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AI process automation for professional services

Consultants hand you a deck. We hand you a running AI system.

We evaluate which manual workflow costs you most, build the automation on your real data, and run it after go-live. Live in 45 days.

Talk to us ->734.259.4800
  • +Priced against the hire you'd otherwise make, not by the hour
  • +Built inside your own tenancy and access controls
  • +We operate it after launch and answer for the number
$10-30k
typical first build
10-15/mo
build capacity
45 days
to a live system
~5 hrs
from your team

Trusted by industry leaders

Berry LawThe Manely FirmKarbonLawtradesQualigenceProduction TheoryEdward JonesCBRE

10-15 builds a month · fixed-scope entry, priced against the hire you’d otherwise make

The problem

Everyone advises. No one owns it.

Who owns what
Evaluate
Build
Operate
Consultants
MSPs
AI vendors
Revenue Institute
owns itpartialadvises onlynot their job

How it works

Small entry. Compounding return.

One painful process first. We expand only once the math holds, so you never write the big check on faith. We evaluate, build, and operate every stage ourselves.

01 - entry

Process automation

Your highest-cost manual workflow, automated end to end.

fixed-bidlive in 10-20 days
02 - proof

Proof of concept

Built on your rules and stack. If the math doesn't hold, we stop.

your datatied to a number
03 - operate

AI Operators

Agents that own a role end to end, with a human on the calls that matter.

Intake coordinatorBilling clerkPipeline analyst
Curious what one would do in your firm? Tell us the process and we’ll scope it.
run by ussupervised by you

Delivery - the C.O.R.E. method

your total lift: ~4 hours
Capture
weeks 1-3
Orchestrate
weeks 4-10
Run
weeks 11-14
Expand
day 100+

Built for your firm type

Your systems know what a matter is. Or they don’t.

Generic automation stops at the record. Ours is built around the unit of work you bill against.

Choose a firm type to see its workflow and build

One workflow, before and after

Time capture at a 90-attorney firmbars = relative time spent

Before

Attorney reconstructs the day from memory
28 min
Re-keys entries into practice management
19 min
Billing chases the missing narratives
2 days
Hours that never make it onto a bill
6-14%

After

Draft entries assembled from calendar, email, documents
automatic
Attorney reviews and approves the day
4 min
Coded and written to practice management
same day
Billing chases nobody
none

Matter-aware systems, intake to billed time.

For the COO / firm administrator
  • +Matter-level time capture from email, calendar, and documents
  • +Timekeeper approval with UTBMS codes, written to your PM system
  • +Intake and referral CRM connected to practice management
  • +Realization tracked by attorney and matter type
See the law firm playbook ->
10-25%
of billable hours typically recovered. A stated assumption, not a guarantee

Systems we connect

ClioMyCaseSmokeballHubSpotLitify
Privilege-first
No public models · bar-advertising aware · audit trail per action

The honest comparison

Us, consulting, your ops team, or a tool

Including where the other three are the right call.

What you need
Revenue Institute
Big consulting
Internal ops
AI tool alone
Builds it and runs it day to day
Yes
No
If staffed
No
Working system in the first 100 days
Yes
Rarely
Varies
Partial
Knows your unit of work
Yes
Sometimes
Yes
No
Fixed-scope entry, priced against a hire
Yes
No
n/a
Seat-based
Accountable for the number afterward
Yes
No
Yes
No
Compliance handled per firm type
Yes
Sometimes
Yes
No

Where the others win: Big Four for board-level M&A diligence; your internal team once the system is stable and documented; a point tool when one narrow task is the entire problem.

Case study, plus more proof

Four numbers, four firms.

+326%
Lead growth, with paid spend down
Berry Law · 2025
136 hrs
Returned to the team, every week
Karbon · steady state 2025
2.5 wks
CRM migration plus a custom integration
Manely Firm · 2025
36.2%
Sourcing time saved by one agent
Qualigence · 2025
Berry LawLEGAL SERVICES · 32,000 ACTIVE CLIENTS
“Revenue Institute was able to align sales, marketing, and IT. They moved us to a privacy-compliant AI system that grew our leads by 326% in 4 months.”
Joe DeMike, Chief Marketing Officer at Berry Law
Led by Stephen Lowisz and a team of Operators at Revenue Institute. No decks included, just results.
+326%
Lead growth, with Google Ads spend down
3 wks
To ship what a prior team missed in six months
1 FTE
Of manual lookup work automated. Same employee, new job

Fair objections, straight answers

Ask us the hard one first

“AI is hype. It won’t work in a firm like mine.”+

Then judge it on a number, not a narrative.

+326%leads, spend down
“We don’t have bandwidth for an implementation.”+

Four hours from your team, all in week one.

2.5 wksstart to finish
“We hired a consultant once and got slides.”+

We stay on the system after go-live.

136 hrsback per week
How is this different from an AI consultant?+

Consultants deliver a recommendation and leave. We build the system and run it as an operating partner, measured on hours recovered and revenue moved.

What's the smallest way to start?+

One fixed-scope automation on your highest-cost manual workflow, often live in 10 days, priced against the payroll it avoids.

Are you telling me to replace my people?+

No. The target is the roles you haven't hired yet. Your people keep the judgment work; most firms redeploy the freed hours.

Is it safe under confidentiality or regulatory obligations?+

No client data in public models, systems built inside your tenancy and access controls, and an audit trail on every automated action.

Who owns the system afterward?+

You do: in your tenancy, in your tools, documented. We run it while that's the cheaper answer, then hand over and stay on call.

Start here

Grow the firm, not the payroll.

Send us the process that’s costing you the most hours. We’ll tell you straight whether it’s worth automating.

  • One business day, from a person who has built these
  • A rough range before you spend a meeting on it
  • If we're not the fit, we say so and point elsewhere
Rather talk first? sales@revenueinstitute.com

Tell us the one process

One business day. You get whether it’s worth automating, a rough range, and what we’d need to see. No deck, no discovery series.

One business day - a person reads it - no sequence

We use your details only to answer this enquiry. No list, no sequence. See our privacy policy.

Revenue Institute

We evaluate, build, and operate. Novi, Michigan.

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© 2026 Revenue InstitutePrivacy policyUpdated 2026 · reviewed by Stephen Lowisz
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