Give your team more time for clients.
When the day fills up with document requests, data entry, and follow-ups, client work has to wait. SubAI helps Miami businesses automate that recurring work and keeps the automation running.
Book a discovery call with SubAI
Tell us where work gets stuck. We’ll explore whether automation makes sense.
Where client work gets held up
An appointment is ready to book, but the intake details are incomplete. A client has sent documents, but someone still has to sort them and update the record. Another office is waiting for information that is sitting in an inbox.
While those handoffs wait, clients wait too. It is frustrating to have capable people chasing paperwork instead of helping the next client.
Those are useful places to look for automation. SubAI starts by understanding the repeated handling and the decisions your people need to make.
A connection through SubIT
SubIT has served Miami businesses since 2015. Its managing partner, Manuel P. Carvajales, founded SubAI as a separate company focused on building and managing business automation.
SubIT provides IT support and cybersecurity. SubAI delivers the automation described here, with its own discovery process and engagement. You can explore the service directly with SubAI.
Where automation could help your firm
For law firms
Explore the work around new-client intake and incoming matter documents. A workflow might organize submitted files, flag missing intake information, or prepare materials for staff review. Your firm defines the review needed before work is accepted or used.
For CPA and accounting firms
Look at recurring document collection, receipt handling, and the preparation of information for review. Automation can help organize what has arrived and identify what is still missing, so staff can spend less time checking inboxes and updating tracking sheets. The exact checks depend on your firm’s process.
For businesses with several offices
Review the handoffs between teams. A useful workflow might move approved information into the next system, assign a follow-up task, or assemble a recurring report across locations. Responsibilities and access are agreed for each office involved.
These are starting points for a conversation. SubAI checks feasibility and the business case before recommending a build.
Find out whether the work justifies the investment
1. Start with a discovery call
Bring one recurring task. SubAI will ask how often it happens, who handles it, and what is delayed while it waits. What would faster turnaround let your team do for clients?
You do not need to know which AI tools to use. The first step is understanding the work.
2. Get a written recommendation
If there is a worthwhile opportunity, the paid diagnostic assesses what automation could handle and what your team would still need to do. You receive a written report with a recommended starting point and proposed pricing.
You keep the report whether or not you proceed. If the opportunity does not support an engagement, the report says so.
3. Build and test it on real work
Your team brings examples and explains the exceptions. SubAI handles the technical implementation and testing, with your staff reviewing sample results.
Before building, you agree on the scope, monthly fee, and success test. The build and proving period are unbilled, and automation billing starts when that test is met. There is no implementation fee. The diagnostic is a separate paid service.
Book a discovery call with SubAI
Keep your attention on clients as the automation runs
After launch, SubAI monitors and maintains the automation. Standard engagements include a weekly report, or monthly if you prefer, so you can see what was completed, how it performed, and what needs attention.
Questions from Miami businesses
Do we need to know what we want to automate?
No. Bring a process that feels slow or repetitive, along with an example of how it works today. The discovery call helps establish whether it is worth investigating further. You can decide afterward whether to proceed with the paid diagnostic.
Can SubAI work with Microsoft 365 and our firm’s other systems?
SubAI reviews how your email, shared files, document management, and business software fit into the proposed workflow. Connections depend on the access each system allows and your requirements. Feasibility is confirmed before a build is agreed.
What about confidential client files?
The workflow’s data needs and handling requirements are reviewed before building. That includes the services that would process the information, access permissions, and where your staff must review the work. Industry-specific diligence, when needed, has a separate scope and price. Using automation does not remove your firm’s professional review responsibilities.
Can we include work in English and Spanish?
Tell SubAI which languages the workflow needs to handle and bring representative examples. Language requirements become part of the feasibility assessment and quality testing before a scope is agreed. Suitability depends on the task and the standard the results need to meet.
How long does implementation take?
The timeline depends on the workflow, system access, and the reviews needed from your team. SubAI sets the planned schedule in the proposal, including testing on real work. Required access or approval delays can affect that schedule and pause the proving period under the agreed terms.
How much do managed AI services cost?
The diagnostic is $2,000 once. Custom managed engagements start at $5,000 per month. Smaller deployments start at $2,000 per month when a suitable existing solution and capacity are available. Automation billing starts when the agreed success test is met. Larger engagements are priced before building. The diagnostic is credited against the first month if building starts within 30 days.
Review SubAI pricing and what is included
How will we know whether it is helping?
Agree on a useful measure before building, such as completed document packets, turnaround time, or results accepted after review. Reports show those results and any exceptions. Where there is an agreed baseline, estimated staff time released is calculated after allowing for remaining review and correction. Revenue estimates are identified separately.
Bring us the work that keeps interrupting client service
An intake process, a recurring document request, or a report assembled by hand is enough to start. Talk with SubAI about where the time goes and what a better process would look like.
Book a discovery call with SubAI
The discovery call is separate from the paid diagnostic. You decide whether to proceed after the call.
