Tailored AI automations that drive revenue and decrease service cost — built for professional services firms that can't afford to stand still.
We learn your workflows, find the friction, and build AI-powered automations that fit your operations — then evolve them with you as a dedicated ongoing partner.
Our automations open capacity for higher-value work, faster lead response, and scalable client service.
No templates. No generic builds. Every integration is designed around your actual processes and stack.
We're a fractional automation partner — continuously optimizing as your business grows.
Three integrated practice areas, built to work together or stand alone.
Eliminate repetitive manual work by connecting your tools through intelligent pipelines. Lead routing, document processing, internal approvals — automated end to end.
Our flagship platform automates client intake, document collection, AI-drafted agreements, e-signatures, and CRM creation in one seamless flow.
Stitch together your existing stack — practice management, CRM, billing, and comms — with bi-directional data flows that simply work.
Purpose-built platforms for professional services — ready to deploy, designed to scale with your firm.
Practice management and client portal for CPA firms. Automate document collection, engagement letters, and deadline tracking.
End-to-end broker and agency management for insurance professionals. Onboard, manage, and grow — all in one place.
Modular AI agents that plug into any vertical. Prospecting, drafting, scheduling, compliance — pick what you need.
We map your workflows, identify automation opportunities, and size the ROI — no commitment required.
We architect your automation stack and get sign-off before a single line of code is written.
We build, test, and ship your automations alongside your team with minimal disruption to your operations.
Ongoing reviews, performance reporting, and continuous improvements as part of your retainer.
Summit Software Solutions is a software company building AI-powered platforms for professional services firms.
We started S3 with a simple thesis: professional services firms are drowning in manual workflows that AI can solve today — but most automation vendors sell generic tools that don't understand how these industries actually work.
So we build purpose-specific platforms for CPAs, insurance agencies, law firms, and other credentialed professionals. Every product is designed around the real workflows of its industry — not adapted from a template.
Our team combines deep technical execution with hands-on industry knowledge. We don't just ship software — we partner with firms as a fractional technology team, continuously optimizing as your business evolves.
Deep domain knowledge means automation that fits how your industry actually works.
Lead capture and nurture, transaction coordination, document automation, and CRM sync across your full deal lifecycle.
HIPAA-conscious automations for patient intake, appointment flows, insurance verification, and care team coordination.
Automated intake, conflict checks, matter opening, document assembly, billing workflows, and client communication — without adding headcount.
Automated document collection, client onboarding, deadline tracking, and engagement letter workflows — so your team focuses on billable work, not admin.
Streamlined tenant onboarding, maintenance request routing, lease renewal workflows, and owner reporting — automated across your full portfolio.
Automate quote generation, inventory tracking, service scheduling, financing workflows, and customer follow-up across your sales and service teams.
Book a free 30-minute discovery call. We'll map out what's possible — no sales pitch, just a real conversation about your workflows.
Built for results