Practical AI Automation & Custom Software for Small Businesses

Save hours every week by automating repetitive admin work, improving customer follow-up, and building systems that fit how your team already operates. A service line of MedLib, Inc.

Download the services & pricing guide (PDF)

Starting at $497. Full Workflow Audit $1,250. Implementation sprints start at $7,500; larger systems quoted by scope.

A practical, step-by-step approach

We identify the workflow first, then support or build the system only after the opportunity is clear — so you spend on automation that actually saves time.

Workflow Audits

Find the top automation opportunities before spending on a build.

Monthly Support

Keep improving operations with scoped AI and automation support.

Custom Systems

Build portals, dashboards, assistants, and internal tools around real workflows.

A clear path from audit to results

  1. 1

    Audit

    A 60–90 minute workflow interview to map where time is being lost.

  2. 2

    Roadmap

    Your top 5 automation opportunities, ranked, with an implementation quote.

  3. 3

    Build

    We implement only what’s worth it — with a written scope and acceptance criteria.

  4. 4

    Support

    Optional monthly plans keep improving operations after launch.

Sometimes the right answer is not to build. If an automation won’t pay for itself, the audit will say so — you get a clear recommendation, not a sales pitch.

Three tiers, matched to where you are

Tier 1

AI Workflow & Automation Audit

$497 Starter Audit$1,250 Full Workflow Audit

Best fit

Small businesses that know time is being wasted but need clarity before building.

Core deliverables

  • 60–90 minute workflow interview
  • Bottleneck map
  • Top 5 automation opportunities
  • Estimated monthly hours saved
  • Tool/system recommendations
  • Implementation quote
Tier 2

AI Operations Support

$750–$2,500+per month

Best fit

Businesses that need ongoing workflow improvements, staff training, and light automation maintenance.

Core deliverables

  • Scoped monthly workflow improvements
  • AI tool setup
  • Dashboards and reminders
  • Customer follow-up automation
  • Documentation
  • Monthly check-in
Tier 3

Custom AI Implementation & Internal Systems

$7,500+ sprint$15,000–$50,000+ typical system

Best fit

Clients with a defined operational problem that needs a focused implementation, portal, app, dashboard, or AI-powered workflow.

Core deliverables

  • Written statement of work
  • Paid phases
  • Design and build
  • Integrations
  • Deployment
  • Staff training
  • Optional maintenance plan

What the audit produces

Bottleneck map

Where time is being lost across intake, scheduling, follow-up, documents, or internal communication.

Top 5 opportunities

The highest-leverage automations ranked by likely time savings and ease of implementation.

Implementation quote

A clear next-step recommendation for monthly support, a custom build, or no build if the ROI is not there.

Low-risk entry point

Your audit fee is credited toward implementation if you start a build or monthly plan within 14 days — so the only real decision up front is the audit itself.

Monthly AI Operations Support

For businesses that want ongoing workflow improvement without hiring a full-time automation or software team. Plans are intentionally scoped so support stays practical and measurable.

PlanPriceIncludedScope note
Starter $750/month Light monthly support for one workflow at a time; one monthly check-in; simple automation monitoring; basic tool setup. Defined monthly scope. Not unlimited support.
Growth $1,500/month Best value for growing businesses with recurring admin bottlenecks; two to three workflow improvements; staff training; documentation; monthly ROI review. Requests beyond monthly scope are quoted as change orders.
Systems $2,500+/month Multiple workflows; integrations; reporting; internal AI assistant maintenance; priority support; roadmap planning. For teams with meaningful operational complexity.

Simple commercial guardrails

Monthly plans are not unlimited support. Requests outside the monthly scope are quoted separately. Software subscriptions, hosting, API usage, email/SMS costs, and third-party tool fees are billed separately.

Custom AI Implementation & Internal Systems

For defined problems that need a focused implementation sprint, custom portal, dashboard, app, integration, or AI-powered workflow. Implementation sprints start at $7,500. Most scoped internal tools, dashboards, portals, and AI workflow systems range from $15,000–$50,000+ depending on integrations, data access, security, and timeline.

Discovery before build

We confirm the workflow, users, inputs, outputs, success measure, budget, and delivery path before building.

Phase-based delivery

Larger systems can be split into paid phases: discovery, prototype, MVP, production build, and maintenance.

Maintenance option

After launch, clients can add a scoped support plan for monitoring, improvements, and staff training.

Examples of systems we can build

The best projects are practical: they remove repetitive work, improve follow-up, and create visibility for owners and managers. Each build uses a written statement of work, clear deliverables, and acceptance criteria.

AI receptionist / intake system

Captures inquiries, routes requests, drafts replies, and helps convert missed leads into scheduled calls.

Internal knowledge-base chatbot

Answers staff questions from SOPs, policies, manuals, PDFs, and training docs with source references.

Scheduling and reminder portal

Manages appointment reminders, intake forms, follow-up tasks, and customer status updates.

Operations dashboard

Shows sales pipeline, tasks, customer status, revenue, service requests, or staff workload in one place.

Document automation system

Summarizes documents, drafts emails, prepares reports, and generates quotes or internal summaries.

Customer follow-up automation

Automates review requests, appointment follow-ups, onboarding messages, and reactivation campaigns.

Recommended starting points

Business typeCommon painSuggested first offer
Home services Missed calls, slow quotes, scattered scheduling, limited follow-up. Audit plus intake, quote, and follow-up automation.
Property management / real estate Tenant questions, maintenance triage, repetitive email, forms. Audit plus FAQ, work-order, or tenant communication assistant.
Wellness, medspa, dental, chiropractic Appointment reminders, intake friction, customer FAQs, staff overload. Audit plus no-PHI reminder, intake, and FAQ workflow.
Gyms, tutors, coaches, education Lead follow-up, onboarding, scheduling, renewals. Audit plus onboarding and customer retention workflow.
Nonprofits / professional offices Documents, donor or client communication, grant or report workflows. Audit plus document, email, or reporting automation.

Scope note for healthcare-adjacent businesses

Standard packages focus on front-office, administrative, marketing, scheduling, FAQ, document, and operational workflows. Work involving protected health information, medical advice, or regulated clinical data requires a separate compliance scope and contract.

All pricing is starting pricing. Final scope depends on integrations, data access, security, timeline, and number of workflows. Software subscriptions, hosting, API usage, email/SMS costs, and third-party tool fees are billed separately.

See what your business can automate first

Start with a practical workflow audit and get a clear roadmap before deciding whether to build.

Download the services & pricing guide (PDF)