We run your IT and layer AI on top of the Microsoft 365 you already pay for — so the repetitive work, the overnight triage, and the tasks your team shouldn't have to do twice all happen without anyone lifting a finger.
A focused two-week engagement. We audit your infrastructure, review your compliance posture, and map where AI drives immediate value — then hand you written findings with prioritized recommendations.
Two-week engagement
Know exactly where you stand — and where AI pays off first.
One fixed-price engagement, fully credited toward any implementation that follows. You owe nothing extra to find out what's worth building.
IT infrastructure audit — systems, integrations, architecture
Compliance review — FTC Safeguards Rule, HIPAA readiness, gap analysis
AI opportunity mapping — where automation drives immediate value
Written findings with prioritized recommendations
$2,500
Credited toward implementation
Applied in full to any engagement that follows.
Managed IT
Three tiers, per user, per month.
We run your Microsoft 365 environment so your team doesn't have to — from the everyday helpdesk up to AI workflow automation and a dedicated engineer. Pick the floor that fits; move up when you're ready.
Essential
$125/ user / mo
The foundation. We run your M365 environment so your team doesn't have to.
When a workflow needs more than the managed tiers, we scope it as a project — and keep live systems healthy with an ongoing retainer.
◆Custom AI builds
Custom AI Builds
Project-priced · scoped after Discovery
Domain-specific automation, scoped to your stack and integration requirements. Pricing follows scope and complexity — no science projects, no rip-and-replace.
Document processing and extraction pipelines
Ambient capture and transcription systems
CRM / ERP integration automation
Custom AI agents for domain-specific workflows
◇Support retainers
Support Retainers
$1,500–$5,000 / month
Ongoing support for live systems. Tier set by system complexity and SLA requirements, so you pay for the coverage you actually need.
System monitoring and maintenance
Form and workflow updates as vendor requirements change
Priority bug fixes and feature requests
Monthly status reports
What changes
Pick your business. See what goes away.
Every industry has its own version of the same grind — the repetitive work your team carries because nobody's automated it yet. Here's what that looks like before and after, for businesses like yours.
Morning intel
Daily briefing, assembled before you sit down
You open four apps before coffee. Calendar, email, CRM, portfolio alerts. Twenty-five minutes to piece together what your day looks like.
Press play. Ninety seconds. Your entire day — portfolio alerts, calendar changes, open items — spoken to you on the commute.
Client onboarding
Paperwork routes itself through DocuSign and your custodian
New account paperwork means chasing signatures across three platforms. KYC checks, welcome packets, compliance filings — assembled by hand.
Assembled and sent automatically. Your team approves the final packet. The rest is done.
The advisor's memory
Every client interaction remembered and surfaced before your next call
Meeting notes scattered in three places. You prep for a client call by searching email, CRM, and your own memory.
AI remembers every interaction — preferences, follow-ups, compliance notes — and surfaces what matters before you pick up the phone.
Compliance
FTC Safeguards and audit trails built into every workflow
Compliance is a spreadsheet someone maintains manually. Audit prep is a week of scrambling.
66 security constraints enforced automatically. Audit-ready reports generated on demand, not assembled by hand.
Reporting
Portfolio data formatted the way your clients expect
Exporting CSVs from Fidelity or SEI, rebuilding in Excel, formatting for each client. Hours of copy-paste.
Pulled, formatted, and delivered — from your custodian, in the layout your clients recognize, without the Excel detour.
After hours
Calls and messages sorted overnight, clean summary by morning
Clients call after 5. Messages pile up. You start Monday triaging the weekend.
Sorted and summarized before you arrive. Walk in knowing what happened, not hunting for it.
Document review
Contracts and filings checked before they go out
Associates spend hours reviewing boilerplate for missing clauses, wrong dates, inconsistent party names.
AI flags the gaps in seconds — missing signatures, inconsistent terms, outdated clauses. Your team reviews the exceptions, not the routine.
Client intake
Conflict checks and engagement letters routed automatically
New matter intake means manual conflict searches, hand-typed engagement letters, and a week of back-and-forth before work starts.
Conflict check runs instantly. Engagement letter drafts from your templates. The matter opens in hours, not days.
Time capture
Billable hours captured from meetings, emails, and calls
Attorneys reconstruct time entries at the end of the week from memory. Revenue leaks quietly.
Time captured as work happens — from calendar events, email threads, and call logs. Entries drafted, attorney approves.
Research
Internal precedent found across your own files in seconds
Associates search four systems to find how the firm handled a similar matter. An hour of digging for a paragraph of context.
One question, one answer — pulled from your own documents, briefs, and memos across SharePoint, email, and files.
Compliance
Trust accounting and filing deadlines tracked automatically
Deadlines tracked in a calendar someone maintains manually. Miss one, and it's malpractice exposure.
Every deadline tracked and escalated. Filing reminders, trust accounting reconciliation, and bar compliance — monitored continuously.
Drafting
First drafts built from your own templates and past work
Starting from a blank page, or hunting through old matters for the right template. An hour of assembly before the real thinking starts.
First draft assembled from your own precedent. You edit and refine — you don't start from scratch.
Morning briefing
Your day assembled before you sit down
You open email, Slack, the calendar, your project tool. Twenty minutes piecing together what today looks like.
One summary, ninety seconds. What came in overnight, what's due today, what needs your attention — assembled and ready.
Email
Routine replies drafted from your own past answers
The same questions come in every week. Your team types the same answers, slightly different, over and over.
Drafted from your own documents and history. Sounds like you. Your team reviews and sends — not writes from scratch.
Onboarding
New hire access set up in minutes, not a morning of clicking
New employee means a morning of provisioning accounts, setting permissions, configuring devices, and hoping you didn't miss a system.
Sign in with Microsoft, sixty seconds, done. Accounts, permissions, devices — all handled. Offboarding is the same, in reverse.
Reporting
Monthly health and compliance reports assembled on their own
Someone spends half a day pulling data from three systems, formatting it in Excel, and emailing a PDF that nobody reads.
Assembled automatically, every month. Health metrics, compliance status, and usage trends — delivered without anyone stitching it together.
Search
One question finds the answer buried across your files
The answer exists somewhere in SharePoint, email, or a shared drive. Finding it takes 20 minutes and three browser tabs.
One question, one answer — pulled from SharePoint, email, and files at once. No digging.
After hours
What happened overnight, sorted before you arrive
You start the morning triaging what came in after 5. Messages, alerts, requests — a pile to sort through.
Sorted and summarized. Walk in knowing what happened, what's urgent, and what can wait — without reading everything yourself.
Why Horizen
Everything in one place.
01
M365-native
We don't spin up new vendor accounts. We work inside your existing Microsoft 365 tenant — Entra ID for identity, SharePoint for storage, 365 Admin Center for administration. No second vendor to juggle.
02
AI that fits
We layer AI automation on top of the stack you already run. No rip-and-replace. No experiments on your time. Practical automation that saves hours — and reports the savings — not headlines.
03
Human-in-the-loop
Every AI output is reviewed and approved by your team before it commits. Nothing reaches a system of record or a legal document without a human sign-off. We draft and flag — you sign off.
M365 native
permanent memory
human in the loop
measured savings
Living mesh
Every service connected.
Seven Microsoft 365 services connected through one platform. Move your cursor — the mesh responds.
Next step
Find out what your Microsoft 365 can already do.
Start with Discovery — two weeks, $2,500, credited in full. We'll map what's worth automating and show you what it saves.