Custom AI agents
that grow your firm

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AI agent development services

Production-ready agents that work on your growth plan, alongside your team.

We design, pilot, and strengthen agentic systems on your existing platforms, beside the people who own the growth outcomes they support. Data and security foundation first. Human observability, review, and judgment, always. Model-agnostic, to avoid vendor lock-in and token inflation risk.

Every agent we build starts with the same foundation.

  • Agents work from firm context.

    They draw on the accounting systems, CRM, Teams/chat, meeting notes, and processes where your work already lives.

  • Partner knowledge stays with the firm.

    We capture what your partners know through interviews and their own work, so agents can use it long after they retire.

  • Pilots make it to production.

    Every agent comes with governance, testing, reusable context, and a named owner inside your firm.

  • Leaders see what’s working.

    Every agent action is logged, so leaders can see where the return is coming from.

How the process works

From idea to growth-enablement, in minimal time.

Our agents reach piloting in as little as two weeks. From there, we test and improve until the agent is ready for your growth team’s daily use. Every custom build follows the process below.

  1. AI Opportunity Audit

    A deep dive into how work moves through your firm across people, systems, and decision points. The goal is to understand where AI can safely accelerate growth or free human capacity for growth activities.

  2. Scoping

    Using your data and platforms, we make architectural decisions, build a secure data foundation, and design guardrails before anything gets built.

  3. Building and piloting

    Experienced engineers build and deploy the pilot, with observability and evals you can trust. Your team pushes the pilot to the extreme, so we can be sure it’ll survive normal use.

  4. Deployment

    The AI agent goes live, connected to your systems and workflows so it can begin executing real growth work. Zero migrations are required.

  5. Agent optimization

    We continuously strengthen how the agents operate over time, as underlying models improve. Costs are controlled. Edge cases are addressed immediately. Monitoring never stops.

Seamless integration

Works Where Your People Already Work

Your agents pull from the systems your firm already runs and deliver everything where your people already are (Teams, Outlook, etc.). There’s no new login, app, or platform to learn. The agent learns and adapts to each user, the way a human teammate does.

Operating growth agent examples

Your growth team’s capacity, expanded

Business development

Revenue Signals Agent

Every Monday, each partner gets the few companies worth calling, with the reason and a warm path in, plus any client work running over its fee.

Monday brief Teams

Wrenfield Paving Prospect

Its latest retirement plan filing shows 131 participants with account balances, past the line that requires a plan audit. It also took a $1.4M SBA loan in June.

Who can introduce you: the SBA lender, Peachtree Community Bank, which has referred clients to your firm before.

Bramblewick Mechanical, 2025 returns Margin

138 hours against 95 budgeted. $6,800 over the fee, and no one has raised it with the client.

Sample output. Names are fictional.

Outcome

More qualified meetings from the same business development hours, and fees recovered before they’re written off.

  • Lives in Teams and Outlook
  • Read-only on your systems
  • A source behind every fact
How it’s built Hide how it’s built

How it works

  1. Watches public records: federal contracts, SBA loans, retirement plan filings and state registrations.
  2. Matches records to companies by public IDs where they exist, then by name and address. Unsure matches go to a person.
  3. Scores each signal against your ideal client and your service lines.
  4. A second AI check tries to disprove every fact before anything is sent.
  5. Delivers in Teams and Outlook. Each partner’s feedback re-ranks their next brief.

Built to pass IT review

  • Runs in your firm’s own Microsoft cloud (Azure). Client data goes only to the AI model your firm approves.
  • Read-only on your firm’s systems. It writes only its own notes and each partner’s brief.
  • Your 7216, independence and confidentiality rules are enforced in code before the AI sees client data.
  • Must pass tests against instructions hidden in documents before release. It says “I don’t know” when the evidence isn’t there.
  • Every action is logged, and no update ships until it passes fixed accuracy and safety tests.

Also: alerts when a bookkeeping client’s numbers shift, and one-page prep before client meetings.

Content

Content Engine

Every week, turns the questions your clients are asking into a post in a partner’s voice, ready for their edit.

This week’s top idea Teams

The 13-week cash forecast: what to watch every Monday CAS

Angle: the four numbers that warn an owner a cash crunch is coming, and when to call the bank.

Why now: cash flow forecasting came up in 9 client meetings and 6 client emails this month, against 1 in all of last quarter.

  • Ranked 1 of 20 this week
  • Interview: 8 questions for the partner
  • Draft: LinkedIn post, ready for edit
  • Review: no open issues

Sample output. Names are fictional.

Outcome

Your partners answer what your market is asking every week, so the right owners call your firm when the need arrives.

  • Client details stripped
  • A short interview, then your edit
  • You approve every word
How it’s built Hide how it’s built

How it works

  1. Each week it reads what your niche reads (trade press, YouTube, LinkedIn) and spots the questions rising in your client meeting notes and emails.
  2. Scores every idea against your audience and your firm’s point of view, and keeps up to 20.
  3. Interviews the partner with a short set of questions, so the substance is theirs.
  4. Drafts in your house style. Six AI review passes flag anything generic or unsupported.
  5. The partner edits and approves. Edits that repeat become rules for the next draft, once the partner approves them.

Built to pass IT review

  • Reads meeting notes and email only through your Microsoft 365, with the access your IT team grants.
  • Client details are stripped before drafting, and a person checks every draft.
  • Each factual claim is checked against its source. Unproven claims are flagged for you.
  • Nothing publishes without a partner’s approval, and it learns only from edits that repeat.
  • Works with the AI model your firm approves. Any switch is re-tested first.

What AI agent would accelerate your growth plan?

Email:
derek@theoutlierpractice.com
Phone (call or text):
402-972-6339

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Our why

Independent firms must prosper.

In a desirable world, the underdog must have a chance to win. Speed versus size, legacy versus brand, ingenuity versus strength. Dynamism requires competition. Clients and professionals must have the ability to choose independence and thrive.

Today, resources win.

Size is a proxy for power. There are few things that can’t be won with more available resources to throw at them. Industry consolidation is emptying out the “middle,” pressuring independent firms to sell, stay small, or struggle.

Technology is the great equalizer.

Every firm has access to the same intelligence. The outliers are breaking away based on how, where, and why it’s used. Firms of all sizes deploying AI strategically across the people, services, and operations that grow them can benefit disproportionately to the resources they have available. But to do so requires thinking and acting differently, aligning resources correctly, and moving boldly into the future.

Embrace the new leverage.

Leverage is the multiplier between what you put in and what you get out. For decades, the profession has embraced Maister’s vertical leverage: the staff-to-partner ratio. To increase leverage, a firm had to add people and push work down. In this model, size won. AI adds the horizontal dimension, a multiplier for every person and process in the firm. Growth potential becomes untethered from available time, headcount, and capital. This is how an outlier firm finds its unfair advantage.

Heart is now the differentiator.

In the Industrial Revolution, machines disrupted muscle. In today’s intelligence revolution, machines are disrupting minds. The heart must take center stage, so that human ethics guide financial engineering. We must ensure that AI works for us, not instead of us. This approach forces us to choose raising ambition over reducing costs, expanding human capacity over replacing it, increasing agency over reducing it. It’s easy in theory but difficult in practice. Implementing this ideology means an increasing number of professionals will have the ability to earn more while working less. The outlier firms that lead with heart will become magnets for top talent, creating an upward spiral that elevates the owners, employees, and clients alike.

Be an outlier.

History had room for slow and steady. The future will reward those who embrace it first. Our job is to live in that future, translate what we find, build what you’re missing, and teach what will help you win. Our job is to ensure your prosperity.

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