Agentic AI & Custom Software for Greenwich Operators

Why operators here
work with us.

Greenwich runs one of the densest professional-services economies per capita anywhere in the country. Wealth management on Greenwich Avenue, family offices behind the back-country gates, boutique law firms feeding NYC clients, accounting and consulting practices serving multi-generational money. The shared problem: every billable hour spent on intake reconstruction, KYC packet assembly, conflict checks, time-entry archaeology, or billing narratives is margin you don't get back. The talent market doesn't bail you out at Greenwich rates.

We ship the workflows that pay back inside 90 days: client intake → conflict-check → engagement letter; KYC and AML packet assembly; time-entry reconstruction from calendar and email; partner-voice billing narratives; inbox triage with retrieval over matter or client records. Every system is designed to pass a SOC 2 Type II audit from day one — logged actions, zero-data-retention model contracts, SSO-gated access — not retrofitted to one later.

Why local: we understand the Greenwich-to-Manhattan commute reality, the privacy posture HNW relationships demand, and the difference between a Greenwich Avenue boutique and a Stamford corporate tenant. The associates and partners we work with have peers at Cravath and PJT — the tooling has to clear that bar on day one.