Every case study below is built around a real engagement with a small professional service firm in western Pennsylvania. Client names are kept anonymous.
The Problem
Staff spending hours weekly on client email summaries and document prep manually
The Result
8 hours saved per week across the team within 30 days
Results typical of AI Integration Sprint clients
Client intake process was entirely manual, creating bottlenecks and missed follow-ups
Intake time cut by 60%, zero missed follow-up calls in first month
Results typical of AI Foundations Workshop clients
Agency was paying for Microsoft 365 and Copilot licenses but no one knew how to use them
Team confident using Copilot daily, estimated 6 hours saved per employee per week
Every one of these firms started by having a conversation. No commitment required.