We work with regulated and client-facing professionals, and with owner-led businesses of roughly 2 to 100 people who want AI in operations, client service and marketing without hiring technical staff to run it.
The people we work with want to know three things: what works, what it costs, and what could go wrong. Most have tried a tool or two that went unused. They are looking for a partner who handles selection, implementation and training end to end — and who understands that a regulated firm cannot adopt AI carelessly. Whatever the profession, the work runs on the same method and draws on the same toolkit.
Where the systems were built first.
Deadline-driven, document-heavy.
Confidentiality first.
Volume, follow-up and renewals.
Marketing, listings and client care.
Front desk, recall, documentation.
Operations, client service, marketing.
No. Financial services is where the systems were first built and tested, so the compliance instincts run deep, but the same playbook applies to accountants, lawyers, mortgage brokers, realtors, insurance advisors, healthcare and dental practices, and owner-led businesses of roughly 2 to 100 people.
No. Every page on this site is written for the owner, partner or principal. We handle selection, implementation and training end to end, and we document everything so your team can run it without a developer on staff.
Harmer Intelligence is based in Ontario, east of the Greater Toronto Area. Engagements are delivered across Canada, remotely or on site.
It depends on scope, and we would rather tell you a real number than a range on a website. The Audit is fixed-fee and quoted after the first call. Build work is scoped from The Audit. Staying with you is a monthly retainer. Every proposal defines what success looks like in hours, dollars or output before work begins.