COMPANY BRIEF // SCALEWERK ENGINEERING

We build what others only recommend.

Scalewerk builds custom AI systems for professional services firms. We take the manual, document-heavy work that consumes your best people and turn it into automation you own. Senior engineers who understand your industry. No off-the-shelf software. No vendor lock-in.

Or start with a fixed-scope assessment — 2 weeks, fixed price, no commitment.

FIELD REPORT // PROFESSIONAL SERVICES AI ADOPTION

Sound familiar?

These are the patterns we see across professional services firms exploring AI. Not because they're doing anything wrong — because the delivery model was built for someone else.

FINDING 01

The AI tool nobody uses

You bought the platform. Your team tried it for a week. It didn't understand legal documents, couldn't handle your specific workflow, and required more babysitting than the process it was supposed to replace. The annual license renewal just hit your inbox. Six figures. For a login page.

$50-150K/yrSpent on tools that don't fit
FINDING 02

The strategy deck gathering dust

The consultancy charged $75,000 for a 120-slide 'AI Transformation Roadmap.' Beautifully designed. Thoroughly researched. Their final recommendation: hire someone else to build it. You're still manually processing the same documents you were processing before the engagement started.

$75KFor a recommendation to hire someone else
FINDING 03

The project that never shipped

The development agency quoted three months and $40,000. You're on month eight, $95,000 in, and the weekly status call always ends the same way: 'We're almost there.' Your team has lost confidence. Your partners have lost patience. The spreadsheets are still open.

8+ monthsOn a '3-month' project
FINDING 04

The initiative that became a committee

Someone suggested 'exploring AI.' That became a task force. The task force became monthly meetings. The meetings produced a vendor evaluation matrix. The matrix is still being refined. Meanwhile, your associates are working their third consecutive weekend on document review that should take hours, not days.

12+ monthsFrom 'let’s explore AI' to nothing shipped
ROOT CAUSE ANALYSIS // DELIVERY MODEL FAILURE

The technology works. The delivery model doesn't.

AI capability has been production-ready for two years. The models work. The infrastructure exists. The cost has dropped to fractions of what it was. So why do professional services firms keep failing at AI adoption? Because the people selling AI solutions don't understand professional services work. They've never reviewed discovery documents. They've never assembled a compliance matrix. They've never reconciled forty different charts of accounts. They build for generic workflows and sell to specific industries. It fails every time.

IMPLICATIONS
YOUR WORKFLOWS ARE UNIQUE

Every firm handles matters, cases, proposals, and engagements differently. A 30-person litigation firm in Tysons doesn't operate like a 30-person litigation firm in Bethesda, let alone a government contractor or accounting practice. Off-the-shelf tools can't account for this. They force you to adapt your process to their product.

YOUR DATA IS COMPLEX

Professional services data isn't rows in a database. It's contracts with nested clauses, financial statements with footnotes, proposals with cross-references, and case files with thousands of documents. The tools built for 'enterprise' data can't parse the complexity of professional work product.

YOUR STANDARDS ARE NON-NEGOTIABLE

You can't ship 'good enough' to a client. A 95% accuracy rate sounds impressive until you realize that 5% error rate means missed clauses in a contract, wrong numbers in a financial report, or non-compliant language in a government proposal. Professional services demands precision that generic tools weren't built to deliver.

PROJECT LIFECYCLE // ENGAGEMENT PHASES

From conversation to production in weeks, not months.

Every engagement follows the same disciplined sequence. No surprises. No scope creep. No 'we need another phase to figure out what to build.'

1
PHASE 01 // WEEK 0

We listen before we prescribe

No pitch deck. No demo. Just a conversation about what's actually eating your team's time. We ask questions like 'What's the worst 8 hours of your team's week?' and 'What would you build if you had an engineering team?' We want to understand the real workflow — not the one in your employee handbook.

Deliverable

Honest assessment of whether we can help. If we're not the right fit, we'll say so.

2
PHASE 02 // WEEKS 1-2

We map your process in detail

We sit with the people who do the work. We watch them do it. We document every step, every decision point, every workaround, every frustration. We produce a technical specification that describes exactly what we'll build, how it will work, and what it will cost. Fixed scope. Fixed price.

Deliverable

Technical specification with architecture, timeline, and fixed-price quote.

WORKFLOW AUDIT // CLIENT: [Redacted]

ProcessMonthly Client Reporting
Steps Documented23
Automation Opportunities8
Time Savings74%

Time Per Client

Current State4.2 hrs
Target State0.8 hrs
Projected Reduction-81%
3
PHASE 03 // WEEKS 3-10

We build and ship

Senior engineers building production-grade systems. Not prototypes. Not demos. Working software that handles your real data, integrates with your existing tools, and meets the precision standards your work demands. You see progress weekly. You can test iteratively. Nothing is a surprise at delivery.

Deliverable

Production system, deployed and operational.

