Mobile
Integrations

Workflow Automation

AI-assisted workflow systems for high-volume repetitive work — document generation, intake, triage, extraction, classification. Deployed into the tools teams already use, with human review at the points that matter.

Automation · Document AI · Workflow
Platforms

Client Portals & Admin

Secure multi-tenant portals with messaging, invitations, role-based access, audit logging, and account flows. Shipped fast without cutting corners on auth, isolation, or data handling.

Portals · Auth · Multi-tenant
Websites

Premium Marketing Sites

Design-forward websites for companies whose work is stronger than their current web presence. Editorial typography, motion with restraint, fast performance. Built to raise perceived value before the first call.

Design · Copy · Performance
How We Work

Audit first. Build with
intent. Ship into the
tools your team already uses.

Audit

Find the right workflow first.

One paid week to map the workflow, size the opportunity, and deliver a written roadmap.

Yours to keep either way.

Build

Production-minded, start to finish.

Front end, back end, AI layers, integrations, and admin controls built as one coherent system. Scope and timeline defined during the audit.

All work handled in-house. No outside subcontractors.

Ship

Into the tools your team already uses.

Deployed into Outlook, Word, Drive, Teams, or SharePoint — not another dashboard to check.

Human review stays in the loop where it matters.

Start with the workflow
that's costing you the most.

One week gets you clear on where AI belongs, which workflow is worth automating first, and what it will take to ship. Then you decide what moves forward.

Book the AI Opportunity Audit

Paid engagement · One week · Written roadmap yours to keep

Questions before
you book?

Send a note directly. We'll respond personally within one business day — no SDR follow-up, no autoresponder.

Emailpaul@obsidiannw.com
Phone+1 (503) 949-5569
LocationSalem, Oregon · Remote-first engagements
Reviewed personally within one business day.