Commercial services

Automation for Arizona professional-services firms, priced before the work starts.

Be Chosen Agency builds intake portals, document collection, workflow automation, integrations, dashboards, and bounded AI assistants for accounting, engineering, legal, staffing, and government-contracting firms with 10 to 200 staff. Every engagement is fixed-price and scoped up front.

Top-down view of a tidy desk with a paper intake tray, a laptop, and a navy folder

Four services

Find the work worth automating, build it, keep it running, and train the team.

Each service has a written scope and a fixed price before anything starts. No prices are published because no two firms' workflows are the same; the scope is what makes the price fixed.

  • 01

    AI & Automation Workshop

    • Half day or full day
    • Fixed price, scoped up front

    A fixed-price half or full day that maps how work moves through your firm and picks the first automation worth building, with a written scope.

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  • 02

    Automation Sprint

    • 2 to 4 weeks
    • Fixed price, scoped up front

    A 2 to 4 week fixed-price build: client intake portals, document collection, workflow automation, integrations, dashboards, or a bounded AI assistant.

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  • 03

    Ongoing Support Retainer

    • Month to month, after a first build
    • Fixed monthly fee, scoped up front

    A fixed monthly retainer that keeps your automations working, handles small changes, and adds the next improvement on a schedule you can plan around.

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  • 04

    AI Training for Teams

    • Half-day session, or a short series by role
    • Fixed price per session, scoped up front

    Practical, fixed-price AI training built around your firm's own tools and tasks, with safe-use rules for client data and a draft acceptable-use policy.

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How it fits together

Start small, prove it works, then keep going.

Most firms start with a workshop, build one automation in a sprint, and keep it running with a retainer. Training can happen at any point. You can stop after any step and keep everything that was delivered.

  1. Workshop

    A half or full day maps your workflows and picks the first automation, with a written scope and fixed price.

  2. Sprint

    Two to four weeks to build, test, and launch that one automation in your own accounts.

  3. Retainer

    A fixed monthly fee keeps it working through vendor changes and adds the next improvement.

  4. Training

    Hands-on sessions so staff use the new tools, and AI generally, safely and well.

What a sprint builds

Six kinds of automation, each scoped to one workflow.

Built on the practice-management, document, e-signature, accounting, and HR tools you already license where they fit.

  • Client intake portals

    One secure form that collects what you need the first time and routes it to the right person.

  • Document collection

    Per-client checklists, secure upload, and reminders that stop on their own when the last item arrives.

  • Workflow automation

    Every request gets an owner, a status, and a dated next step, with an exception queue someone watches.

  • Integrations

    Connect the tools you already pay for so the same information is typed once, not three times.

  • Dashboards

    Volume, aging, and bottlenecks in one view, with every number traceable to the records behind it.

  • Bounded AI assistants

    Draft, summarize, or sort for one named job, with a person approving before anything goes out.

How an Automation Sprint runs

Industries

Built for the firms that run on documents, deadlines, and approvals.

Why Be Chosen Agency

A small firm that builds carefully, and says what it does not do.

The same delivery rules BCA uses for federal work apply to every commercial build.

  • Veteran-owned, founder-led

    Be Chosen Agency is an SBA-certified Service-Disabled Veteran-Owned Small Business. Teton Wilson, a U.S. Air Force veteran, scopes the work, leads the build, and signs the handoff.

  • Security-minded by default

    Builds live in accounts your firm owns, with the least access the work needs, and every account and permission is listed at handoff. BCA holds no SOC 2 report or ISO certification, so it works inside the controls you already run.

  • Bounded AI, human review

    Each AI function does one named job and stops for a person to approve before anything reaches a client or a file. Prototypes use sample or synthetic data until you approve real records.

  • Local to the Valley

    Based in Peoria, in the Phoenix metro. Workshops and training can run at your office, and build work runs on Arizona time.

Evidence

What we can show, labeled for what it is.

Commercial delivery and owned-system engineering evidence, each record marked for what it does and does not prove. The Mortgage Doctor has also approved serving as a commercial reference; contact details are shared on request.

Commercial FAQ

Questions firms ask before a first project

Plain answers on scope, price, AI, and how a first project starts.

What does Be Chosen Agency do for commercial firms?

Be Chosen Agency builds workflow automation for professional-services firms with 10 to 200 staff, mostly in Arizona: client intake portals, document collection, workflow routing, integrations between existing tools, dashboards, and AI assistants that draft or sort while a person makes the decision. Work is sold as a fixed-price workshop, a fixed-price two-to-four-week sprint, a monthly support retainer, and team AI training.

How much does an automation project cost?

Every Be Chosen Agency engagement is fixed-price and scoped in writing before work starts, so the number depends on the workflow, the systems involved, and the data boundary. Prices are not published. A workshop ends with a written scope and a fixed price for the first build, and you are under no obligation to buy it.

Where should a firm start if it is not sure what to automate?

Start with the AI & Automation Workshop: a fixed-price half or full day with the people who do the work. Be Chosen Agency maps three to six workflows, scores the automation candidates for hours saved, error risk, client impact, and data sensitivity, and writes a scope and fixed price for the first project.

Do we have to replace our current software?

No. Be Chosen Agency builds on the practice-management, document, e-signature, accounting, and HR tools a firm already licenses where they fit, and connects them so information is entered once. Replacing a core system is a different, larger project, and Be Chosen Agency will say so if that is what the workflow really needs.

How does Be Chosen Agency keep AI tools from making mistakes with client work?

Each AI function Be Chosen Agency builds does one named job for one role, works only on the data the scope allows, and stops for a person to approve before anything reaches a client or a file. Prototypes use sample or synthetic data until the firm approves a path for real records, and the provider and data-retention settings are chosen with the firm.

Is Be Chosen Agency local to the Phoenix area?

Yes. Be Chosen Agency LLC is based in Peoria, Arizona, in the Phoenix metro. Workshops and training sessions can run at your office anywhere in the Valley, and build work runs remotely on Arizona time. Founder Teton Wilson, a U.S. Air Force veteran, is the person you work with directly.

Next step

Tell us which workflow eats the most hours.

A paragraph is enough: the work, the tools you use, and who does it today. Expect a written reply within two business days with a suggested first step.