1. Free AI Workflow Review
A 30-minute discussion of current systems, bottlenecks, and opportunities. You leave with specific ideas—not a generic AI presentation.
Practical AI Automation for Professional Services Firms
In insurance agencies, bookkeeping firms, and similar practices, the product is people’s time. Too much of that time goes to intake, chasing documents, renewals, inbox triage, and rebuilding the same status for a principal. Lumify connects those systems and surfaces the exceptions that actually need a person.
Who this is for
Owner-led professional-services firms—starting with insurance agencies and brokerages, accounting and bookkeeping, and select legal or adjacent practices—that already use CRM, email, and accounting software and cannot justify a full-time engineer.
Where the hours go
- New-client intake that starts in email and ends in a spreadsheet
- Document collection with no reminder system that actually runs
- Renewals remembered by one person
- The same policy, fee, or process questions answered from memory
- CRM and accounting that never quite match
What we build first
- Intake and follow-up sequences that write back to the CRM
- Inbox classification for new work vs. billing vs. existing-client questions
- Knowledge search over procedures and past work so staff stop digging through folders
- CRM and QuickBooks connections so invoices and client records stay aligned
- An executive brief: open intake, stalled renewals, overdue invoices
Keep the software your team already knows.
Lumify connects your existing CRM, email, accounting, scheduling, and industry-specific systems. We automate the work happening between them rather than forcing your team onto another platform.
Your data stays under your control.
Lumify uses secure, scoped access to the systems required for each workflow. We don’t need employee passwords, and solutions can be Lumify-managed or deployed into your own cloud environment when appropriate. Read how access works.
How customers buy
2. AI Opportunity Assessment
We map high-value opportunities, technical requirements, expected impact, and recommended priorities.
3. Build & Deploy
Fixed-scope implementation of the selected workflow, connected to the systems you already use.
4. Manage & Improve
Optional hosting, monitoring, maintenance, and improvement as the business changes.
Common questions
We sell expertise. Can any of this be automated?
The judgment stays with your people. We automate the chasing, filing, and status work around it.
Will you train a model on our client files?
No. We do not use your data to train public models. Access is scoped to the workflow. See security.
Is this the same as buying another practice-management tool?
No. We connect the tools you already made the team learn.