Bace Agency

What Bace Agency does

Bace Agency is a Lake Forest, Illinois–based AI automation consultancy that builds custom workflow automation, AI agents, and on-premises AI infrastructure for professional services firms on Chicago's North Shore. Its core offering is applied AI — using Anthropic's Claude enterprise tier to automate document processing, client intake, phone answering, quoting, renewal reminders, CRM updates, and internal reporting — integrated with the systems these firms already run (Applied Epic, Clio, Wealthbox, NetDocuments, and similar). The company also offers AI strategy consulting with 4–6 week on-site operational audits and 90-day implementation roadmaps, and role-based AI training programs starting in the low thousands. Quantified outcomes include a 37% productivity lift at a North Shore P&C agency, 22 hours/week of data entry eliminated, an error rate reduced from 6.1% to 0.3%, 32 hours/week reclaimed at a family office, and quote response times cut from 24 hours to 4 minutes at a translation agency.

The business is a founder-led professional services boutique (1–10 employees) led by Michael Pavlovskyi, who personally runs every engagement under a "principal-direct" model. Go-to-market is sales-led and proximity-based: a free 30-minute AI audit (in-person or video) is the entry point, after which fixed-price proposals are issued; no hourly billing and no lock-in retainers are offered. Pricing across automation and consulting engagements is not publicly disclosed beyond indicating training starts in the low thousands. Distribution is hyper-local — eight dedicated location pages spanning Lake Forest, Highland Park, Evanston, Wilmette, Winnetka, Kenilworth, Glencoe, and Lake Bluff — supplemented by case studies, a blog, the RedNote Podcast, and a no-email AI Readiness Quiz. The company is privately held, bootstrapped, and discloses no funding; named customers include a North Shore P&C insurance agency, a Chicago translation agency, and a North Shore family office, with 97+ projects delivered cumulatively and 95% retention cited across all engagements.

Name

Bace Agency

Legal name

Bace Agency

Website

https://baceagency.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Bace Agency is a Lake Forest, Illinois AI automation consultancy that builds custom AI workflows, agents, and on-premises AI setups for North Shore insurance agencies, law firms, financial advisors, and family offices. Founder-led and bootstrapped, it sells fixed-price engagements following a free 30-minute AI audit.

Ownership category

akta.pro rank

Product category

AI Automation Consulting for Professional Services

NAICS

Custom Computer Programming Services (541511), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming Services (7371)

akta.pro primary industry

AI/ML Engineering & Model Development Services (BPAEAHAF)

akta.pro secondary industries

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG), Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF), AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI)

Keywords

• AI workflow automation
• AI consulting services
• Professional services automation
• AI training programs
• Custom AI agents

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. AI Automation Implementation: Custom AI workflow automation building for professional services firms. Typical engagements run two to six weeks from kickoff to handoff. Fixed-price proposals following free audit.
2. AI Strategy Consulting: 4-6 week consulting engagements with operational audits, ROI mapping, and phased implementation roadmaps. Delivered as single document the principal can execute. Boutique practices (3-4 weeks) vs mid-size firms (4-6 weeks).
3. AI Training Programs: Role-based AI training for teams including kickoff workshop, role-cohort sessions, and 30-day check-in. Training programs start in the low thousands. 2-week engagements deliver written prompt library and workflow guide.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels8 records

Core offering

Bace Agency builds custom AI workflow automation systems for North Shore professional services firms, including AI agents for document processing, phone answering, client intake, quoting, renewal reminders, CRM updates, and internal reporting. The firm also delivers AI strategy consulting engagements with operational audits and 90-day implementation roadmaps, and provides structured role-based AI training programs with custom prompt libraries for teams.

Product overview

Bace Agency offers three integrated AI services for North Shore professional services firms: AI Workflow Automation (custom AI systems for document processing, phone answering, and client intake), AI Training for Employees (structured role-based training with custom prompt libraries), and AI Strategy Consulting (operational audits with 90-day implementation roadmaps). The company also provides a free AI Readiness Quiz as an entry point and a free 30-minute AI Audit as a consultation service. The three core offerings work together as a full-cycle engagement: consulting identifies opportunities, automation builds the systems, and training ensures team adoption. Bace Agency serves eight North Shore locations including Lake Forest, Highland Park, Evanston, Wilmette, Winnetka, Kenilworth, Glencoe, and Lake Bluff.

Differentiator

Problem solved

Functional benefit

Brands

• RedNote Podcast: A podcast by Bace Agency featuring real conversations with entrepreneurs and business leaders from the North Shore region.

Products and services

• AI Workflow Automation

Quantifiable outcome

• 37% productivity increase for North Shore P&C insurance agency
• +8 more outcomes

Named customers3 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature5 records

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Zapier: Zapier is the broadest SMB workflow automation incumbent and now ships AI-powered agents and chatbots. As a larger, more general-purpose platform, it overlaps Bace Agency's category but serves a wider market beyond professional services verticals.
• Slalom: Slalom is a large consulting firm with dedicated AI and automation practices serving mid-market and enterprise clients. It competes with Bace Agency for mid-size firm AI consulting budgets but operates at a much larger scale and broader industry footprint.
• Power Automate (Microsoft): Microsoft Power Automate is an enterprise-grade workflow/AI automation platform tightly integrated with Microsoft 365, Azure, and Copilot. It is the incumbent platform alternative for firms already in the Microsoft ecosystem—Bace Agency's stated infrastructure partner—and competes for the same automation use cases.

Direct peers

• Workato: Workato is an iPaaS/workflow automation platform that lets business teams build AI-powered automations and integrations. Bace Agency delivers the same underlying capability (workflow automation with AI) via consulting services, so the platform and the service sit in the same product category and compete for the same customer budget.
• Make: Make (formerly Integromat) is a no-code workflow automation platform that powers custom integrations and AI-driven processes for SMBs. Comparable because it targets the same operational automation pain points (document routing, intake, CRM sync) that Bace Agency solves for professional-services firms.
• Tray.io: Tray.ai is a workflow automation and AI integration platform used by line-of-business and ops teams to stitch together SaaS tools. It overlaps directly with Bace Agency's core AI Workflow Automation offering as a DIY alternative that customers might choose instead of hiring a consultancy.
• n8n: n8n is a workflow automation platform with native AI/LLM node support, popular with technical and IT teams for building AI agents and integrations. It represents the technical in-house alternative that competes with Bace's custom AI agent and automation builds.

Emerging players

• Distyl AI: Distyl AI is an AI-native services firm that partners with enterprises to deploy production AI workflows and agents. It operates in the same AI consulting services category as Bace Agency but targets larger enterprise customers and Fortune 100 workflows.
• Lindy AI: Lindy AI is an AI-agent platform that lets SMBs build autonomous assistants for sales, support, and operations workflows. It targets the same end-user automation jobs (phone answering, intake, follow-up) that Bace Agency custom-builds for professional-services firms.

Others

• Applied Systems / Applied Epic: Applied Systems is the dominant agency management system (AMS) vendor for insurance agencies—one of Bace Agency's core verticals. Their built-in workflows and emerging AI features represent an embedded alternative that could reduce demand for boutique AI automation consulting in the insurance segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@RedNotePodcast
• LinkedInlinkedin.com/company/baceagency

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bace Agency