BUILD STATUS // PROJECT SW-2026-047

Sprint 3/4| Week 7
Workflow EngineDeployed
Document ProcessingDeployed
Integration LayerDeployed
Reporting DashboardIn Progress 82%
User TrainingScheduled

Test Coverage

94%

Uptime

99.97%

4
PHASE 04 // ONGOING

We grow with you

Systems need tuning as your business evolves. Your team needs support as they learn. New opportunities emerge. We stay engaged — not because you're locked in, but because the relationship creates value.

Deliverable

Continuous improvement, priority access, accumulated context.

BUILD PROFILES // REPRESENTATIVE ENGAGEMENTS

Systems we engineer

Every engagement is custom. These are representative examples of the types of systems we build — designed for real professional services workflows.

LAW FIRMS

Document Intelligence System

THE SCENARIO

A 40-attorney litigation firm spending 8+ hours per matter on initial document review during discovery. Associates burning weekends. Partners reviewing work that should have been pre-filtered. Client bills inflating from manual processing.

WHAT WE BUILD

An AI-powered document classification and review system that ingests case documents, classifies them by relevance and privilege, extracts key entities and dates, surfaces priority items, and generates structured review summaries. Integrated with the firm's existing document management system.

8→1 hrs

Target Review Time

97%+

Target Accuracy

120+ hrs/mo

Projected Savings

$840K+/yr

Projected Value

Document Intelligence
Active Review
Discovery Documents

Meridian_Contract_2024.pdf

2024-03-1447p
Relevant

BoardMinutes_Q3.pdf

2024-07-2212p
Relevant

AttorneyNotes_Priv.docx

2024-08-058p
Privileged

VendorInvoices_Batch.pdf

2024-06-18134p
Not Relevant

SettlementDraft_v3.pdf

2024-09-0123p
Privileged

EmployeeComms_2024.msg

2024-04-306p
Relevant

Document Preview

Meridian_Contract_2024.pdf

This Agreement (the "Agreement") is entered into as of March 14, 2024 by and between Meridian Corp ("Company") and David Chen ("Consultant"). Pursuant to Section 4.2(b), the total compensation shall not exceed $2.4M for services rendered during the term...

Extracted Entities

OrganizationMeridian CorpPersonDavid ChenClauseSection 4.2(b)DateMarch 14, 2024Amount$2.4M
Classification Confidence97.3%
847 docs processed12.3 sec/doc97.3% confidence
Complete
GOVERNMENT CONTRACTORS

Proposal Generation System

THE SCENARIO

A 60-person government contractor rebuilding every proposal from scratch. Institutional knowledge trapped in the heads of people who might leave tomorrow. Past performance narratives rewritten for every submission. RFP compliance matrices assembled manually.

WHAT WE BUILD

A proposal generation system with institutional memory. It indexes past performance, maintains a compliance matrix library, auto-drafts standard sections from historical wins, cross-references RFP requirements against company capabilities, and generates first-draft proposals that capture the firm's voice and track record.

3wk→5d

Target Turnaround

80%+

Target First Draft

4+ yrs

History Indexed

Positive Signal

Win Rate Impact

Proposal Engine
RFP-2026-084794%

Compliance Matrix

L.1Technical ApproachMet
L.2Management PlanMet
L.3Key PersonnelMet
L.4Past PerformanceMet
L.5Staffing MatrixMet
L.6Quality ControlMet
M.1Cost VolumePartial
M.2Small Business PlanPending

Past Performance Matches

DISA Cloud Migration

94%

Army ITES-SW2

87%

DHS EAGLE II

81%

Section Status

Executive Summary

Complete

Technical Approach

Approved

Management Plan

Complete

Past Performance

Review

Cost Volume

Drafting

Small Business Plan

SME Req.
8 requirements mapped6 auto-drafted1 SME pending
Drafting
ACCOUNTING / FRACTIONAL CFO

Automated Reporting Pipeline

THE SCENARIO

A fractional CFO practice managing 40+ clients, each with different chart of accounts, different reporting formats, different data sources. Monthly reports that take 4 hours each to compile and format. Partners spending evenings on spreadsheet work instead of advisory.

WHAT WE BUILD

An automated reporting pipeline that connects to client accounting systems, normalizes data across different charts of accounts, generates standardized and custom reports, performs automated variance analysis, and produces client-ready PDF deliverables with the partner's formatting preferences.

4hr→15m

Target Report Time

160+/mo

Projected Hours Freed

<0.1%

Target Error Rate

No New Hires

Scale Impact

Report Pipeline
BATCH RUN 2026-02
Client Reports

Apex Legal Partners

Sent11.2s

Meridian Holdings

Generated14.8s

Capital Bridge Advisory

Variance Flagged9.7s

Greenfield Consulting

In Progress

Stratton & Associates

Generated13.1s

Pinnacle Ventures

Sent10.4s

Variance Alert

Capital Bridge Advisory

Revenue$847,200
Expenses$612,400
Net Income$234,800
Variance
+12.3%

vs. prior month

Avg 12.4 sec40 clients38 complete
Processing
SCOPE DEFINITION // OPERATIONAL BOUNDARIES

What we won't do.

Knowing what we're not is as important as knowing what we are. We've drawn these lines deliberately.

