Managed AI TeamsFor professional firmsEst. MMXXVI
Serious firms don't try AI. They operate it.
Your people are still the glue between email, documents, CRM, and billing. LanternOps turns that hidden manual work into supervised AI Teams, with human review and clear accountability.
Fig. 1 — The workflow, before & afterPlate I
§ 1The hidden pain
Your people are the workflow glue.
Most professional firms already have enough software. The expensive part is the human in the middle, copying, checking, chasing, and retyping information between systems that were never connected.
- Copying data between tools that don't talk.
- Chasing the status of work across inboxes.
- Retyping the same client details five times.
- Remembering a process because nobody wrote it down.
§ 2The ladder
AI chat helps individuals. AI Teams help the business run.
There's a ladder from a single chat window to a managed operation. Most firms stop at the bottom rung and wonder why nothing changed.
05Managed AgentOpsSomeone operates the AI Teams after launch.
04Supervised AI TeamsRoles, permissions, review gates, metrics.
03Single agentsUseful, but unmanaged and unowned.
02AutomationsBrittle scripts between two tools.
01AI chatHelps one person, one window at a time.
§ 3The managed role
We manage agents the way you manage junior staff.
Clear job descriptions. Limited permissions. Review rules. Performance metrics. The value is the managed system around the agent.
Fig. 3 — The Agent Card · Intake CoordinatorReports to: Office manager
ToolsEmail · CRM · Document store
OutputsStructured intake record · Draft welcome email · Conflict-check flag
Permissions
- Read new client emailsAllow
- Draft intake summariesDraft
- Send client repliesGate · human
- Edit billing recordsNever
Edit rate6%
Review cadenceWeekly review
§ 4Responsible by design
Safety creates speed.
AI that enters a firm without an operating model is the real exposure. Every AI Team works inside permissioned boundaries: what it can read, draft, do under approval, and never touch.
- Sensitive actions are approval-gated.
- Outputs are reviewable and logged.
- Professional judgment stays human.
§ 5After the demo
We operate the AI after the demo.
Someone has to own the agent once the slides are over. We monitor the work, manage the review queue, and keep the system improving, month after month.
| Prepared by AI | For | Status |
|---|---|---|
| Intake record — Henderson matter | Office manager | Awaiting review |
| Draft client reply — renewal | Reviewing attorney | Awaiting review |
| Conflict-check flag — new lead | Partner | Approved |
| Billing narrative — March | Bookkeeper | Approved |
§ 6For your firm
We start with your real work.
- 06.1 Law firms Intake, conflict checks, drafts, and deadlines, prepared for your attorneys to approve. See the workflow →
- 06.2 Engineering firms RFQs, field notes, and submittals, kept in sync while your engineers stay in control. See the workflow →
- 06.3 Architecture firms Proposals, consultant coordination, and permit packets, assembled so principals can design. See the workflow →
- 06.4 Accounting & CPA firms Document chasing, onboarding, and deadline tracking, handled before anyone reviews. See the workflow →
- 06.5 Investment & wealth advisors Meeting prep, follow-ups, and client comms, drafted and gated for compliance. See the workflow →
- 06.6 Consulting firms Proposals, research synthesis, and first-draft decks, so you focus on the thinking. See the workflow →
§ 7The operator
We run our own firm this way, in public.
15.3×
Leverage
430.4
Fleet hours
28.2
Operator hours
102
Shipped
The last counted week of the AI fleet that runs this firm, logged by the engine as it works, published weekly, misses included.
"I've managed the systems small businesses depend on since 2007. Now I manage the AI Teams that work across those systems."
Todd Hebebrand — Founder, LanternOps
§ 8The first step
One workflow. One AI Team.
One measurable outcome.
The first step is a three-week pilot sprint that proves where AI fits in your firm, safely, before you scale it.