Legacy Labs team in formation — operators with superpowers
Legacy Labs · AI consulting

Your business,
empowered.

We don't replace what you do — we just make you better at doing it. Secure AI, fit to your flow, wired in by operators who've lived it.

Built forSMB ownersHealthcare opsSaaS teamsClinical research
Operators we've put to work · clinical research, real estate, asset management, SaaS
Omnicure Clinical Research1 on 1 REValor AssetsWitter GlobalAmin XLead EazyTrytan InvestmentsOmnicure Clinical Research1 on 1 REValor AssetsWitter GlobalAmin XLead EazyTrytan Investments
0+
years in the trenches of sales and ops
0+
deals and systems installed personally
$0M+
revenue driven through automation
0%
SOC 2 · HIPAA · audit-ready by default
A Legacy Labs production
VOL. 01 · 2026
ACT I
The problem

Your team is drowning in repeatable work.

Intake forms. Lead routing. Reconciliation. The same twelve tasks, typed by humans, costing a salary in time every quarter.

Panel 01
ACT II
The twist

Ripping it up and starting over? Not an option.

Your CRM works. Your EHR is configured. Your billing integration took eighteen months. You cannot afford a five-month transformation project.

Panel 02
ACT III
The fix

Legacy Labs wires AI into the flow you already run.

No new app to open. No new login. AI agents deployed inside your stack, under your controls, with your team trained to run them.

Our approach

Five steps. No magic. Just the work.

STEP 01 · AUDIT

We read your business.

Hands-on, fast. We shadow your team, map your flows, and find exactly where AI pays back — with dollar values attached. No two-week spelunking.

Days 1–3 · deliverable: dollar-valued audit
STEP 02 · PLAN & BUILD

We choose the fights, then start winning them.

No 40-page deck. A one-page plan: three battles, in order, with what each returns. We start building the agents the same week.

Week 2 · deliverable: plan + build in motion
STEP 03 · INSTALL

We wire AI into your flow.

Agents and automations deployed inside your tools — Stripe, Salesforce, your EHR, your CRM. SOC 2 · HIPAA by default. No new app to open.

Week 3 · deliverable: running system
STEP 04 · ENABLE

We train your team on it.

Playbooks, hands-on sessions, and champions inside your org. By end of week four, your team is running the system — not us.

Week 4 · deliverable: confident operators
STEP 05 · OPERATE

We stay on weekly calls until you cut us.

Weekly ops calls, new agents on demand, and a fractional operator in the room. When you decide you no longer need us, we step out — not a day sooner.

Ongoing · deliverable: independence on your timeline
Security & compliance

Enterprise-grade by default.
Not an afterthought.

We built our first AI systems inside regenerative medicine clinics — where one leak is the end of the business. Every install we ship carries that DNA.

ON THE RECORD

One breach ends everything.
We build like it.

Dan Fazio·Founder
The guarantees
04 · audit-ready
SOC 2 Type II

Continuous controls monitoring. Annual third-party audit. Available on request.

HIPAA

We deploy under your BAA, inside your cloud, with encryption at rest and in transit.

Your data stays yours

No training on your data. No persistent logs. No third-party model calls without your sign-off.

Access reviews

Quarterly reviews with full audit trail. Role-based access, SSO, and MFA by default.

Engagements

Start with an audit. Scale if it pays off.

We won't quote you an install until we've read your business. Most clients start with the audit — it pays for itself before we shake hands on the next step.

Audit & improve
$3,599one-time

A deep-dive of your business with a dollar-valued improvement plan.

  • Full business audit
  • One-page executable plan
  • 3 top-priority recommendations
  • No commitment required
Most popular
Install
$20,000per quarter · phased

We audit, plan, install, and train — shipped in phases.

  • Everything in Audit & improve
  • Custom agents built & deployed
  • Team training + playbooks
  • Monthly installments available
  • Pay-in-full discount: $17,999/qtr
  • SOC 2 · HIPAA compliant
Fractional
Custommonthly retainer

For teams that want us in the room, month after month.

  • Everything in Install
  • Fractional AI officer
  • Quarterly tune-ups
  • New agents on demand
  • Dedicated Slack channel
Word on the street

Operators who've been in the room.

They didn't try to sell us a platform. They watched how we worked for two weeks, then handed back a system that ran itself. Our coordinators got their evenings back.

Clinical ops lead
Omnicure Clinical Research

Juan installed the sales system I'd been trying to build for five years — in five weeks. Every lead touched within an hour. We closed our first AI-assisted deal the day we went live.

Head of growth
1 on 1 RE

We came in worried the numbers would slip and left with a deployment that actually tightened our controls. Rare combination: operators who ship fast and security people who don't sleep.

CISO
Valor Assets

Witter Global runs twenty-plus markets. Legacy Labs installed an ops agent that reconciled our weekly reporting across every region without touching our ERP. That's unheard of.

VP of operations
Witter Global

Amin X shipped its first AI feature in three weeks flat. The install wasn't a vendor relationship — it was a founding-engineer-level partnership. We kept them on retainer.

Co-founder
Amin X

Lead Eazy lives or dies by response time. Our Legacy Labs agent hit every lead inside 45 seconds, qualified them, and handed off to our closers with full context. Our conversion went up and to the right.

Founder
Lead Eazy
Frequently asked

The usual questions, answered straight.

That's actually who we built for. Dan ran clinics and ops teams before Legacy Labs — we know a ten-person team can't absorb a six-month transformation project. Everything we do is sized for businesses that still feel the cost of every wasted hour.
Book a call

Tell us what you're
trying to optimize.

30 minutes. No deck. Dan or Juan on the call. We'll tell you whether AI helps, what it would cost, and roughly what it'd return — before you sign anything.

dan@getlegacylabs.com·juan@getlegacylabs.com