AI Advisory & Engineering for SMB & Mid-Market — Boston, MA

We design the technology and AI systems your business runs on.

ClearStack designs agentic AI workflows and custom knowledge tools for growing companies — the kind of infrastructure usually reserved for teams with an in-house AI function. No jargon, no science project. Just systems that do the work.

01

Agentic systems

AI agents that take real actions — pulling data, drafting work, updating systems — under rules you control, not chat windows that answer questions and stop there.

02

Custom build-outs

Purpose-built tools for your business: private search over your own files and records, internal copilots, and automations tailored to your workflows, not a generic template.

03

Guided adoption

The right foundation models and platforms for your size and budget, configured and governed properly, with your team trained to actually use what's built.

Industries we focus on

We go deep in a handful of industries rather than wide across all of them — each one has a clear, provable case for agentic AI.

01

Law Firms

2–75 attorneys

Billing by the hour makes the return on automating research, drafting, and case admin immediate and easy to prove.

02

Healthcare Private Practices

Independent & small group practices

Heavy admin load and high staff turnover create real knowledge gaps — addressed HIPAA-aware from day one.

03

Accounting & Bookkeeping Firms

Small to mid-sized firms

High document volume and a hard seasonal deadline make the payoff impossible to miss.

04

Real Estate

Brokerages & agents

Deals move fast and close without a procurement committee — systems can go live in the same sales cycle they're built for.

05

Construction & Contracting

General contractors & subs

High volumes of bids, contracts, and RFIs, in a market most AI consultancies aren't paying attention to yet.

06

Mid-Market Businesses

General IT consulting & platform assessments

For larger organizations outside the five industries above: independent, vendor-neutral assessments of your technology stack and where AI genuinely fits into it.

Engagements

AI Readiness Assessment

A structured look at your workflows, data, and tools to find where agentic AI actually pays off — and where it doesn't.

Agentic Workflow Design & Build

End-to-end design and implementation of AI agents that handle real, multi-step work inside your existing systems.

Custom Knowledge & Search Systems

Private retrieval tools built on your own documents, records, and data — so answers come from your business, not the open internet.

Ongoing Advisory

Monthly strategy and hands-on support as tools, models, and your business needs evolve — priced for SMB and mid-market budgets.

How an engagement runs

01

Discover

Map your workflows, data, and where time actually goes.

02

Design

Scope the specific system worth building, with a clear return.

03

Build

Implement, test, and integrate it into how your team already works.

04

Adopt

Train your team and stay on to tune the system as it earns its keep.

Let's find the system worth building.

A first consult is a conversation, not a pitch. Bring the workflow that eats the most time — we'll tell you plainly whether AI is the right fix.

Prefer email? hello@clearstack.ai

Based in the U.S. — working with teams remotely.