Leanware is a Trusted Partner for Great American Companies.
Scope
Scope of Our Custom AI Agents Services
Our agent projects range from single-workflow automations replacing 20+ hours of manual work per week, to complex workflow operations handling thousands of tasks per month. Each engagement starts with mapping your current workflow, the systems involved, and the volumes that drive ROI.
Lead Qualification & Sales Triage
AI agents that read inbound leads, enrich them with public data, score them against your ICP, and route the qualified ones to the right rep. Replaces SDR triage hours and lifts meetings booked by 25–40%. Integrates with HubSpot, Salesforce, Pipedrive, and most modern CRMs.
Customer Support Automation
Billing systems can submit claims to carriers, track payment plans, generate treatment estimates with insurance breakdowns, and process payments. Integrations with clearinghouses like DentalXChange can automate eligibility checks and can flag rejected claims with specific error details.
Voice & Appointment Agents
Voice agents that handle inbound calls, book appointments, recover missed calls, and follow up on no-shows. Sub-second latency, HIPAA-capable infrastructure, $0.10–$0.50 per conversation versus $25–$40 per hour for a human. Integrates with your scheduler, CRM, and telephony stack.
Document & Invoice Processing
Agents that read invoices, contracts, intake forms, or any structured document, extract the fields you need, validate against your business rules, and write the result to your system of record. Industry benchmark: $2.36–$2.78 per invoice automated versus $12.88 manual.
CRM & Data Enrichment
Agents that keep your CRM clean: enrich contacts with firmographic data, deduplicate records, identify accounts ready to buy, and surface accounts going cold. Documented 40% lift in rep meetings booked when reps work from clean, enriched data.
Internal Knowledge & Operations Agents
Agents that answer your team's questions about policies, procedures, and historical data, pulling from your wiki, Slack, Drive, and ticket history. Average documented impact: 5.6 hours per week per employee saved on internal Q&A. Useful at the 50+ employee mark.
Benefiits
Benefits of Custom AI Agents for Your Operation
Off-the-shelf AI tools force you to adapt your workflows to their templates. Custom agents adapt to how your business actually runs and integrate with the systems your team already uses every day.
We establish your baseline metrics during discovery and contract to a specific improvement target by month four. No ROI claim ships without source data. Our target is 1.4–2.2x ROI by month six, depending on tier.
Model API costs, hosting, infrastructure, prompt refinement, and support are all bundled into the monthly subscription. You will not get a separate invoice from OpenAI, Anthropic, AWS, or anyone else. Predictable cash flow from day one.
We tune each agent to your terminology, your decision rules, and your edge cases. Outputs come back as structured data you can route, not generic chatbot answers. Human-in-the-loop on edge cases by default, removed only when accuracy supports it.
First-pass accuracy is rarely production-grade. We build the refinement loop into the engagement, so accuracy moves from ~70% in the first weeks to 85–90%+ at maturity. Your team's feedback drives the tuning, not a static prompt that decays.
A Productized Service, Not a Custom Project Every Time
Three clear tiers — Junior, Mid, and Senior — with published price ranges, scopes, and timelines. You know what you are buying before discovery. No 6-month enterprise scoping cycle, no surprise invoices, no hourly bills disguised as a project.
Why
Why Build Custom AI Agents with us?
Our portfolio includes lead qualification agents for B2B SaaS, support automation for e-commerce operations, voice agents for service businesses, and document extraction systems for finance and operations teams. The team works with production agent stacks every day — LangGraph, MCP, Claude, GPT, Gemini, pgvector — not theoretical knowledge, but from shipping production agents that handle real customer load.
Hear What Startups and Companies Are Saying About Leanware
"Leanware unlocked our frontend dev—now we ship major updates every 2–3 weeks and move faster."
Morgan Venable,
Head of Product Groundlight
“Leanware's adaptability in project methodology greatly enhances our unique startup operations”
Ricardo Patino,
CEO 2MoonCapital
"Leanware is incredibly responsive. Their team is quick to reply and fantastic at tackling problems."
Barb Heathcote,
Manager docbraces
Discovery & ROI Assessment
A 2-week paid engagement that maps your workflows, quantifies projected savings on 3–5 candidate use cases, and recommends the right tier. Deliverables include a baseline audit, opportunity map, ROI projections, and a 90-day roadmap. The full assessment fee is credited toward the build if you proceed within 45 days.
