AI OPERATING SYSTEM · ADVISOR AI PARTNERS

Your Business, Running at a
Different Level

Five layers of AI intelligence — built on the world's leading framework, deployed around your specific business. Not a tool. An operating system.

5
Layers of Intelligence
30–50%
Tasks Automated in Year One
3 KPIs
That Prove It's Working
1 Session
To Get the Core Running
THE CORE IDEA

Claude is brilliant.
Until you close the tab.

Every time you open Claude, you rebuild context from scratch. It doesn't know your business, your pipeline, your clients, or your numbers. The AIOS changes that — permanently.

Memory

Claude learns your business once. Stays loaded. No rebuilding.

Data

Your actual numbers, pulled daily from your real systems. Claude reads them.

Action

Tasks automated. Sequences triggered. Outputs generated. Without you.

THE ARCHITECTURE

Built in layers. Each one valuable on its own.

1

Context

ContextOS loads everything Claude needs to know about your business — once. Your background, your team, your priorities, your clients. From that point forward, every session starts informed.

2

Data

DataOS connects your live systems — CRM, accounting, scheduling, inventory — and pulls a daily snapshot Claude can see and reason with. Your numbers, visible.

3

Intelligence

The Daily Brief synthesizes everything: what happened yesterday, what's due today, what needs a decision. Delivered every morning before you open your laptop.

4

Automate

Every recurring task gets scored: how often, how long, how painful, how automatable. We start eliminating them. Each one automated is time back — permanently.

5

Build

With the first four running, you stop managing the business and start building it. The freed time goes toward what actually moves the needle.

WHAT GETS INSTALLED

Four modules. First session. Everything else follows.

ContextOS

Loads your business context permanently. The foundation.

DataOS

Connects your data sources. Daily snapshot, always fresh.

Daily Brief

Your morning intelligence summary. Auto-generated.

CommandOS

Slash commands for recurring work. One word, finished output.

EXPAND FROM HERE

Every module is a capability added, not a tool purchased.

Content & Creation
Email Writer Social Media OS Proposal Builder
Intelligence & Research
Competitor Watch Meeting Intelligence Market Research OS
Build & Expand
AI Bot Builder Workflow Automation SOPs & Training OS

The AIOS Ecosystem was developed by the world's leading AI business incubator and refined across hundreds of businesses. We're a certified deployment partner. The architecture, modules, and installation process have all been built and tested before they land in your business.

HOME SERVICES · HVAC · PLUMBING · ELECTRICAL · CLEANING

Built for the Business
That Never Stops Moving

Jobs on the board, techs in the field, quotes aging, reviews waiting. The AIOS watches it all so you don't have to.

$385
Avg Ticket Tracked Daily
4.8 ★
Google Score Monitored
91%
First-Call Completion Rate
82%
Avg Tech Utilization
Systems They Run
ServiceTitan / Jobber / Housecall Pro field service
QuickBooks accounting
Google My Business reviews + leads
Angi / Thumbtack / GLSA lead gen
Stripe / Square payments
API Connections
System Status Data Available
ServiceTitan APIFULLJobs, dispatch, invoices, tech tracking, revenue
Jobber APIFULLQuotes, jobs, clients, scheduling, invoices
QuickBooks APIFULLP&L, AR aging, cash flow, invoices
Google My BusinessPARTIALReview data, search impressions
Stripe APIFULLPayments, payouts, refunds
WHAT YOUR AIOS DASHBOARD SHOWS — PEAK COMFORT HVAC
Revenue This Week
$28,450
↑ 14% vs last week
Jobs Today
8
3 techs dispatched
Open Quotes
14
$47,200 value
AR Outstanding
$16,700
$3,200 over 30 days
Weekly Revenue
$6k $4k $2k $3.2k $4.1k $5.6k $4.8k $6.4k $3.1k $1.3k Mon Tue Wed Thu Fri Sat Sun
Tech Utilization
94%
Marcus
78%
Tyler
82%
Jordan
AR AGING
Current
$12,400
30-Day
$3,200
60-Day
$1,100
90+
$400
DAILY INTELLIGENCE

Your Morning Brief — Before You Open Your Laptop

aios-brief.sh
AIOS DAILY BRIEF — Thursday, April 17 06:02 AM ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ TODAY'S BOARD → 8 jobs scheduled | 3 techs dispatched | First call: 7:30am → Marcus (3): Meadowbrook HVAC, Riverside install, Sunrise Estates service → Tyler (2): Downtown commercial, Hartley residence tune-up → Jordan (3): Northside AC, Peninsula service, Oakhurst CALLBACK [!] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ YESTERDAY'S NUMBERS → Revenue: $4,100 ↑ 12% vs last Thursday → 7 of 8 jobs completed | Avg ticket: $385 | First-call rate: 86% → 2 new Google reviews — response drafted and ready ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⚠ NEEDS ATTENTION → 3 open quotes aging >7 days ($8,400 combined) — follow-up queued → Invoice #1047 — Adams Residence — $2,200 — 45 days outstanding → Jordan: callback from Monday at Oakhurst — parts ordered, confirm ETA ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ OPPORTUNITY → Spring AC tune-up: 847 eligible past customers not yet contacted → 14 total open quotes = $47,200 in pipeline — close rate tracker ready
WHAT AI AUTOMATES

Recurring work, handled without you.

