We build practical AI for professional service firms – assistants trained on your processes, AI sales coaching, intake and document tools, and client-facing apps – designed for real work, with your team in control.
Assistants
Answers from your SOPs, not the open internet.
Sales coaching
Every call scored & coached automatically.
Client apps
Your methodology, delivered at scale.
The short answer
Be Known builds custom AI tools and apps for professional service firms. We design AI assistants trained on your processes, AI call scoring and sales coaching, intake and document tools, and client-facing platforms around your methods – connected to the tools you already use, with human review built in where accuracy matters.
Built on your processes & dataHuman review where it mattersConnected to your existing tools
What we build
Custom AI tools, not a chatbot bolted onto your website. Purpose-built tools that take repetitive knowledge work off your team’s plate.
01
Your team gets fast, consistent answers from your own SOPs, playbooks and past work – instead of interrupting the founder.
02
Every sales call is scored against your process and coached automatically, so reps improve without someone listening to recordings.
03
Inquiries are summarized, categorized and routed so the right person sees the right lead with the context they need.
04
First drafts of proposals, reports, letters and summaries – created from your templates and data, then reviewed by your team.
05
Turn your methodology into an app or portal clients use between sessions – so your expertise scales beyond your calendar.
06
Small, focused apps your team actually uses – replacing the spreadsheets and workarounds that hold the firm together.
Where AI fits
Good custom AI tools make your experts faster. They don’t replace their judgment. We design every tool with that line in mind.
Tools we build with
OpenAIAnthropic ClaudeGoogle GeminiMicrosoft 365Google WorkspaceGoHighLevelHubSpotZapier, Make & n8nCustom web apps
Proof
15-18 hrs/wk recaptured
Laura Cowan – Lifestyle Legal Coaching
Client Onboarding, Client Delivery & Custom AI
0 sales calls the founder reviews
AI Sales Ops – Founder-led sales team
Custom AI Tools & Apps
$7.03M revenue over 5 years
Brad Blazar – Coaching & consulting firm
Lead Capture, Follow-Up & Webinar Systems
$1.7M in 18 months
Michelle Cunningham – Sales training
Webinar & Event Systems
How it works
We don’t sell a template or a software license. We look at how your firm actually runs – how clients find you, how work gets delivered, where your team loses hours – then build the few systems that fix the biggest leaks first.
01
A free consultation and systems review. We map where leads, time and revenue slip through – from first inquiry to final invoice – and rank what to build first by impact.
02
We design, build and connect the systems inside the tools you already use (or better ones where it matters) – tested with real clients and real data before anything goes live.
03
Your team gets walkthroughs and documentation so the systems actually get used. Ongoing support and optimization are available, so your systems keep improving as the firm grows.
FAQ
Common builds include AI assistants trained on your SOPs, AI call scoring and sales coaching, intake summaries and routing, first drafts of proposals and reports, and client-facing platforms built around your methodology. We start with the repetitive knowledge work that costs your team the most time.
ChatGPT is a general tool your team has to prompt, check and copy from every time. A custom tool is built around one job, uses your processes and data, lives inside your workflow and produces consistent results – without everyone needing to become a prompt expert.
We design tools for jobs where AI is reliable, ground them in your own documents, and build human review into any step where a wrong answer would be costly. AI drafts and suggests; your team decides.
We use business-grade AI services, limit each tool to the data it actually needs, and build within your firm’s existing security and confidentiality requirements. Your firm stays in control of its accounts and data.
Most custom AI tools start at $1,500 for a focused tool or assistant. Larger builds like client-facing platforms or multi-step AI systems typically range up to $25,000. You get a fixed quote before any work starts.
Book a free consultation about custom AI tools. We’ll find where AI can take real work off your team’s plate – and where it shouldn’t – and show you the first tool we’d build.
