AI Automation & Consulting
Custom AI systems,
built for your firm.
A lead calls. Intake done, agreement out, Clio matter open the moment it's signed. That's one version. Yours might be phones, dashboards, follow-up. We build and run yours month to month, for law firms, wealth management, and any business that runs on calls and clients.
The consult: one hour with the team. You leave with a clear plan. Credited toward your build if you move forward.
Live in law firms and wealth-management firms today · 30 years of enterprise automation on the founding team · Built on SOC 2-audited infrastructure, audit-logged through SaveYa Ops.
In production
Real systems. Running real firms.
These are production systems firms rely on every day, handling real calls, real clients, and real money right now.
+70% lead quality.
A New Jersey injury firm grew lead quality by 70%, and Spanish-language leads climbed from 5% to 30% of intake, after we rebuilt how leads are captured, answered, and followed up.
Law · Lead conversion
Your whole stack, in Claude.
Our platform wires a firm's real tools back into AI, so staff run their software by just asking. Clio, Wealthbox, RingCentral, Microsoft 365 and more, all built on production integrations, not demos.
Platform
What clients say
“If you are like me, a professional seeking to integrate AI into your business, these guys are THE BEST. Chris and Matt take the time to learn your business and provide thoughtful, price conscious solutions. They are responsive and attentive.”
“I have been working with SaveYa Tech for a few months now and am extremely pleased with the communication and turnaround time on the projects we are developing to help our efficiencies and cost cutting.”
“Chris has developed a high-quality AI virtual assistant that has become a valuable part of the firm's operations. Beyond the technology itself, he is always willing to go the extra mile to ensure projects are completed successfully and that solutions meet the firm's needs.”
“Chris and Matt are amazing. They are so helpful and they get excited along with our team as we explore different ways to work more efficiently. Highly recommend them to everyone!!!”
The difference
Generic AI makes you fit the software. We build the software to fit you.
Most AI you can buy is built for everyone, which means it is built for no one in particular. You end up bending your firm to fit the tool. We do the opposite. We learn how you actually run intake, files, and cases, then build around that. You do not change how you work to use it. It works the way you already do.
How it works
Simple process. Serious results.
Consult
We map your entire operation and find every place AI can save you time, money, and headaches. No tech jargon. Just a clear picture of what's possible and where to start. It's a real working session. $250, credited toward your build if you move forward.
Build
We build custom solutions for your business: AI receptionists, dashboards, billing automation, CRM integrations. Everything is built for you, not repurposed from a template.
Manage & Evolve
We don't build and disappear. We stay with you, monitoring, optimizing, and keeping you current as AI evolves. New tools drop every week. When one fits your business, we bring it to you.
What we build
Everything your firm runs manually, handled for you.
From First Call to Open Clio Matter
A lead calls. AI intake runs, the agreement goes out for signature, and the matter opens in Clio the moment it's signed. Live in law firms today.
AI Voice Receptionist
Answers every call 24/7, books, routes, never misses a client. A common first step.
Back-Office Autopilot
For a wealth-management firm we run the whole admin stack: bookkeeping, bill approvals, renewals, and household dashboards.
AI Employees + Consulting
Software trained on your business that works like staff, plus hands-on training so your team runs real tools with confidence.
If You Can Think It, We Can Build It.
AI agents, custom software, full system replacements, workflow builds. If your business has a problem, we have the solution. No ceiling on what's possible.
Not sure where to start?
Tell Hank what you need.
Drop your info below and Hank, our full-time AI employee, will text you back directly. He can answer your questions, walk you through what we do, and help figure out what makes sense for your business.
Why now
AI is already changing
your industry.
Your competitors are learning, adapting, and automating. Every month you wait is a month they pull further ahead.
The businesses that move first win. One firm we work with went from sending every after-hours call to voicemail to booking consultations at midnight, within a week of going live. We'd love to do the same for you.
Find Out Where AI Can Help You →Who we serve
Built for firms that run on calls and clients.
We work deepest with law firms and wealth managers, the businesses where every call is a client and every detail is on the record. If your business runs the same way, we can probably help.
Don't see your industry? Tell Hank what you do, and we'll tell you straight whether we can help.
The platform underneath it all
Most AI tools are an island. Ours runs your whole stack.
Every system we build runs on SaveYa Ops, a secure layer that sits in front of the software you already pay for and hands it back to your team, and to AI, through one connection. Your team asks in plain language. Your systems answer. Every action is logged, sensitive fields stay out of sight, and a person approves the steps that matter.
See the platform →Security & Compliance
Your clients' data stays protected. Always.
Before we touch anything involving client data, we run a full compliance review, and we build on SOC 2-audited, HIPAA-eligible infrastructure so your business stays protected.
Your Data Stays in Your Systems
Your client data lives in your systems. We connect through their APIs and keep only the minimal operational records a workflow needs to run.
Built on Certified Infrastructure
We build on infrastructure that's SOC 2 Type II audited and HIPAA-eligible, like Supabase, Vercel, and Anthropic. SEC/FINRA-aware for financial services.
Encrypted End-to-End
All data in transit is protected with TLS 1.2+ encryption. Credentials are vaulted, kept out of application code, and kept out of logs by design.
Approval Gates, Redaction, and Audit Logs
Every action runs through SaveYa Ops. Sensitive fields stay redacted, the steps that matter wait for a person to approve them, and each action is written to an append-only audit log.
Questions about how we handle your data? Talk to us directly.
Your AI Partner
AI never stops evolving. Neither do we.
New tools drop every week. New automations. New breakthroughs. Most businesses have no idea what's relevant to them, or they find out a year too late.
We track what's coming so you don't have to. When something comes out that could make your business faster, smarter, or more profitable, we bring it to you first.
Always watching what's next
We monitor AI developments daily, tools, models, automations, and filter what's actually useful for businesses like yours.
Proactive upgrades, not reactive fixes
When something better comes out, we don't wait for you to ask. We evaluate it, test it, and bring you a recommendation before your competitors figure it out.
You're never left behind
While other businesses are still figuring out yesterday's AI, your operation is already running on today's. That's the edge we give you.
From the blog
Guides from the people building it.
Written by the team behind live AI systems running in real firms today.
Ready to find out where AI
can grow your business?
Book a $250 consultation. We'll map your workflows, find the opportunities, and show you exactly what's possible.
Or call us: +1 (781) 734-6337