Custom AI for

Professional & Financial Services

Law, accounting, insurance, mortgage, real estate — documents, deadlines, and client comms.

How we work

Diagnosed. Built. Maintained.

We find the bottleneck, build the engine that clears it, and keep it running for you.

01

Diagnose

We map your business until the bottleneck has a name and a number — then tell you exactly what's worth automating, and what isn't.

Diagnostic report3 bottlenecks found

Automate

  • Document intake & filing
  • Client status reports & billing
  • Deadline tracking & reminders

Keep human

  • Legal & financial strategy
  • Negotiations
  • Judgment calls & final sign-off
02

Build

The engine you're missing — custom software, built from scratch and wired into the tools you already use. Then it goes to work.

Handled automatically1,540this week
  • Docs filed & cross-referenced overnight
  • 27 client status updates sent
  • Monthly billing reconciled
  • 4 research memos drafted
  • Deadline reminders fired
  • and the rest — on its own
03

Maintain

We run it, fix what drifts, and keep it sharp — month after month. And a human always stays in control of the calls that matter.

For your call a human decides
  • Engagement · M&A counsel — $25K

    prepared by the engine

    Approve
  • Filing · two deadlines, one day

    prepared by the engine

    Your call
  • Strategy · entity structure

    prepared by the engine

    Your call

Proven capability

What our team has built for professional & financial firms

Document & e-signature machinery

Automated document management, e-signature, multi-session structured intake, live rate data.

A mortgage refinance platform that runs the paperwork end to end.

Real-time financial tracking

Live dashboards, automated task routing, multi-channel analytics.

The numbers assemble themselves — ready for a single review pass.

Examples from systems our team of developers has built — representative of what's possible, not client work performed by Primitus.

Founding engagements

We build a small number of systems, personally.

I take on only a handful of engagements at a time, and I stay across every one personally — from the first conversation, through the discovery, to the day it runs without me in the room. Behind the work is my team — decades of combined experience in exactly this kind of build. My role is to put the right people on your problem and hold them to the standard. You get my judgment and a bench that's done this many times over — which is why capacity is limited, and why before you sign, you'll see exactly what you'll own — in writing.

If your business still runs through you, tell me about it. It starts with a conversation — no pitch, no commitment — and I respond to every serious inquiry within three business days.

Michael Hernandez

Founder, Primitus — Miami