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AI Automation, Intelligent Agents, and Data Infrastructure Tailored for Boutique Firms

Firms Scale Smarter

High-Performance

You built your business on expertise, precision, and personalized service. But behind the scenes, inefficient processes and scattered data might be holding you back.

Your Boutique Firm Deserves Better

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Endless hours spent on repetitive, low-impact tasks

Sounds Familiar?

Valuable time lost to reporting, follow-ups, or data entry

Stuck in daily operations instead of leading and growing

You don’t need generic tools or big-tech overkill,

You need Strevio AI solutions built for boutique businesses by a boutique team.

We understand your world because we’re part of it. Strevio delivers tailored, high-impact AI systems that help boutique firms scale sustainably—without chaos.

Why Strevio?

Reclaim 10+ hours per staff member weekly.

Automate with precision, not complexity.

Create a single source of truth for smarter decisions.

With Strevio you will:

Scale without stress or adding headcount.

SAVE TIME • BUILD PRECISION • SCALE CONFIDENTLY

SAVE TIME • BUILD PRECISION • SCALE CONFIDENTLY

What Sets Us Apart?

Tailored Solutions for Boutique Firms

Your firm is unique, and so are our workflows. We design bespoke automations aligned with your industry, goals, and challenges.

AI That Works for You

We build intelligent agents and workflows that support your team—not complicate it. From onboarding to reporting, our AI adapts to your processes and scales with your growth.

Done-for-You Implementation

We handle the tech so you can focus on your business. From setup to training, we implement, support, and optimize—no DIY, no stress.

Data That Drives Everything

Clean, connected data is the foundation of smart automation. We transform messy, fragmented systems into a single source of truth for accurate, AI-powered decisions.

How It Works:

Discover Opportunities

Start with our 2-hour design thinking workshop. Uncover bottlenecks, explore use cases, begin structuring data into a single source of truth.

Implement Tailored Solutions

Choose a service package based on your goals. We build and deploy automations, AI agents, and data infrastructure aligned with your firm.

Stay Optimized

Our 12-month support ensures your systems evolve with your business—without friction.

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AI Workflow Automation
Increase Efficiency
Agentic AI Systems
Scale Business Functions
Automate information retrieval, reports generation, and more.

Automate follow-ups, approvals, and internal processes.

Data Architecture

Connect Tools and Data
Clean and unify business data, create a centralized system.

The ROI You Can Expect

Save Time

Reclaim 10+ hours weekly per staff member.

Boost Productivity

Free your team to focus on high-value activities.

Grow Without Stress

Build your business without adding headcount.

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Stop drowning in operations

Are You Ready To:

Automate without losing control

Future-proof business with clean, connected data

Don’t Let Inefficiencies Stand in Your Way.

Scale without adding headcount

Client Success Stories

Legal work is complex, but our operations shouldn’t be. My team was wasting hours preparing standard contracts, chasing client meetings, and managing admin. Strevio’s automation eliminated these inefficiencies while keeping everything tailored to our processes. Now, onboarding is three times faster, and I finally have more time to focus on clients. If you run a boutique legal firm, this is a no-brainer.

Sarah L. – Managing Partner, Legal Firm

At first, I thought automation was just a luxury for large firms. But after another late night handling client follow-ups, invoicing, and admin tasks, I knew something had to change. Strevio built custom automation that now handles invoicing, email reminders, and financial reporting without me touching a thing. I’ve gained 12+ hours a week, and instead of being stuck in operations, I can finally focus on business development and high-value client work. If you're running a boutique firm and still doing everything manually, you're leaving money and time on the table.

James W. – Founder, Private Wealth Advisory Firm

★★★★★
★★★★★

I thought I was too busy to even think about automation. But the reality? I was too busy doing things AI could handle for me.For years, I manually tracked campaign performance, client reports, and follow-ups. I justified it, thinking ‘it’s just part of the job. Then Strevio came in and transformed my workflow. Now, reports are automatically generated, follow-ups are sent without me, and client engagement has actually improved because nothing slips through the cracks. What changed? I finally had time to focus on strategy, not just execution. If you’re running a boutique agency, don’t wait until burnout forces you to change—get automated now.

Laura T. – Director, Marketing Agency

★★★★★

For a tech firm, we were shockingly inefficient. Consultants were losing hours on CRM updates, client reporting, and manual data entry. Strevio automated these processes seamlessly, syncing real-time updates and reducing human error. The result? Higher billable hours, faster turnaround times, and better client satisfaction.We’re in tech—efficiency is everything. If your consulting firm still runs on manual workflows, you’re falling behind.

Mark D. – CEO, IT Services

★★★★★

Accounting is all about precision, yet my team was spending more time on repetitive tasks than on actual financial strategy. Strevio’s automation system now handles invoicing, client reminders, and deadline tracking, cutting manual work by 30%. We’ve improved turnaround times and scaled our business without adding extra staff.Honestly, I was hesitant about AI at first. Now? I wish we had done this years ago.

David R. – Managing Director, Accounting & Tax Firm

★★★★★

HR is a relationship-driven business, and I was afraid automation would make it feel cold or impersonal. I couldn’t have been more wrong. Strevio helped me streamline candidate screening, scheduling, and follow-ups while keeping everything personalized and seamless. Now, my recruitment cycle is faster, smoother, and less stressful, and I spend more time on high-value placements instead of admin.If you run a boutique HR firm, automation isn’t about replacing what you do—it’s about making you more effective.

Olivia P. – Founder, HR & Talent Acquisition

★★★★★

Client Success Stories

Legal work is complex, but our operations shouldn’t be. My team was wasting hours preparing standard contracts, chasing client meetings, and managing admin. Strevio’s automation eliminated these inefficiencies while keeping everything tailored to our processes. Now, onboarding is three times faster, and I finally have more time to focus on clients. If you run a boutique legal firm, this is a no-brainer.

Sarah L. – Managing Partner, Legal Firm

At first, I thought automation was just a luxury for large firms. But after another late night handling client follow-ups, invoicing, and admin tasks, I knew something had to change. Strevio built custom automation that now handles invoicing, email reminders, and financial reporting without me touching a thing. I’ve gained 12+ hours a week, and instead of being stuck in operations, I can finally focus on business development and high-value client work. If you're running a boutique firm and still doing everything manually, you're leaving money and time on the table.

James W. – Founder, Private Wealth Advisory Firm

★★★★★
★★★★★

I thought I was too busy to even think about automation. But the reality? I was too busy doing things AI could handle for me.For years, I manually tracked campaign performance, client reports, and follow-ups. I justified it, thinking ‘it’s just part of the job. Then Strevio came in and transformed my workflow. Now, reports are automatically generated, follow-ups are sent without me, and client engagement has actually improved because nothing slips through the cracks. What changed? I finally had time to focus on strategy, not just execution. If you’re running a boutique agency, don’t wait until burnout forces you to change—get automated now.

Laura T. – Director, Marketing Agency

★★★★★