Answered in minutes. Asked once. Nothing dropped.
For service firms with high-value clients: the intake, documents and follow-up behind every client, run inside your tools.
Every firm asks the client again
Most service firms don't lack software. They lack one memory of each client.
It sat overnight
A request from another time zone waits for morning.
Asked for again
The same details, collected again by every team.
Nobody chased it
The form, the signature, the file: stalled.
It came back to you
Approvals and exceptions land on the owner's desk.
Try it: count how many people typed in your last new client's details.
Built for firms where every client matters
If one slow reply can cost you a client, this is for you.
Model it, build it, stand behind it
Three steps. You can stop after the first.
Review
Where requests and documents stall, and what each fix is worth.
- Length: About a week
Build
One client journey, live in your systems, against a written baseline.
- Length: Two to four weeks
Run
We operate and extend it. If it misses, the fix is ours.
- Length: Monthly, cancel any time
Discretion is the job
Every action sits behind one of three gates.
Runs on its own
Confirmations, reminders, filing.
Drafts, then waits
Replies, quotes and documents a person approves.
A person decides
Payments, anything sensitive, anything leaving the firm.
Every access logged. Sensitive data kept apart. No client named without consent.
Built in our own operation first
Alea runs on the same layer we build for clients. We open it up on the call.
Our own operation
Pipeline, content and operations run by agents, with a person approving what leaves.
Two businesses, one operator
One open-source agent rebuilt into a production operations layer, run by one person.
The same discipline flies an aircraft
Alea Applied AI builds ObsidianOS, the AI mission and targeting layer for Obsidian, the lethal uncrewed combat aircraft Alea Defense & Space is building in Portugal: one operator, many aircraft, every engagement on the record. The rules are the ones we hold your systems to. Written first, measured, the evidence kept.
Next: one profile per client
Verified once. Shared only with consent. Every access logged. In build for 2027.
See what your firm asks twice
Thirty minutes. Under NDA if you prefer. No obligation.