Pooldeck is an AI operations studio, founded by the team that led AI transformation at the largest consumer bank in the country. We find where AI multiplies your work, design the workflow around the right tools, and train your team to run it. Thirty days, start to finish.
Who we work with
You answer every question. You review every draft. You join every important call. The firm grew because of you — and now it can't grow past you. That's where we come in.
Law firm. Dental group. Accounting shop. Specialty insurance broker. Advisory firm. Contract manufacturer with service-heavy operations.
Assembled over years out of spreadsheets, email, manual capture, and the institutional memory of one or two people doing work they shouldn't be doing. The bottleneck isn't strategy. The principal is the system.
The big firms don't quote under half a million and don't show up before next quarter. The freelancer market has one skill, not the four. What you need is a team that sits inside the work, maps the journey, and implements something that keeps running after we leave.
Approach
Every engagement starts with the X-ray week. What follows depends on what we find.
We spend a week with your team. We watch the workflow run, talk to the people inside it, and find the leverage point. By Friday you have a written diagnosis and a proposal for what to do next. Required first step for every engagement.
After the X-ray, thirty days of focused work. We bring in the right AI tools for the bottleneck we identified and set them up around the way your team works. By day thirty, your team is running on the new system.
For operations that need a structural rebuild, not just one fix. We work through your business one process at a time. By month three, your team is running on a connected set of tools — and you'll know how to extend it without us.
For businesses we've already built with. One day a week on-site, available the rest. Continuous improvements, advice on what to take on next, training your team to take more on themselves over time.
Scenarios
Composite scenarios from typical engagements.
The patent intake-to-pleading pipeline was eating fourteen hours of partner time per week. We rebuilt it with voice transcription on inventor interviews, structured extraction into the firm's invention disclosure template, and assisted draft generation against their prior-art library. The partner now reviews drafts instead of writing them from scratch.
Patient intake was being keyed manually into Dentrix, then their CRM, then a spreadsheet. We built a sync layer that pushes intake data into all three automatically and triggers SMS recall confirmations. The front desk now spends mornings on patients instead of data entry.
Advisor meeting notes were getting stuck on legal pads. We built an agent that joins the call advisor-side, summarizes, extracts action items, syncs to Salesforce, and schedules follow-ups against the advisor's calendar. Compliance retention rules built in.
The studio
Pooldeck is an AI operations studio. We find where AI multiplies your work, design the workflow around the right tools, and train your team to run it.
Every business runs on people who quietly figured out how to make it work. We come in with respect for what they've built — sit with the team, learn the workarounds, find where new tools actually earn their keep. Your team does more of what matters, less of what doesn't. We leave once the work runs without us.
Two decades of combined experience in design, workflow architecture, and organizational transformation. Most recently, leading AI transformation across product operations at the largest consumer bank in the country. Work that had to hold up for hundreds of thousands of people, not just the demo.
Pooldeck · Brooklyn, NY
Before the call
By week three you'll see measurable improvement. By day thirty the system is live in your operation. The X-ray week often surfaces quick wins your team can implement before the engagement starts.
Every operation has seams that are ripe for AI to multiply the work — and seams that should stay as they are. Knowing which is which is the expertise.
Years inside AI transformation at scale teach you to read those seams. We diagnose where AI creates real multipliers, not just “improvements,” and we build the engagement around those points. We don't redesign blindly, and we don't move on a hunch — the diagnosis document at the end of the X-ray week is the evidence.
No. And we won't bolt AI on top of an unchanged workflow either. There's a third move that matters more than both.
We design the workflow and the AI together — not sequentially. You can't choose the right tools without understanding the workflow, and you can't redesign the workflow without knowing what the tools can do. The two motions inform each other in real time. Most of your operation stays; the leverage points get rethreaded around AI that pulls real weight.
We work with service businesses: legal, dental, medical groups, accounting, advisory and wealth, specialty insurance, professional services agencies. The pattern is people doing structured work manually. The X-ray week tells us in five days whether we can help.
The X-ray is $7,500 for one week. If you continue, that fee is credited toward whatever comes next. A Sprint is $32,500 for thirty days — one workflow rebuilt. The Integration starts at $75,000 over three months and is scoped to your operation — multiple processes rebuilt, exact number in the proposal. The Embed starts at $15,000/month, scoped in proposal — partnership after the work. The X-ray gives you exact numbers for whichever path makes sense.
No. We start by mapping what you already use, then redesign the workflow around it — bringing in AI only where it pulls real weight. Most of your existing tools stay where they are. Replacing things wholesale is rarely the answer.
A tight director- and senior-level team that runs the engagement end-to-end. The same people you meet on the intro call are the people inside your operation by day three. No partner-sells-then-hands-off-to-junior dynamic.
The X-ray week is built for this. If we determine you don't need us — or we're not the right fit — you keep the diagnosis document and we don't proceed past it.
Yes. Many clients do. $7,500, one week, written diagnosis and a proposal — creditable toward whatever comes next.
Get in touch
Thirty-minute intro call. No deck, no pitch. Two questions: what's the workflow that's killing you, and what would change if it worked.