Build & Configuration
Agent development tuned to your terminology, decision rules, and integrations. We work in weekly sprints with working demos, run evaluation testing against golden datasets before go-live, and build the observability dashboard your team will actually use.
Pilot & Refinement
Narrow production rollout with the team that will use the agent every day. We tune prompts, adjust integrations, and fix edge cases based on real usage. Most agents move from ~70% accuracy in the first weeks to 85–90%+ by the end of the pilot phase.
Narrow production rollout with the team that will use the agent every day. We tune prompts, adjust integrations, and fix edge cases based on real usage. Most agents move from ~70% accuracy in the first weeks to 85–90%+ by the end of the pilot phase.
Run & Continuous Improvement
Once live, the agent runs as a managed service. Monthly fee covers model APIs, hosting, observability, ongoing prompt tuning, and standard support. We review performance against the contracted ROI target at month four and adjust scope as your business changes.
Process
Our Process: From Discovery to Live Agent
Each engagement follows the same four-phase process, with measurement built in from day one. Most projects move from signed SOW to live agent in 3–10 weeks depending on tier.
Case Studies
AI Agent Projects We've Delivered
These projects show the range of custom AI agent work. Each addresses specific operational workflows, integration requirements, and ROI targets defined upfront with the client.
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FAQ
Frequently Asked Questions
Depends on tier. Junior agents take 3–5 weeks. Mid-Level agents take 6–8 weeks. Senior agents take 8–10 weeks. Timeline is confirmed during discovery after mapping the workflow, integrations, and volume requirements.
Junior tier is $6K–$9K setup plus $1.2K–$1.8K per month. Mid-Level tier is $15K–$22K setup plus $2.8K–$4.5K per month. Senior tier starts at $35K setup plus $6K per month and is custom scoped. The monthly fee covers model API costs, hosting, infrastructure, ongoing refinement, and standard support — no separate cloud or AI vendor invoices.
We target 1.5–2.2x ROI by month 6 for Junior, 1.4–1.8x for Mid, and 1.3–1.7x for Senior. Baseline metrics are established during discovery, and the contract specifies an improvement target at month 4. We do not ship ROI claims that are not backed by source data from your operation.
Off-the-shelf tools work for simple, single-step workflows with no integration requirements. Custom agents make sense when the workflow spans multiple systems, requires your specific decision rules, needs persistent memory across sessions, has compliance requirements, or runs at volume where reliability matters more than convenience. Most companies that come to us have already outgrown the self-serve tools.
We never train models on your data. We support BAA-ready stacks for healthcare workflows, SOC 2 and HIPAA-aligned infrastructure, private model hosting on Azure OpenAI or AWS Bedrock for sensitive data, and full audit logging. Compliance scope is confirmed during discovery and built into the SOW.
We use grounded retrieval (RAG with citation enforcement), structured outputs that fail safely, human-in-the-loop on high-stakes decisions, and evaluation testing against golden datasets before go-live. Observability dashboards flag drift in real time. Most production agents we ship operate at 85–90%+ accuracy on the workflows they own.
The agent is built on open standards (MCP, standard APIs, portable workflow definitions) and your data stays yours. Engagements are 6 months minimum after go-live; after that, you can renew, scale up, scale down, or wind down with 60 days notice. We do not lock clients in with proprietary stacks.
US-based companies in the $5M–$50M annual revenue band, typically 20–200 employees. Below that range, the volume usually does not support 6-month ROI on a custom agent — you are better served by self-serve tools. Above that range, enterprise consulting firms can afford to do deeper integration work than we do.
Maintenance is included in the monthly subscription — model APIs, hosting, prompt refinement, monitoring, and standard support. Change requests or scope expansions outside the retainer are billed at $150–$350/hr with a signed change order. There are no surprise invoices.
Get Started with Us
Custom AI agents address specific operational workflows that off-the-shelf tools can't handle. Schedule a discovery call to walk through your workflow, qualify the opportunity, and see if a custom agent makes sense for your operation.
Custom Managed AI Agents
Leanware builds and runs custom AI agents for US-based SMBs. We tune each agent to your workflows, integrate with your systems, and operate it as a managed service. One setup fee, one monthly subscription. Models, hosting, and refinement included.
