Agentic Consultancy
Your Business Deserves an Agentic Chief of Staff
Stop Doing $50/hr Work on a $500/hr Schedule.
We deploy an agentic AI system that handles the operational weight of your firm — inbox triage, scheduling, briefing prep, CRM updates — so you can focus on the work only you can do.
Three Pillars
The Invisible Operator Your Firm Has Always Needed.
Three leverage points that compound. Individually powerful, transformative together.
Filter the Noise
Augmented Executive Briefings
Your agent synthesises email threads, meeting notes, and market signals into a single daily brief. Arrive at every meeting already knowing what matters.
Delegation
Communication Proxies That Can Act
Your AI proxy drafts replies, schedules follow-ups, and executes defined workflows on your behalf — with your voice, your rules, your boundaries.
Strategic Context
Your Brain, CRM & Inbox — Connected
Stop copy-pasting between tools. We build the connective tissue between your knowledge base, CRM, and communications so your business thinks as one system.
Pricing
Your Firm's Back-Office. Automated.
Every engagement starts with a discovery audit. We diagnose before we build.
Set Menu
Ideal for: Individual principals & high-volume professionals
An autonomous agent with a name, personality, and front-of-house presence. Your digital Chief of Staff.
À La Carte
Ideal for: Accounting firms, property management & data-heavy teams
High-powered, invisible workflows that move data across your business with 100% accuracy. Workflow mastery.
Enterprise
Ideal for: Multi-partner firms & complex organizations
If your firm runs on complexity, we build around it. Custom architecture, private deployment, and a dedicated implementation team.
- Multi-agent system, every function
- Private, dedicated infrastructure
- Unlimited seats & integrations
- Quarterly strategic review with Vaughn
Pricing is scoped to your firm. Every enterprise engagement is custom — tell us about your needs and we'll structure a proposal within 48 hours.
Who This Is For
Built for high-value service professionals.
If your time bills above $300/hr, you need an Augmented Chief of Staff.
Example Workflows
Wealth Managers
- 01
Client portfolio digest: performance, drift alerts & upcoming reviews in one brief
- 02
Prospect research agent: pulls LinkedIn, news & SEC filings before every intro call
- 03
Compliance documentation assistant: tracks disclosures, filings & attestation dates
- 04
Relationship CRM updater: logs every call, email & meeting automatically
A Note from the Founder
I've spent the last decade building AI for enterprise teams, and I've learned one thing: executives don't need more automation. They need more leverage.
Your Augmented Chief of Staff isn't a chatbot or a task manager. It's a thinking partner that knows your business, your team, and your constraints. It operates with your authority, protects your interests, and scales your impact.
If you're doing work that could be done by someone else, you've already lost. Let's fix that.
Vaughn DiMarco — Founder, Uptick