Who we serve
Built for your firm.
Forward-deployed AI for commercial insurance, law, and wealth firms, plus private equity and family offices. Same team, same model: we find where AI fits, then build it.
Commercial insurance
Commercial lines, commercial real estate, and private-client / high-net-worth agencies. The document load between the quote and the bind is where the week goes.
Get the guide- Submission and ACORD intake, with the data pulled straight into your management system.
- Quote and carrier comparison, side by side, in minutes.
- Renewal prep packaged before the deadline, not the night before.
- Certificate of insurance handling and policy checking, with a human sign-off.
- Loss-run summaries and clean submissions to markets.
A North Shore commercial agency cut about 22 hours a week of data entry to near zero and dropped its error rate from about 6% to under half a percent.
Law firms
Any practice area. The billable hour leaks into intake, reading, and drafting. We put that work on rails, with an attorney reviewing every output.
Get the guide- Client and matter intake, organized and conflict-checked.
- Document review and summarization across contracts, records, and discovery.
- Discovery organized into a summary, a red-flag list, and a running question log.
- First-draft letters, memos, and routine agreements for attorney review.
- Docket, deadlines, and matter status kept current.
Every output is verified against the source and reviewed by an attorney before it leaves the firm. Cowork accelerates a first pass. It does not practice law.
Wealth advisors
RIAs, wealth managers, and financial advisors. The hours between client meetings are admin. We give them back so you can spend them on clients.
Get the guide- Client onboarding and KYC paperwork, prepared and checked.
- Meeting prep, notes, and follow-up tasks, ready before and after.
- Performance and portfolio reporting packages assembled on schedule.
- Compliance archiving and books-and-records support.
- Prospect and household research pulled together in one place.
Client financial data stays confidential. Everything runs with a human review step and can run on a private, self-hosted setup.
Private equity
Firms and their portfolio companies. We put AI where deals happen and where portfolio companies bleed hours, and we make the win reusable.
Get the guide- Deal screening against your thesis, one memo per deal.
- Diligence summaries, red flags, and a question log from the data room.
- Portfolio reporting turned into principal-ready packs.
- Back-office automation at portfolio companies where the margin hides.
- Build once, then replicate the playbook across the portfolio.
For confidential deal and portfolio data, everything can run on a private, self-hosted setup on infrastructure you control.
Family offices
Single and multi-family offices. A lean team carries a heavy document load and reports to principals. We take the repetitive weight off.
Get the guide- Monthly reporting to principals, assembled from what each source sends.
- Bill pay and invoice handling, sorted and tracked.
- Investment document processing: capital calls, K-1s, and statements.
- Meeting prep and briefings ahead of every session.
- Entity and document organization across the family's holdings.
A North Shore family office automated eight core processes and freed up about 32 hours a week, with full team adoption.
Client identities protected under NDA. Full case studies at baceagency.com/case-studies.
Book an audit
Find where AI returns the most.
Book a call. We will walk your operations, show you the first agent worth building, and give you a plan you can act on, whether you work with us or not.