Law Firms

Litigation, corporate, trusts & estates, family law, boutique specialty practices.

Prospects research counsel through AI before calling. Engagements are compliance-aware for NY RPC 7.1 and equivalent NJ and CT advertising rules.

GEO for Law Firms

Wealth Management & RIA

Fee-only RIAs, family offices, boutique wealth practices.

HNW prospects vet advisors via AI-mediated research before the introductory call. Work is SEC Marketing Rule-aware, with review protocols for testimonials, performance references, and third-party rankings.

GEO for Wealth Management

Medical & Specialty Practices

Concierge, surgical, aesthetic, and specialty practices.

Competing on reputation and trust in a category AI systems treat as YMYL — Your Money or Your Life — meaning citation and credentialing bars are higher than any other vertical. HIPAA-aware throughout.

GEO for Medical Practices

Insurance Brokerages

Commercial and high-value personal lines brokerages.

Complex buyer journeys where AI systems are beginning to shortlist brokers before a human is ever engaged. Compliant with NY DFS, NJ DOBI, and CT DOI advertising rules.

GEO for Insurance Brokerages