Task How Often Time Saved/Month Status
Quote follow-up sequence (3-touch)Daily4.5 hrsAUTO
Review request after job closePer job2 hrsAUTO
Appointment reminder (morning-of)Daily1 hrAUTO
Seasonal campaign emailsQuarterly6 hrsAUTO
Invoice reminder sequence (30/60/90)Weekly3 hrsAUTO
Customer re-engagement (12mo inactive)Monthly5 hrsAUTO
New technician onboarding checklistAs needed8 hrsSEMI
AR aging report + follow-up draftWeekly2 hrsAUTO
MOST RELEVANT MODULES

Capabilities built for your industry.

DataOS

ServiceTitan/Jobber daily revenue + job metrics

Daily Brief

Board today, revenue yesterday, follow-up queue

AI Bot Builder

Customer intake bot: job type, photos, scheduling

Workflow Automation

Review requests, follow-ups, re-engagement

Email Writer

Seasonal campaigns, re-engagement copy

SOPs & Training OS

Tech training, dispatch protocols, onboarding

LEGAL PRACTICE · FAMILY LAW · PI · ESTATE PLANNING · CORPORATE

Where Every Billable
Hour Counts

Deadlines tracked. Time logged. Invoices sent. Clients updated. The AIOS handles the operational layer so you can practice law.

87%
Realization Rate Tracked
38.5h
Billable Hours This Week
94%
Collection Rate
12
Active Matters Monitored
Systems They Run
Clio
MyCase
LexisNexis
DocuSign
iManage / NetDocuments
PACER
API Connections
SystemStatusData Available
Clio APIFULLMatters, contacts, time entries, billing, calendar, tasks
MyCase APIFULLMatters, contacts, billing, portal
LexisNexis APIPARTIALCase law, legal research retrieval
DocuSign APIFULLSignature status, document tracking, templates
PACERPARTIALFederal court dockets, case status
WHAT YOUR AIOS DASHBOARD SHOWS — MERIDIAN LAW GROUP
Billable Hours
38.5h
3h to weekly goal
Unbilled Time
$8,400
Ready to invoice
AR Outstanding
$24,800
$7,200 over 60 days
Deadlines Today
2
Thompson filing 5pm
Billable Hours This Week
10h target 7.5h 5h 6.5h 8.2h 7.8h 9.1h 6.9h Mon Tue Wed Thu Fri
Matter Status
12 Matters
Active 8
Closing 3
New 1
AR by Client (Top 5)
Anderson Estate
$6,800
Martinez Corp
$7,200
Thornton Family
$4,400
Chen LLC
$3,800
Park & Associates
$2,600
DAILY INTELLIGENCE

Your Morning Brief — Before Court

aios-brief.sh
AIOS DAILY BRIEF — Thursday, April 17 07:15 AM ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ TODAY → 09:00am — Deposition: Hargrove v. Meridian Industrial (Courtroom 4B) → 11:30am — Client call: Sarah Chen — estate plan review → 02:00pm — Thompson Estate filing DUE 5:00pm (EST hard stop) [!!!] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ THIS WEEK'S NUMBERS → Billable hours: 38.5 of 40 target | Realization: 87% | Collection: 94% → Unbilled time this week: $8,400 — invoice generation ready on your command → New matters opened: 1 (Park & Associates — corporate formation) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⚠ NEEDS ATTENTION → Thompson Estate documents — still in drafting — 9.5 hours until deadline → Martinez Corp — $7,200 outstanding 62 days — follow-up draft ready → Holt matter — no activity in 18 days — status check recommended → 2 engagement letters unsigned (Rodriguez, Park) — client portal reminder sent ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ PIPELINE → 3 consultations booked next week → Westfield referral inquiry received — conflict check cleared — ready to contact
WHAT AI AUTOMATES

Administrative work, off your plate.

TaskHow OftenTime Saved/MonthStatus
Client intake + conflict check capturePer intake5 hrsAUTO
Engagement letter generationPer matter3 hrsAUTO
End-of-day time entry reminderDaily2 hrsAUTO
Invoice generation at matter milestonesPer trigger3 hrsAUTO
Invoice follow-up sequence (30/60/90)Weekly2.5 hrsAUTO
Client status update emailWeekly per matter6 hrsAUTO
Court deadline calendaringPer filing2 hrsSEMI
Post-matter review requestPer close1 hrAUTO
Document assembly (wills, NDAs, OAs)Per request8 hrsSEMI
MOST RELEVANT MODULES

Capabilities built for legal practice.

