RAC/AI

Case studies

What an install actually changed.

Engagements we've run, what we installed, and what the owner's week looked like afterwards. Clients stay anonymous unless they've given us permission to name them.

Professional services

A law firm that had heard every AI pitch.

Otto install, now in Run

~40%
Tighter case processing

“We had been pitched by a dozen AI vendors. RAC was the first firm that showed us the problem before trying to sell us the fix.”

Managing Partner

A law firm in the Western US came to us after hearing Ed on a podcast. They weren’t in the market for another vendor. They’d been pitched by a dozen of them. The Build was a $22K engagement.

What we installed

The Blueprint prioritized Context, Data, and Intelligence first, which is the right shape for a professional services org. Automation came after, on the workflows where the acceptance bar had been earned.

What Run looks like

They’re in Run now. Monthly working session with Ed, retainer scoped to ongoing tuning and new automations as the practice evolves. When their caseload mix shifted last quarter, the Intelligence layer got retuned in a week.

The takeawayThe managing partner now opens their laptop to a brief instead of a backlog.

Real estate & private equity

A principal who got a chief of staff in two weeks.

Otto install, now in Run

14 days
In production when Matt wrote this
$14M
Portfolio underwritten
465
Loose documents secured

“It is like having a chief of staff who never sleeps and already knows my whole business.”

Matt Krac

Two weeks after go-live, Matt sent us an email nobody asked him for. He wanted to list what the system had already done. We are quoting it here with his permission; his company remains private.

What we installed

A command center over the portfolio: every project with its milestones and documents, a deadline radar for the next 30 days, and a capital and debt board tracking every note, raise, and maturity. The Automation layer files incoming attachments into the right project and drafts underwriting briefs and investor updates in Matt’s voice.

What it did in the first two weeks

  • Underwrote a $14M RV park portfolio and drafted the counter-email.
  • Underwrote a 52-unit beachfront townhome deal against the developer’s own data.
  • Drafted three operating agreements and a $2M joint venture agreement from executed source documents.
  • Ran rental underwriting on a 39-unit project across three rent scenarios.
  • Filed 465 loose documents and secured sensitive records found in an open folder.

The takeawayEvery partner email, deal analysis, and agreement now starts as a draft waiting for review instead of a blank page.

In flight

What we’re building now.

These builds are in Run. Full case studies publish once a full cycle closes.

In flight

Multi-location service business, Western US

Installing Layers 1-3. Unified operational dashboard across locations plus a daily leadership brief for the owner-operator.

Layer focus: Context, Data, Intelligence

In flight

E-commerce operator, eight-figure revenue

Layer 4 focus. Automating reorder triggers, supplier communications, and inventory reconciliation against live sales data.

Layer focus: Automate

In flight

Professional services firm

Full install across all five layers with embedded team training on voice, prompt hygiene, and approval patterns.

Layer focus: All five layers

Want to know what an install would change for you?