AI & Operations for Professional Services Firms

Run your firm on systems, not on the owner.

For owner-led accounting and tax, law, and engineering and consulting firms. One system for your website, content, SEO, leads, CRM and analytics, run by a hands-on team, plus custom automations, AI agents and advisory.

Estimate the time your team loses every year to manual, repetitive work.

Reclaimable hours / year

1,560 hrs

≈ 195 full work-days handed back to your team.

Operators, not theorists. We run our own firms on the same systems we build, so we know what it takes for a firm to run without the owner in every decision.

Trusted by
Harrington Construction Co., Inc.Roadmap Tax Services, Inc.My Little Paris CafeTuckyMantle Tax Solutions
Friction Diagnostic

Friction is the silent tax on your business.

Tool Sprawl

Six tools that don't talk to each other, each with its own login, export, and blind spot.

Manual Bottleneck

Reports, follow-ups, and hand-offs that stall the moment someone is out of office.

Margin Leak

Hours that quietly convert to payroll cost with nothing to show for them.

The Fix

One partner. A system built around you.

01/Time

Recover lost hours.

Your most repetitive work gets automated so your team focuses on what only they can do.

02/Stack

Replace tool sprawl.

One unified system handles your website, CRM, content, and analytics, and actually talks to itself.

03/Fit

Built for how you work.

Every system is designed around your actual workflow, not how off-the-shelf software wants you to operate.

04/The Difference

A partner who stays.

We monitor, refine, and improve the system after launch. No handoff, no disappearing act.

The Blueprint

From Strategy to Scale in Four Steps.

01

Map

We find the friction points in your daily operation where AI moves the needle most.

02

Architect

We architect a custom solution tailored to your team's specific tools and habits. A custom wiring diagram for growth.

03

Deploy

We deploy your AI engine and integrate it directly into your existing workflow.

04

Calibrate

We monitor and refine your system to ensure it keeps getting better as you grow.

Field Reports

What clients are saying.

Report 01
“A fire and forget service.”

Jesse Lipscomb, CEO, Roadmap Tax Services

A website rebuild, a blog publishing five days a week (116 articles so far), and client follow-up that runs from booked to signed to paid on its own.

Read the Roadmap Tax story →
Report 02
“Amazing working with the Recursive Solutions team. Above and beyond, really. They captured the essence of who we are and made it so much easier for the right families to find us online.”
Report 03

~14 hours a week

Reporting work taken off Roadmap Tax's plate every week, with 650+ steps a month now running without anyone touching them.

Offerings

Pick where you start. Build from there.

Lucy, the unified platform

One system that runs your website, content, SEO, lead capture, CRM, and analytics. Replace disconnected tools with a single platform we operate for you.

Explore Lucy →

Custom automations

We map the repetitive work across sales, ops, and admin and automate it, so your team spends its hours on what only people can do.

Get started

Bespoke tools & agents

Internal tools and AI agents built around your workflows, deployed into how your team already works, and monitored so they keep improving.

Get started

Advisory & consulting

A hands-on partner as you adopt AI. We help you evaluate, prioritize, and stay ahead, month by month.

Get started
Who We Are

Built by Operators

Jake

Jake

CEO & Strategy

Jake runs operations at Roadmap Tax, a San Diego tax strategy firm, and built Recursive from what worked there. He works directly with owners to find where the firm still runs on them, then defines the fix before any technology is recommended.

Luc

Luc

COO & Operations

Spent his career making businesses run better. Focused on turning complex AI capabilities into simple, practical tools that teams actually use.

Denis

Denis

CTO & AI Architecture

The builder. Designs and develops the AI systems that power everything we deliver, custom-built for real businesses, not theoretical use cases.

Common Questions

Answers before you ask.

Is my firm the right size for this?

If you own a professional services firm and too much still waits on you, you're the right size. Most of the firms we work with do roughly $2M to $20M a year. Every engagement is scoped to your operation, so you never pay for capability you don't need.

Will this replace my team's jobs?

No. We automate the repetitive work that burns people out so your team spends its hours on judgment, relationships, and growth, the things only humans do well. Our systems work alongside your people, not in place of them.

Do we have to replace the tools we already use?

No. We map how your team actually works and build around your existing stack. If one tool is the thing causing the friction, we'll make the case for replacing it and show you the math. The decision stays yours.

How fast will we see results?

Fast. We build incrementally instead of disappearing for six months. The Map phase takes days, and your first working system typically ships in weeks, so value shows up early and compounds from there.

How does pricing work?

No surprises. Every engagement is scoped from your Friction Audit. Builds are priced as fixed projects, and ongoing operation runs as a flat monthly plan. You'll see real numbers before you commit to anything.

Is our firm's data safe?

Yes. Your data stays yours. Your AI Experts are trained on your knowledge, not fed into the open web, and we walk you through exactly how and where your information is stored and used.

What happens on the discovery call?

Thirty minutes, no pitch deck. We learn how your firm runs today and where the owner's time is going. You leave with a Friction Audit: an honest read on where you stand and where AI would actually pay off. No pressure to buy anything.

Let's find where your firm still runs on you.

Tell us about your firm. We'll read it and email you within one business day to set up a discovery call.

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