01Operational drag
Service and retention overload
Requests, renewals, follow-ups, and client email pile up faster than the team can clear them. When response slips, clients leave.
The Lobbi
The system behind the operation
An operating system for your business, built on the Microsoft 365 you already own. The Lobbi Brain keeps your firm's knowledge organized, governed, and ready for AI, so expertise stays even when your people don't.
The Problem
Service overload, compliance exposure, growth capped by headcount, and system sprawl all trace back to one thing: your firm's knowledge is scattered. It lives in people's heads, not in the business.
Requests, renewals, follow-ups, and client email pile up faster than the team can clear them. When response slips, clients leave.
Audit trails and documentation live in memory, inboxes, and scattered drives. One missing record can turn into real money.
You can't add revenue without adding people, and margin leaks as the book of work grows. The load lands back on the same few experts.
Line-of-business apps, spreadsheets, inboxes, and drives each hold part of the story. There is no single source of truth.
WHAT YOUR OPERATION IS TELLING YOU
We don't sell a product. We look at what's slowing your operation down and build the automation that fixes it - whatever form that takes.
Every day, your team copies the same information from one platform to another so the business keeps moving. We connect those systems so the data flows on its own and your people get their day back.
Requests sit in inboxes. Nobody knows who is up next. Customers wait, and your team spends the morning chasing signatures. We put a quiet workflow behind the scenes that keeps things moving without anyone chasing it.
If you have to ask three people to find out how this week is going, you are always one step behind. We give you live numbers in one place, so you can lead the business instead of reconstructing it.
Document sorting, data entry, status updates, form filling. The kind of work that quietly burns out your top performers. We hand the volume to software so your team can focus on the work that actually grows the business.
Teams, SharePoint, and Power Automate are sitting right there with most of what you need. We turn the tools you already own into the operational backbone that runs your business day to day.
You've evaluated the big platforms. None of them quite match how you actually run. We build the small piece that bridges the gap, so you keep what works and fix what doesn't.
0%
of daily tasks are automatable
McKinsey
0%
of revenue lost to operational waste
IDC
$0K
annual admin labor cost per knowledge worker
BLS
These aren't abstract numbers. For a 10-person operations team, that's $620K a year in labor spent on work that machines should be doing. The question isn't whether to automate - it's which process to fix first.
What changes
Illustrative outcomes once the Brain is in place and your firm's knowledge stops walking out the door.
Fixes service and retention
Fixes compliance and risk
Fixes knowledge sprawl
Seven Forms
Every engagement starts with understanding your problem. The automation type follows from the diagnosis - not the other way around.
Make the AI you already pay for actually work.
Identity hardening, governance, license right-sizing, and a real Copilot rollout - with the Lobbi Brain installed so answers come from organized company knowledge, not a junk drawer of files.
Why this works for Copilot-Ready Foundation
We identify the decision, data, or handoff that is slowing the work before choosing a build pattern.
The engagement is defined around observable outcomes, not a generic implementation checklist.
The solution connects to the tools, permissions, and audit paths the team already depends on.
Common use cases
Insights
A fixed-fee readiness assessment tells you where knowledge is trapped, what to automate first, and what it will cost - and the fee credits toward your first build. If the roadmap says the work is not worth doing, we will tell you straight.
Keep the knowledge in the business.
