Too many ideas, no first step
Everyone has a use case. Nobody has ranked them by value, effort and readiness, so nothing starts.
AI consulting services · automation · integrationFormals.ai
Get your businessAI ready.
AI consulting services and workflow automation for US small and mid-sized businesses. We find where AI pays off, build it into the systems you already use, and keep it working after launch.
First step: the AI Opportunity Review. Scope and price are agreed before work begins.
The problem
Most AI projects
stall after the demo.
Small and mid-sized businesses rarely lack ideas for AI. What they lack is the time and in-house expertise to turn one idea into a tool their team uses every day.
Pilots that never reach production
A promising test works on clean examples, then stops when it meets real data, real systems and real exceptions.
Tools that do not fit how you work
Off-the-shelf AI tools add another login. The work still happens in email, documents and the CRM.
What we do
AI solutions for businesses,
from first idea to daily use.
01 / Find the opportunity
AI strategy consulting ↗
Rank your AI opportunities by value and effort, check feasibility, and leave with a scoped pilot plan.
02 / Automate the workAI automation services ↗
Workflow automation for documents, enquiries, CRM updates and support, with people reviewing the exceptions.
03 / Connect your systemsAI integration services ↗
Connect AI to your CRM, inbox, documents and databases so it works inside the tools your team already uses.
04 / Keep it workingAI operations & human review ↗
We review outputs, resolve exceptions and improve the workflow after it goes live.
Who it’s for
Built for businesses
without an AI team.
Owners and operations leads at small and mid-sized US businesses who lose hours every week to repetitive work in email, documents, spreadsheets, the CRM or customer support. You do not need a data team or a written AI brief. You need one workflow worth improving.
- Professional services firms handling enquiries, documents and client records
- Operations-heavy businesses processing orders, forms and approvals
- Customer-facing teams answering the same questions every day
- Consultancies and automation agencies that need extra delivery capacity
How it works
A clear path
from idea to use.
Each step ends with a decision, so you only commit to the next stage when the evidence supports it.
Choose the problem.
Map the workflow, measure the time it takes today, and agree the outcome worth improving.
Check the foundations.
Review sample data, system access, dependencies and who approves what.
Test a focused pilot.
Build the smallest useful version and test it against agreed acceptance criteria.
Put it into daily use.
Integrate, document, train the team and agree the support needed afterward.
Why Formals
AI that stays useful after launch.
People check the AI’s work.
After launch we review outputs, resolve exceptions and improve the workflow on an agreed schedule. Many providers stop at handover.
A fixed first step.
The AI Opportunity Review is a defined first engagement that ends with ranked use cases and a scoped pilot plan, not a slide deck.
Every pilot has pass criteria.
Test cases and approval owners are agreed before the build. Wider rollout follows an explicit go or stop decision.
Your systems, not ours.
We build inside the tools you already use. Data access, confidentiality and ownership are agreed before work starts.
Where teams start
Examples by
department.
Illustrative examples. Scope and feasibility are assessed in the AI Opportunity Review.
Sales
Keep the CRM complete without retyping.
An intake workflow reads enquiry emails and web forms, creates or updates the CRM record, assigns an owner and flags missing details before follow-up.
Operations
Turn incoming documents into checked records.
A document workflow extracts the required fields from orders, invoices or applications, checks completeness and queues anything ambiguous for a person.
Customer support
Answer routine questions from approved sources.
A support assistant drafts replies from your help content, cites the source, and routes anything it cannot answer to the right person.
Finance and admin
Reduce manual matching and chasing.
A workflow matches incoming documents to records, prepares exceptions for review and drafts reminders for a person to approve.
Questions
AI consulting
services, answered.
What do your AI consulting services include?
Strategy (finding and ranking AI opportunities), implementation (building and integrating the workflow), and operations (human review and improvement after launch). You can start with any one of them.
How long does the first step take?
Its length is agreed at the start, based on how many workflows are in scope. It ends with ranked use cases, a scoped pilot proposal and a list of prerequisites.
What does it cost?
The price of the AI Opportunity Review is agreed before it starts. Pilot and implementation costs depend on scope, systems and support coverage, and are set out in a proposal before work begins.
Do we need technical staff or clean data?
No. We work with the information and systems you have, starting with representative samples. The review tells you what, if anything, needs to be prepared.
What happens if the pilot does not meet the criteria?
We review the results with you and agree whether to revise the approach, resolve prerequisites, or stop. Wider deployment only follows an explicit acceptance decision.
How is our data handled?
Confidentiality, permitted access, data handling and ownership are agreed in writing before any information or system access is shared.
Can you work with our consultancy or agency?
Yes. Formals can support a defined engagement or work within an existing delivery team.
Work with FormalsWhere could AI
Where could AI
help your business?
Start with an AI Opportunity Review: one workflow, a ranked list of opportunities, and a practical first step.
Book an AI Opportunity Review