AI Automation & Consulting
Custom AI systems,
built for your firm.
A lead calls. Intake done, agreement out, Clio matter open the moment it's signed. That's one version. Yours might be phones, dashboards, follow-up. We build and run yours month to month, for law firms, wealth management, and any business that runs on calls and clients.
The consult: one hour with the team. You leave with a clear plan and a real price. Credited toward your build if you move forward.
In production
Real systems. Running real firms.
These are production systems firms rely on every day, handling real calls, real clients, and real money right now.
Whole firm. Ported live.
We built an Indianapolis firm a complete phone system with desk and mobile softphones, SMS, recording, voicemail-to-email, and staff messaging. We ported their actual main office number and cut the entire firm over. Full carrier compliance approved.
Law · Phone system
Signed → matter opened.
A firm's AI receptionist answers every call 24/7, runs full new-client intake with letter-by-letter accuracy, and opens the Clio matter the moment a signed engagement agreement comes back. No missed clients, even at 3am.
Law · AI intake
+70% lead quality.
A New Jersey injury firm grew lead quality by 70%, and Spanish-language leads climbed from 5% to 30% of intake, after we rebuilt how leads are captured, answered, and followed up.
Law · Lead conversion
Spreadsheets → live truth.
We replaced a multi-attorney firm's manual weekly spreadsheet with a live dashboard that pulls Clio data automatically. Revenue, billable hours against goal, and collection rate, per attorney, in real time.
Law · KPI dashboard
Compliance-gated ops.
A wealth-management firm runs its operations on our platform with every action logged to an append-only audit trail and client financials always redacted. Automation that holds up to a compliance review.
Wealth management
Your whole stack, in Claude.
Our platform wires a firm's real tools back into AI, so staff run their software by just asking. Clio, Wealthbox, RingCentral, Microsoft 365 and more, all built on production integrations, not demos.
Platform
How it works
Simple process. Serious results.
Consult
We map your entire operation and find every place AI can save you time, money, and headaches. No tech jargon. Just a clear picture of what's possible and where to start. It's a real working session. $250, credited toward your build if you move forward.
Build
We build custom solutions for your business: AI receptionists, dashboards, billing automation, CRM integrations. Everything is built for you, not repurposed from a template.
Manage & Evolve
We don't build and disappear. We stay with you, monitoring, optimizing, and keeping you current as AI evolves. New tools drop every week. We evaluate them and bring the right ones to your business before your competitors even hear about it.
What we build
Everything your business needs to run on autopilot.
AI Employees
Our signature. An AI employee is software trained on your business that answers calls, texts, and emails like a staff member. It handles client communication, follow-up, and real decisions, 24/7. The kind of custom build that becomes core to how you run.
CRM & Workflow Automation
AI-powered follow-ups, lead scoring, and pipeline automation built inside the tools you already use.
KPI Dashboards
Real-time visibility into your most important business metrics. Know exactly how you're performing.
Billing & Collections
Automated invoicing, payment reminders, and collections workflows that improve cash flow.
AI Voice Receptionist
Answers every call, 24/7. Books appointments, routes inquiries, never misses a client. A common first step into what we build.
AI Consulting & Training
This goes far deeper than a ChatGPT intro. We assess your business, map where AI actually pays off, and run deep hands-on sessions so your team builds and uses real tools.
If You Can Think It, We Can Build It.
AI agents, custom software, full system replacements, workflow builds. If your business has a problem, we have the solution. No ceiling on what's possible.
Not sure where to start?
Tell Hank what you need.
Drop your info below and Hank, our full-time AI employee, will text you back directly. He can answer your questions, walk you through what we do, and help figure out what makes sense for your business.
Why now
AI is already changing
your industry.
Your competitors are learning, adapting, and automating. Every month you wait is a month they pull further ahead.
The businesses that move first win. One firm we work with went from sending every after-hours call to voicemail to booking consultations at midnight, within a week of going live. We'd love to do the same for you.
Find Out Where AI Can Help You →Who we serve
Built for the businesses
that keep the world running.
These are the industries we work with most. If yours isn't listed, we can probably still help. SaveYa builds for any business that runs on customers, calls, and processes.
Don't see your industry? Tell Hank what you do. If your business runs on phone calls and repeat work, we can build something that improves it.
Security & Compliance
Your clients' data stays protected. Always.
Before we touch anything involving client data, we run a full compliance review, and we build on SOC 2-audited, HIPAA-eligible infrastructure so your business stays protected.
Your Data Stays in Your Systems
Your client data lives in your systems. We connect through their APIs and keep only the minimal operational records a workflow needs to run.
Built on Certified Infrastructure
We build on infrastructure that's SOC 2 Type II audited and HIPAA-eligible, like Supabase, Vercel, and Anthropic. SEC/FINRA-aware for financial services.
Encrypted End-to-End
All data in transit is protected with TLS 1.2+ encryption. Credentials are vaulted, kept out of application code, and kept out of logs by design.
Compliance Review Before Every Build
We review regulatory requirements (HIPAA, SEC, state bar rules) before deploying any workflow that touches client data.
Questions about how we handle your data? Talk to us directly.
Your AI Partner
AI never stops evolving. Neither do we.
New tools drop every week. New automations. New breakthroughs. Most businesses have no idea what's relevant to them, or they find out a year too late.
We track what's coming so you don't have to. When something comes out that could make your business faster, smarter, or more profitable, we bring it to you first.
Always watching what's next
We monitor AI developments daily, tools, models, automations, and filter what's actually useful for businesses like yours.
Proactive upgrades, not reactive fixes
When something better comes out, we don't wait for you to ask. We evaluate it, test it, and bring you a recommendation before your competitors figure it out.
You're never left behind
While other businesses are still figuring out yesterday's AI, your operation is already running on today's. That's the edge we give you.
From the blog
Guides from the people building it.
Written by the team behind live AI systems running in real firms today.
Ready to find out where AI
can grow your business?
Book a $250 consultation. We'll map your workflows, find the opportunities, and show you exactly what's possible.
Or call us: +1 (781) 734-6337