AI Solutions
Most software makes you squeeze your business into its shape. We build custom AI-powered software around the way you already work, so it fits like it was made for you. Because it was.
Levitate AI Solutions takes the idea Levitate is built on, Relationship Intelligence, and builds it around your business, on top of your Levitate account or on its own. We don't hand you one more tool to work around. We build you a whole suite of tools and AI agents: your own custom software, made for your business and no one else's. It's built by the team behind ShareFile, with two decades of experience in enterprise-grade security and reliability, now made accessible for every business.
Example: a custom build
We built a CPA firm a dashboard where the owner picks AI teammates, like a Relationship Manager or an Analyst, and assigns them work in plain words. Each morning it shows what got done and what needs the owner's OK, all under the firm's own name, logo and colors.
An example from a real client build. Names and details are made up.
Why Levitate
Security controls independently audited to the standard regulated firms expect.
Approved member, with direct access to OpenAI’s enablement, training and partner support.
We build with Claude, Anthropic’s AI, and are registered in Anthropic’s partner program, working toward certification.
Client history was pieced together from email, contacts, and calendar before every meeting, and comp searches meant hunting across a shared drive where 25 people filed differently.
We built a morning meeting-prep digest and an instant comp search across their whole library.
20 minfor what used to take 2.5 weeks
“I think Levitate is onto something massive here.”
Every new client meant two meetings: one to fill out the estate-planning questionnaire, one, four or five weeks later, to sign. In between, the attorney or a paralegal retyped every handwritten answer into the Word packet.
The receptionist scans the questionnaire from the first meeting and drops it into the custom tool we built. It reads the handwriting, picks the right packet, and fills the firm's own Word templates.
7 daysscoping call to live in production
“It works like a champ.”
Every client meant a four-tier manual chase, a portal message, then email, then text, then a phone call, and an office manager's whole season spent tracking who was pinged where.
We built an automated follow-up agent. Next up: prior-year prep checklists and one unified deadlines dashboard.
Up to 100hours of chasing recovered, every season
“I no longer have to constantly nag people.”
Real pilots, anonymized by industry. Names and logos shared on request.
Example: a custom build
The receptionist scans the questionnaire from the first meeting and drops it into the custom tool we built. It reads the handwriting, picks the right packet, and fills the firm's own Word templates.
An example from a real client build. Names and details are made up.
Who it's for
Our whole philosophy is using AI to handle the manual tasks and the spreadsheet work, without losing the human touch. Automation is earned: we learn how your team does the work first, then hand AI only the parts it does well. When the busywork stops eating your week, you get more time for the relationships your clients and prospects actually stay for. The AI works in the background. You stay out front.
AI handles the busywork. You keep the relationships.
Tech should deepen connection, not replace it.
The gap
11%of SMBs use AI
vs 41% of large enterprises
Most small businesses still aren't using AI in any real way. The adoption gap between small and large firms keeps widening.
Eurostat, 2026
The payoff
85%see efficiency gains
21% average revenue boost for adopters
Among the businesses actively putting AI to work, the majority report reduced costs, improved efficiency, and measurable revenue lift.
Goldman Sachs, 2025 · Adobe, 2026
The winners aren't the biggest. They're the ones who start.
Status meetings, chasing updates, hunting for files, copy-paste between tools. The busywork that crowds out the work you're great at.
Source: Asana, Anatomy of Work Index
We build the AI that gives those hours back.
Redtail
Wealthbox
Salesforce
Clio
Outlook
Gmail
Zapier
Adwerx
AMS360
Applied Epic
Bloomerang
CasePeer
DonorPerfect
EZLynx
Filevine
Google Business Profile
HawkSoft
Housecall Pro
HubSpot
Microsoft Dynamics 365
MyCase
NASA Eclipse
PracticePanther
QQCatalyst
QuickBooks
ServiceTitan
Stripe
Xanatek
Zoom
Step 1
Thirty no-pitch minutes on where the manual hours go, what they cost, and whether there's a first project worth doing.
Your time30 minutes
Step 2
Within a week, we go deep on one workflow with the people who live it, then define a Phase 1 with specific deliverables.
Your time~1 hour
Step 3
Over 3 to 4 weeks, a weekly working session while we build in between, then real, working AI live in your business.
Your time1 hr / week
You see it working in your business before you commit to anything bigger.
No pitch, no deck. Just a short conversation about what's eating up your team's time and where AI could (or couldn't) help. We'll come prepared to listen.
“I've been able to do more in the last five weeks than I had in the previous three years.”
Britton Johnson, Founding Partner, Voluntary Insurance Partners, LLC