We won’t

Sell you software you don't need

We will

Build exactly what your workflow requires — nothing more

We won’t

Send junior developers to do senior work

We will

Put the person who scopes the project on the keyboard

We won’t

Optimize for billable hours

We will

Optimize for your measured outcome

We won’t

Promise “transformation” without defining it

We will

Give you a fixed scope, fixed price, and fixed timeline before you commit

We won’t

Lock you into proprietary platforms

We will

Transfer 100% of code, data, and IP to you

We won’t

Pretend we're experts in everything

We will

Go deep in professional services — law firms, gov contractors, accounting, consulting

We won’t

Take on work we can't deliver

We will

Say no when we're not the right fit, and refer you to someone who is

We won’t

Scale by hiring junior talent

We will

Stay small, stay senior, stay focused

ENGINEERING TEAM // CREDENTIALS & CAPABILITY

Senior engineers. Not a sales team with subcontractors.

Scalewerk is a small engineering firm that does the work ourselves. The person on your call is the person writing your code. No account managers, no project coordinators, no offshore handoffs. We kept the team small on purpose: because professional services firms deserve the same senior-level attention they give their own clients.

TEAM SPECIFICATION // SW-ENG-001
Rev 2.1| Status: ACTIVE
PRINCIPALS:Senior Engineers
CAPABILITY:Full-Stack AI Engineering
STACK:TypeScript, Python, Next.js, React, PostgreSQL, Supabase, Claude/OpenAI
FOCUS:Professional Services Workflows
LOCATION:Washington, D.C. Metro
MODEL:Senior-Only Execution
AVAILABILITY:Limited (by design)

Scalewerk

Founding Team

Enterprise sales background with technical depth. Building the AI consultancy we wish existed for professional services firms. Every engagement starts with the senior engineer who'll do the work — not a sales team, not an account manager. The person who understands your problem is the person who solves it.

We got tired of watching smart firms get sold AI that doesn't work. So we started building AI that does.

ECONOMIC ANALYSIS // TOTAL COST OF OWNERSHIP

The math on custom vs. subscription.

Document Review Automation

30-attorney litigation practice, D.C.

OPTION A: SaaS AI Product
Year 1 License + implementation$48,000
Year 2 License renewal$36,000
Year 3 License + price increase$38,000
$0

Ownership: Nothing (cancel = lose everything)

Workflow Fit: 60-70%

OPTION B: Custom Build (Scalewerk)
Year 1 Build + support$47,000
Year 2 Support/enhancements$12,000
Year 3 Support/enhancements$12,000
$0

Ownership: Everything (code, data, IP)

Workflow Fit: 100%

DIFFERENCE
$51,000 saved + full ownership

Figures are representative. Actual costs depend on scope and complexity.

Start Small

AI Opportunity Assessment

2-week diagnostic of your operations. Prioritized roadmap of AI opportunities specific to your firm. Fixed scope, standalone value, no commitment to continue.

Learn More
Prove It First

Proof of Concept Build

Working prototype of a single workflow in 2-3 weeks. Real data, real results. Show your partners something that works, not another slide deck.

Learn More
Ongoing Partnership

Monthly Engineering Partnership

From Foundation to embedded technical co-founder. Engineering capability that grows with you. Cancel anytime after 3 months.

See Partnership Tiers
PERFORMANCE DATA // MEASURED OUTCOMES

What the math looks like.

8 → 1hours

Target: document review time

Projected reduction in initial review time for litigation workflow automation

87%

Target: cost reduction

Projected operational cost reduction for automated workflows vs. manual processing

8-12weeks

Concept to production

Typical timeline from first conversation to deployed, operational system

100%

Client code ownership

Every client receives full source code, documentation, and deployment infrastructure

OPERATING PRINCIPLES // DESIGN CONSTRAINTS

What we believe.

These are not marketing claims. They are operating principles that shape every decision we make.

CLIENT QUALIFICATION // FIT CRITERIA

Who we work with — and who we don't.

We're selective about engagements because the work demands it. Here's how to know if we're the right fit.

This is for you if...

  • You run a professional services firm (law, accounting, consulting, government contracting) with 10-75 professionals
  • You're in the D.C. metro area (or willing to work with a D.C.-based team)
  • You have a specific, document-heavy workflow that's consuming your team's time
  • You want to own what gets built — no subscriptions, no lock-in
  • You value working with senior people who do the work themselves
  • You're ready to start with a focused project, not a 6-month 'discovery phase'

This probably isn't for you if...

  • You need a pre-built SaaS product you can deploy tomorrow
  • You're looking for the cheapest possible option regardless of quality
  • You want a large team with dozens of developers
  • You need work done in a timezone outside the Eastern U.S.
  • You're looking for generic 'AI consulting' — strategy decks and roadmaps without building anything
NEXT STEPS // ENGAGEMENT INITIATION

Start with a conversation.

No pitch deck. No demo. No 47-slide methodology presentation. Just a 30-minute call about what's consuming your team's time and whether building something custom makes sense for your firm.

If we're not the right fit, we'll tell you. If we can help, you'll know exactly what that looks like — scope, timeline, cost — before you commit to anything.

We respond to every inquiry within 24 hours. Usually faster. You'll hear from an engineer, not a sales team.