Contract review & redline app, built from scratch
- Sold by
- Partner consultant (white-label)
- Steps
- PolicyChecklistValidateContractRedline
- Control
- Human approves every change
- Handoff
- Staff training + 30-day support
ScopeBuildTestLaunch
Boutique AI implementation
The build team behind the AI plan.
We design, connect, and support working AI systems for two kinds of clients: consultants who sell the strategy, and businesses that don't have an IT department to carry it out.
Fixed-scope quotes
White-label ready
No IT team required
Two ways to work with us
Pick your door. We do the technical work behind it.
You sell the strategy. We build it.
Your clients trust you with the roadmap. When it's time to implement, plug us in as your delivery team and stop turning down work you can't staff.
- White-label delivery. We work under your brand and join client calls as part of your team.
- Fixed scopes, clear timelines. Defined deliverables and dates you can present to your client with confidence.
- You own the relationship. We never sell around you to your client.
- Clean handoffs. Documentation and training your client can actually use.
Partner program: two lifetime partner levels with a 10% referral fee on every project you send us.
See how the partner program works →Your AI team, without hiring one.
You know AI could save your team hours a week. You don't have a tech department to figure out how. That's the job we take off your plate, start to finish.
- We start with your workflow. We learn how your team works before we recommend a single tool.
- We connect what you already use. Your email, CRM, accounting, and files, working together.
- Plain-English scope and pricing. You know what you're getting and what it costs before we start.
- We stay after launch. Training for your staff and support when something needs a change.
Built for growing companies in the $2M–$25M range that need results, not a science project.
Cost of manual work
What is repetitive work costing you right now?
Pick one task your team does by hand every week: posting payments, re-keying data, building reports. Move the sliders to see what it costs in a year.
What we build
Practical AI that fits the way your business already runs.
System connections
Link the platforms that don't talk to each other so data moves without retyping.
CRM ↔ accounting ↔ emailWorkflow automation
Take repetitive, rules-based work off your team: intake, follow-ups, scheduling, routing.
New lead → assigned in 60sAI assistants
Chat and voice assistants that answer common questions and capture details for your staff.
After-hours calls answeredDocument processing
Read, extract, and check information from policies, EOBs, invoices, contracts, and forms.
Policy review in minutesReporting & dashboards
Pull numbers from every system into one view your leadership team will open.
Weekly KPIs, auto-builtCustom AI tools
Purpose-built tools for a specific problem, designed around how your team actually works.
Your process, not a template
How an implementation runs
Five steps from first call to a system your team uses.
Discovery meeting
A free conversation with Ken about the problem, the systems involved, and what success looks like.
30 min · no costFixed-scope proposal
A written scope with deliverables, timeline, and one clear price. No open-ended hourly billing.
Within a weekBuild & connect
We configure, integrate, and build, with check-ins so nothing surprises you.
Typically 2–6 weeksTest with your team
Real users, real data. We fix what doesn't fit before anything goes live.
Before launchLaunch & support
Go-live, staff training, written documentation, and support while the system settles in.
Ongoing as needed
Client results
What clients say after the build.
AI Decision Engine"I recently went through an AI Opportunity Discovery for our Christian school, and I was genuinely impressed. The report didn't just point out what we're doing well — it highlighted real gaps and new opportunities we hadn't considered. … This is a standout resource, and I highly recommend it."
Dr. Damian AhrensHead of School
Risk Validator"Ken Lengel truly understands the needs of independent agencies. With Risk Validator, they've delivered an AI tool that streamlines document review and answers complex insurance questions instantly. Their vision for AI lets us focus on our clients while technology handles the rest."
Zander GallowayPresident, People's First Insurance
Questions we hear a lot
Frequently asked questions
Do we need an IT person or technical staff to work with you?
No. Most of our clients don't have one. We handle the technical work, explain decisions in plain English, and train your team on the finished system. You just need someone who knows the process we're improving.
Will we have to replace the software we already use?
Usually not. Most of the value comes from connecting the tools you already have, like your CRM, practice management system, accounting software, and email. We recommend new tools only when they clearly do the job better.
How much does a project cost?
Every project gets a fixed-scope proposal with one clear price before any work starts. No open-ended hourly billing. Cost depends on how many systems are involved and how custom the build is, and we'll give you a realistic range in the discovery meeting.
How long does an implementation take?
Most projects take two to six weeks from approved scope to launch. Larger custom builds can take longer, and the proposal spells out the timeline before you commit.
Who owns what you build?
You do. The system, its configuration, and your data belong to your business, and you get documentation so you're never locked in to us.
How do you handle our data?
We only access what the project needs, we don't use your data to train AI models, and we design with your industry's rules in mind, including HIPAA for healthcare clients. Read how we handle data.
We're a consulting firm. Will you work under our brand?
Yes. We can deliver white-label, join client calls as part of your team, and keep the client relationship with you. See the partner program.
What happens after launch?
We train your staff, hand over written documentation, and support the system while it settles in. When your needs change, we can adjust it or build the next piece.
Free discovery meeting
Let's talk about what you want to build.
Book a free 30-minute discovery meeting with Ken. Bring the process you want to automate or the systems you want connected. You'll leave knowing whether it's a fit, roughly what it takes, and what it would cost. Consultants, ask about white-label delivery and the partner program.
Email
ken@visionaryai.net
Phone
757-407-3508