We build AI systems for professional-services firms.
Your clients pay for your judgment, and your week is full of work that is not judgment: intake, paperwork, status questions, reports. We build AI systems that take that work off your people, with a professional approving anything a client sees.
At a glance
- What it is
- AI systems designed, built and installed in the tools your firm already uses, with a professional approving anything a client sees.
- What it costs
- $10,000 to $20,000 for the AI readiness assessment, credited in full if you go on. $25,000 to $75,000 to build. Or start with one workflow, $7,500 fixed. Support after launch is optional, $3,000 to $10,000 a month.
- How long
- Two to three weeks for the assessment. Six to twelve weeks to build. About three weeks for one workflow.
- What you keep
- The workflows, prompts, configuration and documentation, in your own accounts.
- Who leads it
- Anthony Clemenza leads every engagement.
- The legal side
We build systems. We do not tell you what any law or professional rule requires of you; that is for your own counsel.
Anthony Clemenza also owns Clemenza Law Group, a separate New York law firm that advises companies on the legal side of AI, like AI policies and vendor contracts. You hire it separately, under its own agreement and fees: clemenzalaw.com, (212) 365-4875.
Pick the one
that sounds like you.
Law firms
AI systems designed, built and installed in the tools your firm already uses, with a lawyer deciding before anything leaves.
Accounting firms
AI systems designed, built and installed in the tools your firm already uses, with a reviewer approving anything a client sees.
Wealth management
Operating systems with AI built in, designed and installed in the tools your firm already uses. Your advisors approve everything a client sees.
Insurance agencies
AI systems designed, built and installed in the tools your agency already uses. Licensed staff handle anything that is coverage advice.
Medical practices
Administrative AI systems for your front office, designed, built and installed in the tools your practice already uses.
What we build for a professional-services firm.
- 01
Client onboarding and intake
A guided form collects what you need, the right people are told, and each new client starts with a complete file.
- 02
Documents from your own templates
Engagement letters, proposals and routine documents assembled from templates you supply and own.
- 03
Meeting prep and follow-up
A brief before the meeting, drawn from your own records, and a draft of the follow-up afterward for your professional to correct and approve.
- 04
A client service desk
Clients ask for a status or a document and get an answer drawn from your own records. Anything that needs advice goes to a person.
- 05
Weekly reporting
A plain summary of open work, deadlines and what is waiting on whom, written from your own records.
- 06
Review gates and operating controls
Nothing a model drafts reaches a client until a professional decides. Who may use which tool, what it can see, and a log of what happened.
Your professional judgment stays with your professionals. The systems prepare; your people decide, advise and sign. We never give advice in your profession, and we do not tell you what any law or professional rule requires of you. That is for your own counsel.
What we have already built.
These run in companies our principal owns or leads. They show what we can build, not results for anyone else.
A private client portal
Documents, messages, invoices and signing in one place, with each client's records kept apart. You can tour one on sample data at clemenzalaw.com/tour.
Intake and booking
A guided form with bot protection, booking, and a confirmation the moment a person finishes.
Documents from versioned templates
Templates that are versioned and pinned, with a fingerprint on every file issued.
Questions people ask before they begin.
How much does AI implementation cost for a professional-services firm?
$10,000 to $20,000 for the readiness assessment, then $25,000 to $75,000 to build, fixed in writing once the scope is agreed. The assessment is credited in full against the build. If you would rather start with one job, the First Workflow is $7,500 fixed, and that fee is credited against Implementation if you continue within six months.
Which firms is this page for?
Accounting and wealth firms, insurance agencies, medical practices, law firms and consulting firms: any firm whose people sell judgment and spend too much of the week on paperwork. Each of the first five has its own page below, with the questions that firm asks. Consulting firms read this page.
What is an AI readiness assessment for a professional-services firm, and what do I get?
It is two to three weeks of study and a written report. We interview you, walk through how your firm really runs day to day, and write down where AI could take work off your people and where it should stay out. You also get a ninety-minute review with Anthony Clemenza. The report is yours to use with us or without us.
How long does it take to get AI working in your firm?
About three weeks for one workflow, and six to twelve weeks for a full implementation. For a full build, the two-to-three-week assessment comes first. Your part is a few conversations, access to the people and records we need to see, and your approval at each step. We confirm the dates in writing before work starts.
What is safe to start with?
Start with work that prepares something for a person to review: drafting, sorting, summarizing, assembling. Do not start with anything that decides or sends on its own. The First Workflow, $7,500 fixed, is built that way: one job, about three weeks, and a person approving anything that leaves.
Do our regulator or professional body say anything about AI?
Many do, and they differ by profession and by state. What they require of you is a question for your own counsel or compliance officer, and we do not answer it. We build so you can show what each system does, what information it could reach, and who approved each output.
Do we need an AI policy before we start, and do you write it?
We do not write AI policies or tell you what the rules require of you. That belongs to your own counsel. Anthony Clemenza also owns Clemenza Law Group, a separate New York law firm that advises companies on the legal side of AI, like AI policies and vendor contracts. You hire it separately, under its own agreement and fees: clemenzalaw.com, (212) 365-4875.
How do you keep a partner responsible for the work?
Every draft waits for a named professional. The system shows the sources behind the draft, the professional approves, edits or rejects it, and the system records who and when. Nothing is sent or filed by the system itself, so the work product is still yours to stand behind.
Can you work inside the tools we already use?
Where the tool allows it, yes. During the assessment we list what you use today, such as email, document storage, your client-management and billing software, and say which can be connected safely and which cannot. We build around what you already have before suggesting you replace anything, so your people are not learning a new system.
What does a tool review look like before we adopt one?
We look at what the tool can see, where your data goes, whether the provider trains on it, what it costs as you grow, and how you leave with your data. Those are business questions we work through with you. Reading and negotiating the contract is for your own counsel.
What do staff need to be trained on, and who does it?
We train the people who will use each system, in plain English, with the written guide in hand. Training covers what the system does, what it may see, what to check before approving, and how to turn it off. Anthony Clemenza leads the engagement, so the training reflects what we built.
Will our data be used to train anyone's model?
No, not under the business terms we set model access up under. OpenAI's API data policy says data sent to its API is not used to train its models unless you opt in, and Anthropic's commercial terms say it may not train models on your content. Terms can change, so ask us which providers a build uses before you sign.
Who owns what you build?
You do. The workflows, prompts, configuration and documentation are yours at handover, in your own accounts, and you can run them without us. Operate, our monthly support, is optional and ends on notice, so leaving us never means losing what we built. Your data stays in your own accounts too.
What will you refuse to automate?
Anything that gives advice or makes a decision a licensed professional must make: legal, tax, medical, investment and coverage advice, and anything that sends or files without a person approving it. We build the preparation. Your people do the judging.
Start with an assessment, or with one workflow.
Based in New York and South Florida. We take engagements anywhere; travel outside those areas is billed at cost.
- The Diagnostic
$10,000 to $20,000, two to three weeks
- Implementation
$25,000 to $75,000, six to twelve weeks
- Operate
$3,000 to $10,000 a month, ongoing
- The First Workflow
$7,500 fixed, about three weeks