ContextOS

Each active matter loaded as a Claude-accessible context

DataOS

Clio billing, AR aging, utilization dashboard daily

Daily Brief

Deadlines today, unbilled time, stale matter alerts

CommandOS

/status-update, /engagement-letter, /time-entry-summary

Meeting Intelligence

Client calls → matter notes → auto-filed

Workflow Automation

Intake, billing reminders, client update cadence

ACCOUNTING · TAX PREPARATION · BOOKKEEPING · ADVISORY

Tax Season Was Never
Built for One Person

Returns tracked. Docs chased. Staff monitored. Deadlines flagged. The AIOS is the partner that never sleeps during busy season.

127
Returns Filed & Tracked
91%
Staff Utilization Rate
8
Returns At Risk Today
$84.2k
Revenue MTD
Systems They Run
ProConnect / Drake Tax
QuickBooks Online Accountant
TaxDome
Karbon
Gusto
DocuSign
ShareFile
API Connections
SystemStatusData Available
QuickBooks APIFULLP&L, balance sheet, transactions, AR/AP, payroll
Xero APIFULLSame depth as QBO, client financials
TaxDome APIPARTIALClient workflow status, portal activity, returns tracker
Karbon APIPARTIALWorkflow tasks, due dates, staff assignments
Gusto APIFULLPayroll runs, employee data, quarterly filings
DocuSign APIFULLSignature status, engagement letter tracking
WHAT YOUR AIOS DASHBOARD SHOWS — SUMMIT ACCOUNTING PARTNERS
Returns Filed
127
of 188 total
In Progress
43
8 at risk
Docs Outstanding
23
clients not responded >7 days
Revenue MTD
$84,200
on track for $105k
Return Status
188 Returns
Filed 127
In Progress 43
Not Started 18
Staff Utilization
Sarah Chen
96%
⚠ near capacity
Miguel Rodriguez
88%
Jennifer Kim
91%
Raj Patel
87%
Returns At Risk
Greenfield Family Trust
awaiting K-1s
1 DAY
Patel & Associates LLC
reconciliation open
1 DAY
Morrison IRA
docs in, unassigned
5 DAYS
Westwood Holdings
review not started
6 DAYS
Callahan Trust
in progress
8 DAYS
DAILY INTELLIGENCE

Your Morning Brief — Busy Season, Handled

aios-brief.sh
AIOS DAILY BRIEF — Thursday, April 17 07:00 AM ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ TAX SEASON STATUS → Returns filed: 127 of 188 | In progress: 43 | Not started: 18 → Extensions filed: 31 | Oct 15 deadline: 181 days away ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⚠ AT RISK — ACTION NEEDED TODAY → Greenfield Family Trust — DUE TOMORROW Apr 18 — K-1s not received [!!!] → Patel & Associates LLC — DUE TOMORROW Apr 18 — balance sheet open [!!!] → Morrison IRA — due Apr 22 — docs in, not yet assigned to staff ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ STAFF STATUS → Chen: 96% Rodriguez: 88% Kim: 91% Patel: 87% → Alert: Chen near capacity — 2 returns recommended for redistribution → Total capacity used: 1,482 hrs of 1,640 available this month (90.4%) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ OUTSTANDING → 23 clients have not responded to document requests (7+ days) → Reminder sequence #2 sent to 18 clients this morning → 4 engagement letters unsigned — billing blocked on these clients ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ REVENUE → MTD: $84,200 | Target: $105,000 | On track: YES (80% of month used, 80% to target) → Ready to invoice: 14 completed returns = $22,400 billable
WHAT AI AUTOMATES

Busy season overhead, automated away.

TaskHow OftenTime Saved/MonthStatus
Tax organizer distribution (Jan)Annual12 hrsAUTO
Document request lists per clientPer engagement6 hrsAUTO
Document reminder sequence (7/14/21 day)Per client8 hrsAUTO
Client status updates (received/in progress/filed)Per status change10 hrsAUTO
Engagement letter generation + e-signaturePer client5 hrsAUTO
Extension filing remindersQuarterly3 hrsAUTO
Estimated payment reminders to SE clientsQuarterly4 hrsAUTO
1099 reminder campaign to business clientsAnnual3 hrsAUTO
Post-filing survey + review requestPer filing2 hrsAUTO
Quarterly advisory meeting schedulingQuarterly3 hrsAUTO
MOST RELEVANT MODULES

Capabilities built for accounting firms.

ContextOS

Each client as a Claude-accessible profile: entity, filing req, history

DataOS

QBO client financials + TaxDome/Karbon workflow status daily

Daily Brief

Returns at risk, staff utilization, docs outstanding, revenue tracker

CommandOS

/prep [client], /status [client], /engagement [client]

Workflow Automation

Document requests, reminders, billing triggers

Meeting Intelligence

Advisory calls → client notes → auto-filed