Get more doneWith the team you already have
We integrate Claude into your most repetitive workflows so you can focus your time on the highest leverage work.
Claude reads the week's meeting notes and inbox, then drafts the client update in last week's format. Shown here on sample data.
Our Clients Include
- Attorneys & law firms
- Commercial real estate
- Finance & professional services
- Founders & small teams
How it works
Bring your most repetitive task.
The Intro Call
Tell us about a workflow you run daily. We’ll walk you through how Claude can run it more efficiently.
Setup on Day One
We get Claude running in your accounts, connected to your email, calendar and documents, and tuned to how you write. Then we build your first skill on the spot.
Build Sessions
Each session, one person brings a task they repeat and builds the Claude skill for it with us. A morning inbox triage that runs on a schedule is a common first build.
Check-Ins
We come back to fix what didn’t stick, answer questions and build the next skill. When one works well, we help you pass it to others on your team who need it.
What clients say
“Carlos has helped us go from zero to 60 with Claude, in what I feel is a safe, efficient, and ethical manner, for the benefit of our clients.”
Ty G. Roland
Managing Partner
Services
Three ways to work with us
All are built around the same core. Claude learns how your firm writes and what it works on. Connectors let it read your email, your documents and your calendar. Skills are the step-by-step routines it runs on the work you repeat.
1-on-1 Coaching
Our main format. One person, their own tasks, and one Claude skill built in each session.
4-session packs
Team Onboarding
For firms adding Claude across the team. We set up each new seat, connect it to that person’s email and calendar, and coach them through their first build.
One session per person, plus check-ins
Group Sessions
For people in the same role who need the same skills. Everyone builds side by side, and the team ends up with one shared version.
Weekly blocks. In-person or over Zoom.
Who we work with
What Claude handles in firms like yours
Attorneys & law firms
- A morning inbox triage that puts client and opposing-counsel emails first
- Discovery requests and responses drafted from the complaint and answer
- Every mention of permanent injury pulled from a deposition, with page cites
- Settlement statements built with fees, costs and every medical bill
Commercial real estate
- Property and comp research with sources for all key figures
- First drafts of offering memos and broker opinions of value
- Owner lists filled in with verified emails and titles for the decision-makers
- A Monday pipeline update straight from your CRM
Finance & professional services
- Proposals and scopes drafted from your notes or a call
- Monthly client reports with MoM and YoY deltas
- Inbox triage system that runs automatically
- One-pagers ahead of each call, and follow-up emails drafted automatically after
Founders & small teams
- Investor and board updates straight from your existing data sources
- Sales follow-up and a pipeline you can read in a minute
- Job posts, candidate screens and interview notes
- A weekly operating update pulled from your own tools
How we work
Guiding Principles
Human Driven Workflows
Claude can draft emails or documents, but someone on your team will always have final say on output.
Protecting Client Data
We set up Claude Team or Enterprise plans to ensure you have the ability to protect sensitive information.
Low Hanging Fruit First
We start with repeatable workflows where the input and output files are clear. Once you learn more about Claude (and it learns more about you), we graduate on to more complex, open-ended workflows.
Understanding Claude’s Capabilities
Claude is not the right tool for every job.
You Own the Entire Stack
Every skill, instruction and connector lives in your accounts.
We are a good fit for teams looking to inject Claude into all aspects of their business. We are a poor fit for teams looking for a single tool or automation.
Demos
See it in action
Two builds, recorded end to end on sample data. These are the same kind of skills we set up for clients.
Pre-call account brief
Claude builds a reusable account-prep skill, then pulls Salesforce, Slack, email, and call transcripts into one brief before a client call.
Inbox triage
A skill that turns a packed inbox into a prioritized list, with replies pre-drafted and commitments tracked so nothing slips.
About
Working with SMBs across the South.
Modern Agentic Solutions was founded by Carlos Ayon. After graduating from the University of Texas, he spent a year training and evaluating the most advanced AI models, and now we teach that work to the people who run small firms.
Our clients are law firms, commercial real estate groups, finance and professional services firms and small teams still run by their founders, most with 5 to 60 people and nobody technical on staff. We strive to not only implement excellent systems, but fully equip you with the tools to continue building them yourself. As our clients put it: we’re gonna make you a machine.
Get more done.
Book a free call and tell us about that one annoying workflow you hate. That one thing you just know AI could handle for you, but you have no idea where to start. We’ll help automate that for you, and find the next 5 workflows too.