The AI operations partner for service firms
Your firm’s own AI, built and run for you.
We find the repetitive work in your firm, build AI that handles it, and keep it running. One process at a time.
We take the mountain.You keep the judgment.
Firms we’ve built for
One process first. Each one earns the next.
We start where your team loses the most hours.
A clear first step
We pick the first fix with your team, and look for the bigger problem behind it.
Running every day
It matches and routes the work, and hands back what it can’t place.
Better the longer it runs
We watch it, fix what changes and keep tuning it.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Day to day
Systems that catch what slips through.
Every firm has work that follows a rule and crosses several tools.
Requests, routed
Every request read, matched to its client and record, and routed before anyone opens it.
Numbers, matched
2 records checked line by line. You only see what doesn’t agree.
Records, kept current
Notes, emails and bookings reach your CRM on their own. No warm deal goes quiet unnoticed.
Proof
Already running at firms like yours.
Qopia Financial The client review that prepares itself
A one-page brief from the CRM, inbox and calendar is ready before every review, and each follow-up gets scheduled.
Read the caseJSI Systems Supplier disputes, sorted before anyone opens them
Each dispute is checked against its purchase order and delivery record, then gets a first response that day.
Read the caseLockstitch Financial Client letters that reach compliance already checked
Each draft starts from the advisor’s notes and is screened against the firm’s rules, so review moves faster.
Read the case
What stays the same
Decisions stay
with your team.
The system does the legwork. Judgment calls reach the person who owns them, facts attached.
Nothing new
to learn.
It works inside your team’s own tools. Nobody has to learn to prompt.
Every run
leaves a record.
Open any run to see what it looked at and changed.
person decided
system decided
Services
Wherever you’re starting, there’s a way in.
Most firms begin with one process. Some need a plan or policy first.
- Process automation:
Work that runs itself
The routine work runs on its own every day, and we keep it running.
See how - AI agents:
Your firm’s own assistant
Built on your documents and clients, inside the tools your team already uses.
See how - AI governance:
Clear rules for AI
A short policy people follow, and a list of tools safe for client work.
See how - AI consulting:
Where AI pays back
Which work to change first, in what order, from the team that will build it.
See how
Who we are
The AI team you don’t have to hire.
Milo Works is an AI operations partner for service firms of 15 to 200 people. We find the processes where AI pays back, build the systems that take them on, and run them on a monthly retainer, with a person deciding wherever judgment is involved. Based in Calgary, working with firms across North America.