AI Solutions That Help Boutique Firms Save Time, Scale Smarter, and Lead with Confidence

At Strevio, we don’t just automate tasks—we transform the way boutique firms operate. Whether you're looking to streamline operations, delegate work to intelligent agents, or organize your data for growth, we build tailored AI systems that work for you, not the other way around.

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AI Workflow Automation

Free your team from busywork. Focus on what truly matters.

We streamline repetitive, time-consuming processes with smart automations tailored to your operations.

What We Automate:

  • Client follow-ups & reminders

  • Internal approvals & task assignments

  • Meeting scheduling & calendar sync

  • Financial or CRM data updates

  • Reporting and recurring tasks

Benefits:

1. Reclaim time across your team
2. Improve process consistency and accuracy
3. Reduce operational costs without extra headcount

Agentic AI

Your new AI-powered team members—working 24/7 with zero burnout.

Take your automation to the next level by streamlining critical business operations.

Example Agents:

  • Client onboarding assistant

  • Lead qualification and follow-up bot

  • Report generation agent

  • Scheduling and coordination assistant

Data Architecture & Management

Your automation is only as strong as the data behind it.

We build the backend foundation that keeps your workflows and AI agents running smoothly.

We design task-specific AI agents that autonomously execute key business functions or assist your team in real time.

Benefits:

1. Automate tasks with human-like interaction
2. Boost response time and client satisfaction
3. Scale service capacity without hiring more staff

What We Do:

  • Clean and structure your internal data

  • Connect your tools (CRM, spreadsheets, accounting, inventory, etc.)

  • Build a centralized “single source of truth” for real-time access

  • Set up pipelines for AI learning and automation reliability

Benefits:

1. Better insights, fewer mistakes
2. Future-ready systems with scalable structure
3. Eliminate data silos across departments

a black and white photo of a playing card

AI Workflow Automation

Free your team from busywork. Focus on what truly matters.

What We Automate:

  • Client follow-ups & reminders

  • Internal approvals & task assignments

  • Meeting scheduling & calendar sync

  • Financial or CRM data updates

  • Reporting and recurring tasks

Benefits:


1. Reclaim time across your team
2. Improve process consistency and accuracy
3. Reduce operational costs without adding headcount

Agentic AI

Your new AI-powered team members—working 24/7 with zero burnout.

Example Agents:

  • Client onboarding assistant

  • Lead qualification and follow-up bot

  • Report generation agent

  • Scheduling and coordination assistant

Data Architecture & Management

Your automation is only as strong as the data behind it.

What We Do:

  • Clean and structure your internal data

  • Connect your tools (CRM, spreadsheets, accounting, inventory, etc.)

  • Build a centralized “single source of truth” for real-time access

  • Set up pipelines for AI learning and automation reliability

We streamline repetitive, time-consuming processes with smart automations tailored to your operations.

We design task-specific AI agents that autonomously execute key business functions or assist your team in real time.

Benefits:


1. Automate higher-level tasks with human-like interaction
2. Boost response time and client satisfaction
3. Scale service capacity without hiring more staff

We build the backend foundation that keeps your workflows and AI agents running smoothly.

Benefits:


1. Better insights, fewer mistakes
2. Future-ready systems with scalable structure
3. Eliminate data silos across departments

Maintenance Services

Essential Support Package
  • Basic maintenance and monitoring of workflows.

  • 3 minor updates per quarter.

  • Onboarding for 1 new staff member per quarter.

  • Annual workflow optimization reviews.

Advanced Growth Package
  • Comprehensive workflow monitoring and updates.

  • Priority email and phone support.

  • Onboarding for 2 new staff members per quarter.

  • Quarterly workflow optimization reviews.

Premium Optimization Package

  • Unlimited updates and workflow adjustments.

  • 24/7 premium support with guaranteed fast response.

  • Onboarding for unlimited staff members.

  • Quarterly optimization and AI strategy consultations.

Keep your systems running smoothly with ongoing support tailored to your growth.

Essential Support Package
  • Basic maintenance and monitoring of workflows.

  • 3 minor updates per quarter (e.g., new triggers or adjustments).

  • Email support and onboarding for 1 new staff member per quarter.

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a man and woman sitting at a desk in front of a computer
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man facing a woman
sittin people beside table inside room
sittin people beside table inside room

Maintenance & Support Plans

Advanced Growth Package
  • Comprehensive workflow monitoring and updates (up to 6 task adjustments per quarter).

  • Priority email and phone support.

  • Onboarding for 2 new staff members per quarter.

  • Biannual workflow optimization reviews.

Premium Optimization Package
  • Unlimited updates and workflow adjustments.

  • 24/7 premium support with guaranteed fast response times.

  • Onboarding for unlimited staff members.

  • Quarterly optimization audits and biannual AI strategy consultations.