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Service Businesses Adopting AI

Get your team’s hours back.

We build AI workflows for law, accounting, real estate and healthcare practices. Start with a repeat task such as intake, document collection, scheduling or follow-up, and define what the system handles and what your team approves.

Book your growth consult →How it works
  1. Inquiry
  2. Book a visit
  3. Follow up
Intake, follow-up and scheduling move as one system. The same pattern fits multi-location and field businesses: the inquiry, the visit and the invoice.

The problem

The busywork is eating your margin.

The hours go to repeat work: chasing leads, follow-up, the same report, copying data between systems. Those hours should be on the work that pays the bills.

Intake

Lead intake & response

Inquiries arrive nights and weekends and sit until someone is free. A same-day reply is the first thing to fix.

Follow-up

Follow-up that falls through

The deal you lost was usually the one nobody chased. Automated, human-reviewed sequences keep every prospect warm without anyone remembering to.

Reporting

Reporting & data entry

The same report rebuilt by hand every week, the same details copied between a form and your system. Rules-based, repetitive, clean to automate.

Where we help

Built for your industry.

A law firm needs a reviewed draft. An accounting firm needs the right documents collected. A practice needs appointments and intake kept in order. The workflow and review rules follow that job.

A practical sequence for choosing the first workflow is in the guide to AI automation for service businesses. Teegan Johnson, Founder & Chief Growth Officer, develops partnerships in this work, including the relationship with Appomate.

Legal

Law firms

Intake triage, document drafting assistance, and client follow-up, with a human reviewing every output.

Accounting

Accounting firms

Client onboarding, document collection chase, and routine reporting handled automatically.

Real estate

Real estate

Lead reply, listing workflows, and the steps of a deal, so nothing sits overnight.

Healthcare

Healthcare practices

Scheduling, reminders, and intake workflows that cut no-shows and admin load.

1,100+
Leads at A$27 each, Appomate
350+
Inbound messages from a $220 campaign, dance studio
50+
Estimated hours/week saved in our own team

How we work

Automate one thing, prove it, repeat.

Before building, we document the current steps, the time they take and the decisions that need a person. The pilot is measured against that starting point.

Step 1

Map the busywork

We list the rules-based tasks your team repeats every week and rank them by hours times frequency. The biggest drain is usually a small task repeated constantly.

Step 2

Automate the highest-value one

We build one workflow end to end and compare its output and running cost with the agreed baseline before expanding.

Step 3

Keep a human in control

A person approves anything that touches a client or cannot be undone. The automation earns autonomy only after it earns trust.

Step 4

Measure the hours reclaimed

We track the time saved and turn it into a number you can defend, the number that turns one automation into a program.

Case studies

Lead generation and our own automation work.

5% to 80%Qualified share of leads, in 30 days

Appomate

Appomate: From 5% Qualified Leads to 80% in 30 Days

285 Leads at $39.50 each$53,000 What one Appomate customer is worth
Read the case study →
50+Estimated team hours saved weekly

Strataigize Marketing

How Our Marketing Agency Uses AI Agents to Automate Busywork

40+ Estimated client tasks queued monthly7 days A week of industry news, read in minutes daily
Read the case study →
“They turned a messy growth problem into a plan we could run.”
Emily Lauren, Founder · Guiding Light Education

Browse every case study →

Questions

AI automation, answered.

What is AI automation for a service business?
AI automation uses AI-powered workflows to handle repetitive, time-consuming tasks: intake, follow-up, document handling, scheduling, and reporting. Your team spends its time on the work clients actually pay for. Strataigize builds these workflows with a human in the loop, so a person approves anything that matters.
What should we automate first?
Start with the repeat internal work: lead intake, follow-up, or reporting, not a customer chatbot.
Will AI replace my staff?
No. We build human-in-the-loop systems that take on the busywork while your team keeps the judgment. Your team reviews and approves outputs; the automation just gives them their hours back.
How much time can it save?
We estimate that our own agents save 50-plus hours a week on our work. Your potential saving depends on the task, its frequency and the review it needs. A paid audit can establish that baseline.
Is it safe and compliant?
Every workflow runs behind human approval for irreversible actions, with scoped access and an audit trail. We tailor controls to your industry’s compliance requirements, and we fix a broken process before we automate it.

Scope your first automation.

On a free 30-minute call, we review your workflow and explain what a paid audit or pilot would cover.

Book your growth consult → Rated 5.0 on Clutch