SD HarborSD Harbor

AI Agentic Consulting
San Diego

We help small private equity firms, consulting firms, and law practices automate the repetitive work that steals time from high‑value judgment.

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Why Firms Work With Us

AI that behaves like a trusted analyst, not a toy.

Your business runs on documents, diligence, templates, and workflows that must be accurate. We build AI agents that carry real workload—drafting, summarizing, extracting, organizing—under your control.

Built for regulated, paper-heavy environments.

Whether you're reviewing deals, generating legal forms, or preparing reports, your processes need structure. Our systems operate within the boundaries you set.

Local and accountable.

Based in San Diego. We meet in person. We understand how small, high‑skill teams operate and design around your real constraints.

What We Deliver

1. Document & Workflow Automation

AI agents that read, summarize, classify, and extract data from the documents your team handles daily.

  • •Court filings
  • •Operating agreements
  • •Compliance packets
  • •Deal memos and diligence docs
  • •Intake forms and client correspondence

2. Form & Template Generation

Turn your firm's existing templates into smart, auto‑fillable systems that produce accurate drafts in minutes instead of hours.

3. Custom AI Agent Solutions

End‑to‑end systems that act like a digital junior analyst or paralegal:

  • •Intake → Analysis → Draft → Review
  • •Chain‑of‑thought transparency
  • •Human‑in‑the‑loop controls
  • •Export to Word, PDF, CRM, or your filing systems

How Engagements Work

1

Discovery (Free)

We map your firm's highest‑value manual work.

2

Pilot Build (2–4 Weeks)

We deliver a working agent that handles one real workflow.

3

Rollout

You get a reliable system that your team uses every day.

A Few Workflows We Commonly Automate

  • •First‑pass reviews of contracts and filings
  • •Form packet generation for legal and compliance tasks
  • •Summaries of diligence documents
  • •Drafting client updates from notes or transcripts
  • •Organizing and labeling incoming documents

Let's Talk

Your team's judgment is too valuable to be spent on repetitive work.

operations@sdharbor.ai