Map
Audit the workflows and build the knowledge base: how you work, who you serve and what good output looks like.
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Your AI Operating System, Built and Owned By You
We design, build and run your automations on top of the tools you already use, then hand you full ownership. A connected AI Operating System, built for you.
What it is, and who it is for
For firms that want it built and run
You have a CRM, a busy team and a growing list of manual jobs. We connect the tools and build the automations, with your team involved in testing and delivery.
It's the right fit if:
- Admin is taking time away from client work.
- You want AI connected to the CRM and tools you already use.
- You want to own the system and its documentation.
The approach
Map, Automate, Productise
Automate
Score the opportunities, agree the roadmap and build the highest-impact workflows on your existing systems.
Productise
Document the system, train the team and hand over the assets and IP so you can run it yourself.
How it works
From first call to a system you own
Week 0: discovery
A detailed discovery call to understand how the business runs.
Weeks 1 to 2: mapping
We build the process map and your AI knowledge base.
Weeks 3 to 4: sign-off
We score the priorities. You approve the build plan before development starts.
Weeks 5 to 12: build
Automations are built and tested one at a time, with weekly delivery sessions.
Handover
You receive the documentation, training and ownership of every asset.
Optional support
Quarterly reviews against agreed targets and further builds as your needs change.
What you get
What you leave with
Process map
A shared picture of your workflows and the places automation will help.
AI knowledge base
Your business context, guidance and examples organised for the system to use.
Priority matrix
A scored sequence of builds based on impact and feasibility.
Output standards
Agreed checks for accuracy, quality and handling exceptions.
Connected systems
Automations integrated with your existing CRM and core tools.
Founder dashboard
Visibility of the workflows and outputs that matter to your business.
Team training
The documentation and practical handover your team needs to run the system.
In practice
See the work in practice
Read how Montaj has helped service firms recover dormant opportunities, improve lead flow and reduce manual work.
Explore our case studiesThe 3x ROI guarantee
We agree the return targets before building. If the implementation doesn't return at least three times your investment in money made, money saved or time saved, we keep building at no extra cost until it does. The agreed scope and measurement terms govern the guarantee.
Investment
A clear scope, agreed before we start
Implementation starts from £3,000 per month. Scope and pace determine the final price. You own the IP and every asset, with the documentation to run the system without us.
The operational impact
Reclaim your firm's billable capacity
We measure success in hours returned to your firm each month. That means looking at the time your team gets back once the system is running.
Typically, the AI Operating Systems we deploy save 20% to 40% of admin time per employee within the first 90 days of launch.
Book your free AI audit
30 minPhone call
See what we would build for you
Book a free AI readiness audit. We'll look at the work, the tools and the bottlenecks, then discuss where implementation would pay off.
Reviewed on5.0 Rating
Authentic reviews from clients who trust us.
FAQ
Got any questions? We have the answers.
If your question isn't answered here, book a free AI readiness call and we'll talk it through.
No. We build on top of the systems you already use where they support the required integrations. We'll flag any constraints during the audit.