Living HTX Message us Client portal

Simple systems and AI tools for lean teams that have outgrown their spreadsheets.

We're a Houston-based team that learns how your firm runs today, then builds the automations, dashboards and AI assistants that take busywork off your people's plates.

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See what we build

Sound familiar?

  • The same client details get typed into the CRM, the tracker and an email, by hand, every time.
  • One spreadsheet runs the business, and one wrong edit breaks it.
  • Handoffs between team members depend on memory and text messages.
  • You know AI could help, but nobody on the team has time to figure out where to start.

That's the work we take on, so your team can focus on clients and the decisions that move the business forward.

What we build

Every project starts with one workflow that costs your team the most time. These are the tools we build most often.

Workflow automation

Contracts, leads and client details move between your CRM, tracker, email and chat without anyone retyping them.

From spreadsheet to a real system

We move your trackers into a connected CRM or database and clean up duplicates and inconsistent data on the way in.

AI assistants connected to your tools

Assistants that work with your project management, files and chat to create tasks, draft updates and build reports automatically.

Dashboards and KPIs

One view of pipeline, production and spend, so decisions don't wait for someone to pull a report.

Operations playbooks

SOPs, a searchable knowledge base and self-guided onboarding, so new hires ramp up faster and know-how doesn't live in one person's head.

Tool and software review

We review the software you pay for, cut duplicate tools and unused seats, and fill the gaps, so your tools cost less and work together.

Built for scaling teams

We do our best work with small leadership teams who wear lots of hats: you run operations on top of your day job, your office manager doubles as the IT department, and nobody has time to fix the systems. These are the teams we align with best:

  • Brokerages and sales teams
  • Property management
  • Commercial property firms
  • Title and mortgage
  • Builders and home services
  • Photography and creative studios

Results from our own work

20 hours a week

of manual data entry eliminated.

An AI tool that reads contract details and routes them to the project tracker, chat, CRM and email, with a second AI agent checking its output against the source documents.

6 weeks to 2

for new-hire ramp-up,

after onboarding was rebuilt as a self-guided program.

$150K a year

in operating costs cut

by auditing software spend, consolidating duplicate tools and using contract roles where they outperformed planned hires.

Also from our work:

  • Replaced a fragile single-spreadsheet lead tracker with an in-house CRM and migrated years of duplicate data into it.
  • Connected an AI assistant to a firm's project management, file storage, chat and automation tools to create tasks and reports automatically.
  • Built a knowledge base and SOP library covering every department, plus a monthly KPI review and leadership dashboards.

How it works

  1. Send us a message.

    Tell us where the busywork piles up. No pitch deck and no cost.

  2. Map one workflow.

    We walk through how the work moves today with your team and pick the change with the biggest payoff.

  3. Build it and hand it off.

    We build in the tools you already use, train your team, and leave documentation so it runs without us.

A Houston team with operations and data backgrounds

Living HTX brings together two skill sets most small firms can't hire full time: operations (how work moves, who owns what, how new people ramp up) and data and analytics (the systems, dashboards and AI tools that keep it running). We build around how your team already works instead of asking everyone to learn a new way.

Justin Lam, Founder

Houston native with 15+ years leading data and analytics work in financial services: dashboards, forecasting, SQL, Python and data pipelines, plus lead-generation analytics consulting. BBA in Finance from the University of Houston. He also runs a small business of his own, so he knows what it's like to wear every hat.

[email protected]

FAQ

How do we get started?

Every firm's setup is different, so we start by learning yours. Let's connect and find out how AI can add to, or improve, the tools your team already uses.

Do we have to switch tools?

No. We start with what you already use, whether that's Google Workspace or Microsoft 365, your CRM, or your industry software, and connect it.

How do you protect our data?

We work inside your accounts with access you grant and can remove at any time. We use business versions of AI tools that don't train on your data, and we document every system we build so you always know where your information goes.

We're a small team. Is this for us?

Yes. Small, growing teams are where we do our best work, and they often see results fastest because one workflow touches everyone.

How soon will we see results?

We aim to have your first workflow running within 4 weeks of mapping it.

What happens after the build?

Your team gets training and written documentation, so the system belongs to you and keeps running without us.

Let's connect

Find out how AI can take work off your team's plate. It starts with a quick message.

Message us

Prefer email? [email protected]